In the last month and change we’ve focused some short delta ideas that have some similar themes (e.g. increased chances of recession Europe post Brexit). We expressed those views in 3 etfs in particular that …
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We’ll be fighting in the streets With our children at our feet And the morals that they worship will be gone And the men who spurred us on Sit in judgement of all wrong They …
Continue readingYesterday we looked to fade the European stock rally into what markets (and we) assumed would be a Remain vote in the UK with the use of a calendar put spread in the EuroStoxx 50 …
Continue readingNo matter what you think global stocks should do on Brexit referendum results, European stocks have already factored in a higher likelihood of a Remain vote. The rally in the past week has them nearly …
Continue readingYesterday’s strong rally in the SPX was one of those head-scratchers. Although there was obvious technical support in the S&P500 (SPX) at 2045 and an up day was probably overdue, the strength of the bounce …
Continue readingHallelujah!! ECB QE is here. And you know the old saying, don’t fight the ECB. But will the ECB pack the same sort of rip your face off sort of umph that Federal Reserve’s relentless …
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