March 18, 2021 Update On My Recommended Trades Derivatives, Credit, Emerging Markets, FX, Global, Investment Strategies, Macro US housing market Alan Brazil ( 5 mins) Recommended Open And Closed Trades I have not put out... Read More...
SOM Commentary March 10, 2021 Normalization Means A “New Normal” Of Higher Rates Economics, Investment Strategies, Macro, US Inflation Alan Brazil ( < 1 mins) [pdf-embedder url="http://speevr.com/wp-content/uploads/2021/03/SOM-Macro-Commentary-March-9th-.pdf" title="SOM Macro Commentary March 9th"]... Read More...
The Path To Net-Zero GHG March 1, 2021 Part 2: Three Observations From The Texas Blackout ESG, Technology, Global, Investment Strategies CO2 Alan Brazil ( < 1 mins) [pdf-embedder url="http://speevr.com/wp-content/uploads/2021/03/som-path-to-Net-Zero-Part-2.pdf" title="som path to Net-Zero Part 2"]... Read More...
State Of the Markets February 16, 2021 Key Opportunities On The Path To Net-Zero GHG ESG, Investment Strategies Alan Brazil ( < 1 mins) Part 1 ... Read More...
January 28, 2021 GameStop(ped) Out Investment Strategies Alessio Farhadi ( 3 mins) Objective: To prevent a significant loss that will undermine the financial system,... Read More...
Macro Commentary January 1, 2021 The Year Of COVID: Retrospective of My 2020 Trades FX, Global, Investment Strategies, Macro editorial, covid-19 Alan Brazil ( 8 mins) As one dog said to the other, “it’s been a long seven years."... Read More...
November 25, 2020 Lippo Malls Indonesia Retail Trust: Sponsoring the Sponsor Asia, Credit, Investment Strategies Lippo Malls Indonesia Retail Trust, LMRTSP Warut Promboon ( 6 mins) Summary <span style="color: #000000; font-family:... Read More...
State Of the Markets November 25, 2020 The US After Trump And COVID Global, Investment Strategies, Macro US housing market, editorial, covid-19 Alan Brazil ( 7 mins) Step 1: Identify Macro Themes What Will The US Look Like After The 2020... Read More...
Macro Series November 20, 2020 Global Letter: A tale of toggle PIKs Economics, Investment Strategies, Macro editorial John Llewellyn ( < 1 mins) Credit market excesses typically occur in times of low interest rates, when investor demand for higher-yielding instruments... Read More...
October 19, 2020 State Of the Markets Derivatives, Credit, FX, Global, Investment Strategies editorial Alan Brazil ( < 1 mins) ... Read More...
Normalization Means A “New Normal” Of Higher Rates