"This Feels Different": Goldman Flows Guru Spots Something Changing Under The Market's Surface
...after the speed of the volatility reset, expressions are changing... better case for owning cheap index protection alongside added equity exposure.
...after the speed of the volatility reset, expressions are changing... better case for owning cheap index protection alongside added equity exposure.
Take heed Europe...
"$300BN autocallable notional, generating impossible amounts of Vega in extremely short-dated paper (I’m not even going to bother putting a number on it), selling multi billions of Gamma per 1% move, a hundred million of Decay generated per day easily..."
Most Americans lean pro-choice in the abstract, yet a majority still wants some boundaries...
Come for the utopia. Stay because your car has been stolen...
...and he promised to declare the Strait of Hormuz a US territory
China is winning the digital infrastructure race in more countries than you think...
There is understandable interest as many legal decisions are either wrong or flawed in some critical way...
" ... crop and price effects are still building and agricultural impacts lag the oceanic peak by 6 to 12 months."
Ex-ABC reporter exposes how Fauci killed a Wuhan lab leak story - while the doctor ducks another Senate probe...
11% described betting as an investment strategy aimed at high returns...
Democratic leaders are pledging to “just do it” to appease the mob...
Taken together, these themes point to a market that is becoming more selective rather than broadly directional...
It’s not what AOC wants you to think it is...
Targets expanded from refineries to Wildberries warehouses to now the Russian space agency Roscosmos...
...Houthis have supplied Somali pirate cells with advanced weaponry, military training and precision GPS tracking devices to pinpoint commercial hulls...
"They are NOT ALLOWED to question or criticize Cuba because of this. It's like the North Korean agents..."
A compressed VIX is not a signal to sell. It is a signal that protection is cheap, right before the calendar turns hostile...
There have to be "other solutions to the memory issue, but it's not great American companies using Chinese memory."
