No. The carry trade flows, combined with trade deficit monies repatriating prior to "Liberation Day" were both suppressing treasury yields and...
Until JGB yields stabilize or whatever the f--- the BoJ is doing, the old markets aren't coming back. Trump is causing global rates to rise, and...
The negative "wealth effect" is a policy goal. Trump knows how dumb the general public is about markets. He can actually blame Powell, and then...
How will bank stocks do in this market? Earnings were good. Will there be a move into dividend payers and lower beta?
Are we gonna open lower on monday?
Mark remember XIV? Yeah, they lost bro. [ATTACH]
I want to compare two structures. Let's say I sell two ATM puts and buy an ATM call and 2x 25 delta calls. How does this position differ from...
Nobody's ever seen anything like it.
He deleted his username/thread. This forum isn't worth his time.
I know gamblers. They're chasing a rush. They can lose 20 times in a row and win less than they lost and LOVE IT. Mindless gambling on slots....
We used to talk about US exceptionalism. That the US would maintain a low interest rate (negative real rates) regime, and be the "safe haven",...
Let's say I'm hedging front month VIX with the next contract. What's the ratio, and what's the carry? It's based on vega or what?
Dude, the whole thing is about China. Ever heard of the 'belt and road' or how China is building/leasing/seizing deep sea ports all across the...
Trump is destroying the WTO and NAFTA. The US market is too big to be locked out of. There is no alternative market that can absorb the supply....
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