May 10, 2012 by Enis • Commentary

Update May 10th, 2012:   JPM is lower by more than 6% after hours after an announcement that they will be taking a $2 billion trading loss from positions in their Chief Investment Office.  Putting …

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May 10, 2012 by Enis • Commentary

CC’s analysis has a substantial amount of macro appeal, especially since the crude inventory levels are at historically high levels.  My first instinct was to look for the oil names that both looked vulnerable and …

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May 10, 2012 by Enis • Commentary

I was debating between 2 interesting charts for today’s chart of the day, but I chose the following one because of its near-term relevance (while I’ve saved the other chart for another day – it …

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May 8, 2012 by Enis • Commentary

The corporate bond market is significantly underappreciated by the mainstream media.  While stocks get all the attention, the U.S. corporate bond market is estimated around $7-9 trillion, by far the largest corporate bond market in …

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May 7, 2012 by Enis • Commentary

On another morning of Greek headlines, some may ask, why does Greece even matter?  As many pundits like to argue, the size of Greece’s entire economy is only 2% of that of the U.S., and …

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May 6, 2012 by Enis • Commentary

CC and I want to take the opportunity to introduce an addition to the RiskReversal.com team that we think will be transformative for our product as we enter our second full year of the service.  Enis …

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