The Summer I Turned Pretty

The Summer I Turned Pretty

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Califoreboding

Many client questions I received last week in California were laden with a sense of foreboding: third rail questions about the US Federal debt as ten year yields blow through the Bessent Maginot line, the elevated share of US market returns and growth attributable to AI, the sust ...  Afficher plus

Rear Window

Over the last year, the Eye on the Market included views on sectors, rates and currencies. For this back-to-school piece, I prepared a rear window post-mortem on each. Watch the video 

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Fast Money. 05/24/22
CNBC's "Fast Money"

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Nvidia's Post Earnings Slide, The Trade on Big Banks 2/27/25
CNBC's "Fast Money"

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed.

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The Opera of Option Prices
Alpha Exchange

In China, the “vol shot” heard round the world occurred recently with the Chinese government throwing the kitchen sink at the economy and market, seeking to revive the relatively lifeless patient. As it usually does, at least temporarily, it worked. Insofar as asset price reac ...

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Weight-Loss Drug Trial Results 6/5/24
CNBC's "Fast Money"

Listen to our traders take you behind the money...how to play the volatility...pops and drops and the movers you missed. 

Fast Money Disclaimer


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