After The (Duration) Purge…
Cue a backtest.
Category: Markets
Is The Min Vol Bubble Bursting?
It’s now just a matter whether the bubble merely deflates, or actually bursts in earnest.
$574 Billion In AUM Pretty Sure Stocks Will Outperform Everything In 2020
That FOMO feeling again.
Nomura’s McElligott: ‘Now Comes The Hard Part’
“The easy money has been made”.
Of Kiwis And Protesters
A “most critical juncture”.
Jay Powell’s ‘Good Place’ Monetary Policy Sets Up Election Year Clash With White House
“Others are running circles around them and laughing all the way to the bank”.
‘The Bulls Are Back’: FOMO Takes Center Stage In Fund Manager Survey As Yield Forecasts Ratcheted Higher
“Marking to misery” gives way to “waves of optimism”.
Goldman: ‘The Market Is Moving From TINA To FOMO’
“All-in” on a trade deal and the burgeoning pro-risk rotation?
Trump To Punt Again On EU Car Tariffs As Time Still Not Right To ‘Rid Fifth Avenue of Mercedes’
“The person… cautioned there is always uncertainty” around Trump and tariffs.
In Stark Reversal, Popular Treasury ETF Hemorrhaged Record $1.2 Billion During Bond Rout
At the risk of beating a dead horse…
To Believe In The Rotation Or Not To Believe…
…that is the question.