“Total Fiasco, Utter Circus!” Cried The CIO Asking "What's The Next Big Trade?"
Some always enlightening thoughts from the latest weekly letter by Eric Peters, CIO of One River Asset Management
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Russell 2000
Indexing Lunacy
By Chris at www.CapitalistExploits.at
Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing.
Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity.
Treasury Specs Are So Short, It Is Now A 4 Sigma Event
With doubts that the "Trumpflation" trade is over creeping ever higher, leading to a precarious decline in the USD in recent days, and prompting comparisons to the Dollar's move at the start of 2016 when the greenback's ascent dramatically reversed...
... resulting in a pick up in the long end, which has outperformed the Dow YTD in 2017...
... it was surprising to see that traders, seemingly unfazed by recent price action, took their record shorts across the Treasury curve, and made them even recorder.
EconMatters Viewer Questions 1-1-2017 (Video)
By EconMatters
How Hedge Funds Closed Out 2016, And Why Hopes For A 2017 Rebound May Disappoint
2016 was a year most hedge funds would be happy to forget.