One Trader Asks: ‘Who’s Buying Gold?’
“I’ll warn you right off the bat”…
Author: Kevin Muir
Why One Trader Is Putting On The Same Trade That Sank Bill Gross
“It’s nothing personal Bill.”
One Trader Delivers Everything You Wanted To Know About MMT (But Were Afraid To Ask)
“Today’s topic is sure to incite some pretty strong reactions.”
Once A Caver, Always A Caver?
“Funny how things change when Powell is staring down the barrel of a stock market decline that seemed to be spiraling out of control.”
What’s The Best Way To Short China?
“Which brings me to my preferred way of expressing this trade.”
Standard Indices, The Madness Of Crowds And The Case For Equal-Weighting
“Herein lies the problem with market based indices. They are subject to the madness of crowds.”
Why One Trader Became A Fed-Watcher
“Predicting Powell’s moves in the upcoming quarters will mean more than trying to come up with a fair value for financial assets.”
Veteran Trader: ‘Credit Spreads Are All That Matter’
“Or have we reached that ‘obscene point’ where it makes sense to take out some blue tickets?”
Trader: I Don’t Know If The Fed Will Skip This Hike Or Not, But…
“It’s been a long time since the outcome of a Fed meeting hasn’t been a foregone conclusion.”
Trader Reminds You: There Are No Atheists In Foxholes
“It didn’t take much courage to stress the long-term-soundness of money when financial conditions were easing.”
One Trader Is Pretty Sure ‘The Milkshake Trade’ Is Finished
“I am about to embark on a reason to sell US assets, but make no mistake”…
The End Of The Diversification Free Lunch
“Although this negative correlation might not seem like a big deal, the implications from this relationship have been enormous.”
Trader: The Fed Finally Broke Something
“Bond traders are smarter. They just are.”
One Trader Delivers Bad News For Twitter’s Top Commodities Strategist
“Well, unfortunately for the President, there is a relationship between energy prices and economic growth, and it is indeed negatively correlated, but the lag is long.”
From Black Monday To The Dot-Com Bust To The GFC: A Visual History Of The S&P After Rate Cuts
“Was there ever a time when the Fed cut rates and stocks screamed higher immediately? Nah.”