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Category: stocks

What’s Wrong With This Picture?

December 27, 2016

Here’s a hint…

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Daily Kickstart (Britney Spears Edition)

December 27, 2016December 27, 2016

“Sony Music apologizes to Britney Spears and her fans for any confusion. This has been rectified”…

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Trump Takes Credit For Stock Rally, Says He Single-Handedly Cheered The World Up

December 26, 2016

“The world was gloomy before I won…”

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Presenting The 3 “Transitions” That Will Shape Markets In 2017

December 26, 2016

Not everyone likes to talk about (let alone read about) macro. I’ll go out on

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Three Kings…

December 26, 2016

“Just don’t mention the multiples…” Via Hedgeye  

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Daily Kickstart (Week Ahead Preview Edition)

December 26, 2016

Happy 2017. Sh*t wait. I forgot. We’ve still got one last holiday shortened, low volume,

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2016: The Year In Charts

December 25, 2016

Well, it’s been an interesting year. What started out as nothing short of a disaster

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“The Downside Tail Has Grown”

December 23, 2016

In all my many years observing and analyzing markets, I don’t know that I’ve ever

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Daily Kickstart (“Sh*t Loans” Edition)

December 23, 2016December 23, 2016

Deutsche Bank and Credit Suisse are on the move overnight after the banks both settled

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Here’s What Carl Icahn Did After Trump’s Election

December 20, 2016

Over the past several weeks, I’ve noted time and again how markets seem to be

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Daily Kickstart (BoJ Recap Edition)

December 20, 2016December 20, 2016

“European stocks climbed to their highest in almost a year, while bonds and gold fell,

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Following The “Three Wise Markets”

December 19, 2016

Boy, oh boy, the Christmas metaphors are in full effect over on the sellside. Thankfully

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Daily Kickstart With Deutsche Bank

December 19, 2016

Well the dollar took a break on its march higher versus the yen on Monday,

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A Look Back At The Day That Was (Friday)

December 16, 2016

Well, the day ended pretty much as it started – with a reversal of recent

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Barclays Surveys 885 Investors – Here’s What They Found

December 16, 2016December 16, 2016

I’ve said it until I’m blue in the face (or maybe “yellow in the face”

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Daily Kickstart

December 16, 2016

Gold is up, 10Y yields are slightly lower, the dollar is marginally weaker against the

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A Look Back At The Day That Was

December 16, 2016

For those who might have missed any of Thursday’s action or for anyone who just

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2016 Performance Revisited And Deutsche’s 2017 Equity Outlook

December 15, 2016

As 2016 comes to a close with US risk on a veritable tear thanks to

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Goldman’s Guide To Investing In 2017

December 13, 2016

Over the course of the last week, I’ve brought you Goldman’s top trades and top

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Reflation Nation: “Righting” The Wrongs With A Single, Enduring Populist Push

December 9, 2016January 13, 2026

Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after

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Monthly Letter

  • The Arbitrageur

Recent Comments

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Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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