Category Archives: Market Review

One Man’s Opinion: Markets Have No Purpose Any More…

By Mark Spitznagel After making over $1 billion in one day last August, and warning that “the markets are overvalued to the tune of 50%,“ Mark Spitznagel knows a thing or two about managing tail risk. The outspoken practitioner of Austrian … Continue reading

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One Man’s Opinion: “We Are Unsure Whether To Wear A Helmet Or A Diaper” – Merger Arb Funds Crushed

By ZeroHedge 2015 was the year of M&A (Mergers & Acquisitions): some $5 trillion in global merger and acqusition deals were announced, the highest level ever, topping even pre-crash 2007. In fact, last year there were more mega-deals, those valued … Continue reading

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One Man’s Opinion: Is The Broader Dollar Index An Important Fed-Move Indicator?

The US dollar movement is important because every market variable is either positively or inversely correlated to the dollar, said Jurrien Timmer of Fidelity Investments. When the dollar goes down, liquidity conditions ease up, which is usually the risk-on scenario. … Continue reading

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One Man’s Opinion: Will The Federal Reserve Finally Hike Rates In December?

Morgan Stanley is predicting 3-4 percent earnings growth in 2016 and in 2017, said Adam Parker, chief US equity strategist and director of quantitative research at Morgan Stanley. If investors go out a year from now and pay 16 times … Continue reading

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One Man’s Opinion: “I’m Not Really Sure How Much More Of This I Can Take”

Submitted by Albert Edwards via ZeroHedge Earlier this week we described the personal come to non-GAAP Jesus moment of trading commentator Richard Breslow, who confessed in no uncertain terms that he has had it with endless central banking intervention: “a portfolio built to only … Continue reading

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One Man’s Opinion: Is There A Disconnect Between GDP Readings And Retail Sales Numbers?

US businesses are hiring people but are unable to get much extra output per hour of their work, and so income and sales are sluggish, said Vincent Reinhart of Standish Investment Management, a subsidiary of BNY Mellon. While unemployment rate … Continue reading

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