One Trader Thinks It’s Time To Buy Equity Vol. – But Not For The Reason You Think
“…on a risk-adjusted basis, they are giving these call options away.”
Author: Kevin Muir
Sycophants And Party Stories
“Well, I should say that used to be Powell’s belief because Trump beat that out of him.”
One Trader Explains Why This Time May Be Different
“I was trying to figure out a way to couch this without uttering those most expensive four words in the investing language.”
Trump Is The First MMT President, One Trader Says
“Too many pundits look at provocative headlines and chalk up MMT as socialism-disguised-as-economic-theory that needs to be quickly squashed.”
The Obvious Trade Won’t Be The Right One When It Comes To The BBB Problem, Trader Says
“I think the obvious trade (shorting LQD) will not be a money maker.”
One Trader Asks: ‘Who’s Buying Gold?’
“I’ll warn you right off the bat”…
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.”