Califoreboding

Califoreboding

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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 

The Year of the Trojan Fire Horse

The Year of the Trojan Fire Horse: China’s imbalanced economy and unrelenting mercantilism While there’s plenty of evidence to support Stephen Roach’s thesis of unsustainable imbalances in China’s economy, China is living up to anthropomorphic characteristics of this year’s zodia ...  Show more

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Fast Money. 05/24/22
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Nvidia's Post Earnings Slide, The Trade on Big Banks 2/27/25
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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
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