MSFT | Bloomberg | Conspiracy theories
Operating without access to Bloomberg Terminals
S&P 500 2/3 SELL | Yellen @In-and-Out burger
Did she get President Xi one as well?
US bond yields | A poor risk/reward trade
Told ya it would be a tough trade going forward
Argy | Alan Brazil | Higher for longer is the new normal
Another coup for us. Alan Brazil on higher of longer
Sandwichgate | Bankers just can’t help themselves
From Treasury auction rigging and LIBOR scandals to misappropriating sandwich expenses. How the mighty have fallen.
Systematic vs Discretionary trading | Beat the machines
How to get in front of systematic trade flows and mule bonds like Pablo Escobar moved narcos.
Tech IPOs postponed | Are bankers honest?
Not for the reasons the bankers say. Net supply of equities may be less than expected
Alan Brazil | US Mortgages | Falling excess savings, a red herring
Why falling excess savings is a red herring. Are US mortgages are good investment at current levels?
Stop-loss | Will the Fed slow QT to support bond yields, and when?
Stop-loss triggered. Theory vs Reality. At what point can we expect the Fed to step-in to support rising bond yields?
US Treasuries | Now deemed return free risky assets
Nothing like a good market thrashing to instill some humility