Opportunities Growing to Trade in More Idiosyncratic Situations…Fertile Ground for Macro & L/S Posted on October 30, 2014
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
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
