Frontrunning: March 6

  • Stocks Rise as Trump Tariff Plan Faces Opposition (WSJ)
  • North Korea Floats Scrapping Nukes, Opening Door to U.S. Talks (BBG)
  • Tariff Plan Creates Rift in the GOP (WSJ)
  • Florida state Senate votes against arming most classroom teachers (Reuters)
  • U.S. primaries start with Democratic push in Texas (Reuters)
  • Mar 6, 2018 8:00 AM
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Global Stocks, S&P Futures Surge As Dollar Resumes Plunge

Global stocks have sprinted out of the gate in what right now is a sea of green, and S&P futures are currently at session highs, up 12 points or 0.4% as the dollar resumbles its plunge, sliding for a 3rd day as 10Y yield remain firmly below 2.90%.

  • Feb 26, 2018 6:59 AM
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13-F Summary: Who Bought And Sold What In The Fourth Quarter

Today's barrage of 13F releases showed that in the last quarter of 2017, many funds turned their back on some of the FAANG stocks, as managers like Duquesne, Coatue, Maverick and PointState trimmed their Facebook stakes while Point72 and Maverick Capital reduced their Google exposure.

  • Feb 14, 2018 9:25 PM
  • 7