SKEW Index Spiking – Get Your Facts Right
We outlined our views on volatility recently. Yes, we think VIX and other equity vol is relatively cheap at these…
We outlined our views on volatility recently. Yes, we think…
Yuan – Local Goes Global?
Offshore Yuan continues the one way direction and is breaking further today. Last time we saw these levels was in…
Offshore Yuan continues the one way direction and is breaking…
Cash is No Longer Trash
The US 3 month T-bill is currently just climbing above the 2% mark. Last time we saw it trade above…
The US 3 month T-bill is currently just climbing above…
Bitcoin – Jumps Above the Negative Trend
Bitcoin saw a rather impressive move to the upside yesterday squeezing non believers as the move was violent and not…
Bitcoin saw a rather impressive move to the upside yesterday…
“Netflix(ed)”
If Netflix is cheap or expensive we leave to others to decide. One thing is sure, the price action today…
If Netflix is cheap or expensive we leave to others…
SOX Index – Achilles Heel of the Market?
We saw NASDAQ reach new highs last week. This is not surprising given the recent parabolic moves in names like…
We saw NASDAQ reach new highs last week. This is…
U.S. “Will Win the Trade War”
Late on Friday CNBC interviewed El-Erian on the Trade War topic. According to El-Erian, we should expect the US to…
Late on Friday CNBC interviewed El-Erian on the Trade War…
Watch out for Skewed “Facts”
Over the past days we have read several articles by so called pundits explaining how the VIX has come down,…
Over the past days we have read several articles by…
Are Markets Truly Efficient?
Jim Grant interviewing Mike Steinhardt, Real Vision “Markets….They are human institutions. And the idea of efficiency is one that has…
Jim Grant interviewing Mike Steinhardt, Real Vision “Markets….They are human…
Weekend Reads July 14th
Here’s What the World’s Biggest Investor Thinks the Markets Will Do Next Six Lies on the Trade Trumpism is here…
Here’s What the World’s Biggest Investor Thinks the Markets Will…
Volatility Down After the Trade War Spike – What’s Next?
Financial markets have seen equity volatility go up and down rather violently over the past weeks. Trade War has been…
Financial markets have seen equity volatility go up and down…
I Told Her How to Do Brexit
Being accused by Trump of wrecking the Brexit, as well as risking to destroy the US trade deal, Theresa May…
Being accused by Trump of wrecking the Brexit, as well…