“Today’s post is an important one. I might have put Grandma in the trunk, but the coming struggle between generations is no laughing matter. It very well might end up being the defining theme for financial markets in coming decades.”
As 2016 comes to a close with US risk on a veritable tear thanks to (possibly misplaced) optimism surrounding theContinue Reading
Let’s start the week with a bit from Bloomberg’s Richard Breslow who documents the continuation of the reflation trade andContinue Reading
Ok so this is interesting. One would think, given the experience of the beleaguered US energy complex, that US corporatesContinue Reading
Well, the reflation trade (see here for more) marches on as the 10-year tacked on another 6 bps to moveContinue Reading
Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after record on Wall Street inContinue Reading
The problem is simple, suppressed vol allowed vol targeting strats to lever up but when vol spikes, these strats areContinue Reading
Presented with no comment, other than to gingerly ask “contrarian indicator?”… (Charts: SocGen)