From Trump Campaign To Trumpeter Swan Hedges
We got you covered!
Tail Hedges For Recession And Market Downside Risk
This presentation is a reprise of tail trade pitches we made at Goldman Sachs almost 20 years ago, from 2006 to
late 2008.
John Thomas | US Election Inside Look | FOMC
Harris takes a significant lead in the ad spending wars…
FOMC -37.5bp | PIMCO CIO | Sahm Rule, New Taylor Rule
Switching to 37.5bp cut just because…
FOMC Preview | Black Swans & Schrödinger’s ‘Crud’ (Not Cuts)
The 25/50 debate and JP Morgan’s cut confusion
GSWM Review | Brazil-Musk | Free Speech, Censorship & Encryption
Brief review of GSWM outlook 2024. Apple vs. FBI
US Yield Curve | Does Normalization Mean Anything?
A historical review and analysis on the yield curve slope
Update On Recommended Trades
I closed my long Yen call on August 6th after the Yen’s rally. The trade was up almost
seven times versus the initial investment.
Powell | Beyoncé & Swift Fake News
Punters have placed their bets with smaller stakes
Brent Donnelly | NZDUSD | Technicals
Still not a believer in the sustainability of this USD selloff