MorningWord: 4/2/12: Here on a fancy Street called Wall we have many odd habits, none sillier than going on and on about things like gdp’s, pmi’s and ism’s. The fumiest thing about those little 3 letter zingers …
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MorningWord: 3/30/12: Today’s opening of U.S. markets (S&P futures up about 50bps) feels like a fairly fitting end to what was a near historic quarter. Sentiment changed on a dime in Jan, with the change …
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MorningWord: 3/29/12: I think it is fairly safe to say that decent Q1 earnings are baked into the cake with the SPX at current levels, the real question for any near term continuation of the …
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Here’s the important parts of the S&P release. In bold is the issue we’ve been incessantly talking about here at Risk Reversal for the past few months. (via WSJ) We have lowered the long-term ratings …
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With the changing of the calendar, CC and I wanted to take the opportunity to thank all of you who have been with us for the past months and welcome all of you that are …
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Risk Reversal wishes you, your family and friends a wonderful Holiday season.
Continue readingMS is trading up almost 5% on this morning on earnings results that topped analyst expectations (albeit dramatically lowered ones)……The reversal off of 5 2week lows by BAC and GS tuesday and the strong relative performance by WFC …
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Dan hinted a little about this in his earlier post on the Nasdaq Composite‘s tendency to overshoot, and I wanted to follow up on it a little bit. One of the reasons you won’t see …
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There has been a lot of noise surrounding BAC of late…..largely to do with unhappy buyers of mortgage securities sold by the bank pre-financial crisis and a very large settlement that one very large shareholder …
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Some updates on some outstanding trades mentioned on Risk Reversal
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