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These Are The Two Most Crowded Trades As We Enter 2015
One of the conventionally accepted reasons for the unprecedented hedge fund underperformance in 2014 was that the vast majority of the "smart money" left 2013 and entered 2014, just as the 10Y looked...
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When Even Bloomberg Makes Fun Of China's Stock Bubble
"I'm not sure how long this rally will last," warns one Chinese securities analyst, but adds, Chinese investors "tend to ignore important fundamentals" anyway. When even mainstream media is reporting...
View ArticleFrontrunning: January 13
Oil Drops Below $45; U.S. Stockpiles May Speed Collapse (BBG)Pound Drops as Traders Write Off Higher Rates on Inflation Slump (BBG)Oil prices down again as UAE defends holding production (Reuters)The...
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First Of Many: Standard Chartered Hit By Billions In Losses From Commodity Crash
Now that even the pundit brigade has confessed that crashing crude may not be the "unambiguously good" event all of them had sworn as recently as a month ago it surely would be, and stocks are...
View ArticleFrontrunning: January 14
U.S. Index Futures Decline on Commodities Slump, Growth Concerns (BBG)Al Qaeda claims French attack, derides Paris rally (Reuters)Charlie Hebdo With Muhammad Cover on Sale With Heavy Security...
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Monetizing The Spear That The Swiss National Bank Hurled At Swiss Banks and...
Hey, guess what? Global banks rely on leveraged monies used to speculate on things big and small around the world. These speculations are usually denominated in the banks domiciled currency and express...
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Largest Retail FX Broker Stock Crashes 90% As Swiss Contagion Spreads
UPDATE: Knight Trading 2.0? Jefferies executive are reportedly on-site at FXCM discussing a $200 million bailoutAs we first reported last night, FXCM was among the first of many retail FX brokers (and...
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The ECB's 4 QE Scenarios, And Why CS Thinks Waking From The "QE Dream" May Be...
After last week's stunning action by the SNB, which according to most was done in anticipation of what will be a substantial QE announcement by the ECB as the last thing the Swiss National Bank wants...
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How The ECB's QE Is About To Send The Most Deflationary Signal Ever
With every passing day, negative 10Y yields across the developed world's bond market, and not just Switzerland, increasingly appear to be a question of when not if. Paradoxically, the main reason for...
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Spot The Trend: The Richest 1% Are About To Own Over Half Of Global Wealth
Below is a chronological progression of the famous Credit Suisse global wealth pyramid showing a disturbing trend. Try to spot it.2010: 2011: 2012: 2013: 2014: Still not clear? The following two charts...
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The Biggest Problem For European Stocks In One Chart
Readers may be surprised to learn that since Mario Draghi's "whatever it takes" speech, Eurozone equities have substantially outperformed the rest of Europe and performed in-line with the rest of the...
View ArticleFrontrunning: January 21
Obama Targets Income Gap in Address That Shapes 2016 Election (BBG)Republicans Reject Obama’s Main Economic Proposals (WSJ)Senate’s Shelby Says White House Bank Tax Is Dead on Arrival (BBG)Is Dollar...
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Draghi's "QE Dream" Is Finally Over, And Now The Questions Begin
After over 2 years of dragging, pardon the bad pun, the market by the nose, ever since his "whatever it takes" speech in July 2012, Draghi finally folded and launched QE. This, as Credit Suisse warned...
View ArticleFrontrunning: January 23
Saudi Arabia’s New King Probably Will Not Change Current Oil Policy (BBG)Saudi King’s Death Clouds Already Tense Relationship With U.S. (WSJ)Oil Pares Gains as New Saudi King Says Policies Stable...
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When BTFD Fails: Spot The Oil ETF "Knife Catchers"
With crude oil prices once again testing cycle (multi-year) lows this morning - following a brief bounce on the death of Saudi King Abdullah - we thought it intriguing that for the 4th month in a row...
View ArticleFrontrunning: January 26
Alexis Tsipras: the Syriza leader about to take charge in Greece (Guardian)Tsipras to form anti-bailout Greek government after big victory (Reuters)Tsipras Forges Anti-Austerity Coalition in EU...
View ArticleFrontrunning: January 28
Fed seen remaining patient with rate guidance amid global turmoil (Reuters)National Weather Service apologizes for blizzard forecast miss (CBS)Greek PM Tsipras pushes on with radical change, markets...
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Fired Before Hired: How Corporations Rigged The Job Market And Killed The...
Submitted by Daniel Drew via Dark Bid - Truth in Dark Markets blog,The latest corporate scam is to blame workers for the high unemployment rate. They say there is a skills gap. Even President Obama is...
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Teachers' Retirement Funds Are Piling Into Manhattan Real Estate At Record...
Submitted by Mike Krieger via Liberty Blitzkrieg blog,Rather than buying equity interests in buildings, TIAA-CREF and KTCU are seeking to invest in mortgages backed by office towers, retail properties,...
View ArticleFrontrunning: January 30
Falling Prices Spread Pain Far Across The Oil Patch (WSJ)ISIS Group Claims Responsibility for Attacks That Killed 27 in Egypt (NBC)Russia Unexpectedly Cuts Key Rate as Economy Eclipses Ruble...
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