The Correlated Shock
A question we often ask is; “what is your quarrel with price?” In our humble opinion markets are not efficient in a macro (or micro)...
The Correlated Shock
The End of Super-Abundant Liquidity
The Smiling Assassin (the Dollar Smile)
China's "Real" GDP
Now for the Payback?
Contagion
The A-Team & Mr. T (taper)
Delta Skelta to the Gamma Hammer
End of the Consolidation Phase
How Much Can a Panda Bear
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