Month: October 2014

Opportunities Growing to Trade in More Idiosyncratic Situations…Fertile Ground for Macro & L/S

Posted on October 30, 2014

Trending now

Risk is that Cool Kid Stocks in the US Lead to Emerging Market Outperformance

Posted on October 29, 2014

Event Driven Macro Very Hard to Navigate…S&P 500 to Close Positive on the Month

Posted on October 27, 2014

Professionals Suffering Projection Bias… Risk Assets Already Adjusted

Posted on October 23, 2014

Deflation Narrative Walked Back Again…US Dollar Resuming Trend a Clear Talking Point

Posted on October 22, 2014

First Opportunity to Take Advantage of Blood on Streets…Others Scrambling to Find Pro-Risk Value Positions

Posted on October 21, 2014

A Narrative for Deflation Pendulum to Swing Other Way Developing…Risk is Professionals Forced to Climb of Wall of Worry

Posted on October 20, 2014

Value Being Sought in Pro-Risk Equity Positions…New Year End Range Being Defined

Posted on October 17, 2014

Blood on the Streets Provides Counter-Trend Trading Opportunities

Posted on October 16, 2014

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