Raoul Pal, the founder of the Global Macro Investor, is one of the few guests we have on CNBC’s Fast Money program that connects macro dots back to the stock market in a way that even a monkey …
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Let’s power through this together. For the last couple months I have been of the belief that no matter how far we bounced off of the February lows, the eventual failure will likely be below the …
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We’ve been for months on RiskReversal that while there’s a lot to avoid in this market, there are a few investment thesis that have a high probability of success in volatile times. Some of these theses can be considered …
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Back on January 15th we laid out a bullish case for being long U.S. Treasuries and detailed our bullish trade in the TLT, the iShares 20 year Treasury Bond etf to reflect this view (read: Trade …
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Yesterday in my MorningWord (Skyfall for Treasury Yields?) I offered my take on the prior night Fast Money guest Raoul Pal‘s view U.S Treasury yields were likely to go lower over the course of the next year, …
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We had Global Macro Investor‘s Raoul Pal on CNBC’s Fast Money last night. He detailed his generally gloomy outlook for the global economy and offered a fairly non-consensus view that the yield on the 10 …
Continue readingCrude Oil remains the headline, now down 11% this month a lone, trading very near 52 week and 7 year lows. Today the commodity opened up 3% after supply data came in weaker than expected, …
Continue readingToday we got less than expected easing from the ECB that triggered a massive risk off sell off in Europe, while on this side of the Atlantic the Fed Chair continues to make the case …
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Yesterday’s price action in U.S. stocks following the release of the October FOMC meeting minutes suggests, at least for now, that equity investors are comfortable with the notion of a rate increase at their Dec …
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At 8:30 am on Friday morning the investment world finally got the answer to the question it had been asking for years. When exactly will the US raise the Fed Fund rate (for the first …
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