Impetuous Markets
As regular readers are acutely aware, I’m a big fan of Bloomberg’s Richard Breslow. I’d even go so far asContinue Reading
As regular readers are acutely aware, I’m a big fan of Bloomberg’s Richard Breslow. I’d even go so far asContinue Reading
From Deutsche’s Alan Ruskin (emphasis mine): For those who were sitting on trading floor, it felt like Brexit all overContinue Reading
You just have to laugh (from SocGen dated 11/09/2016)… Thanks a lot SocGen…
How strong is the dollar and what will America’s new commander in chief tolerate in terms of USD strength? ThoseContinue Reading
Tuesday will mark “7 Days Later” for the US. No, we didn’t a zombie apocalypse last week, but we didContinue Reading
The problem is simple, suppressed vol allowed vol targeting strats to lever up but when vol spikes, these strats areContinue Reading
Well, count me surprised. We’ve weathered the black swan walking – the comb over cowboy – the belligerent billionaire. HereContinue Reading
‘Twas election night in America, when all through the house Not a creature was stirring, not even a mouse; MyContinue Reading
Average American voter explains a ballot cast for Trump:
How many times have I said it? Your politics or your money, choose wisely. Well America has chosen and theContinue Reading
Here’s Deutsche’s George Saravelos: It will take a very long time to understand the implications of a potential Trump presidency.Continue Reading
Here’s Citi on Trump: Donald Trump Wins the 2016 Presidential Election, With Republicans Controlling Both House and Senate Based onContinue Reading
Well, America has officially lost its mind. Donald Trump is the President elect. We’ve Plaxico’d ourselves. Futs have tanked… …theContinue Reading
Well this isn’t what you want to see: (Charts: Morgan Stanley) So much for liquidity….
(Charts: Goldman)