The VIX has finally shown some heart in the past few days. As we expected, the index crept higher a few weeks ago even as the markets were trying to make new highs as volatility …
Continue readingUSO is up almost 2% today, as commodities outperform while stocks underperform, a clear positioning unwind to start the month of June. I wrote about my thoughts on USO in Friday’s Name That Trade post …
Continue readingWhen I first saw the images from Taksim Square on Friday, I didn’t think much of it. Turkey has seen numerous protests for freedom of expression in the past few years, all of which …
Continue readingMorningWord 6/3/13: Not sure why, but I wanted to title this post with a reference to a dog I debated using an oldie but a goodie “the sun don’t shine on a sleeping dog’s ass” …
Continue readingThe first week of any month has the most busy economic data calendar, as it usually includes the ISM Manufacturing, ISM Non-Manufacturing, and Non-farm Payrolls Reports. But this week’s economic data is especially crucial. Bernanke’s …
Continue readingHere is a quick recap of all of the trades that we initiated, closed, managed or expired in the week that was May 28th through May 31th:
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