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Hugh Hendry: “We Are Running A Trumpian Portfolio”
Presenting the end of year macro observations on a “Trumpian new world order”, from Eclectica’s Hugh Hendry Right Here, Right Now? As you know, back in late 2014 we were more constructive on risk...
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Advice from the trader who made $1+ billion in 1929…
Via Soveriegnman.com [Editor’s note: This letter was co-written with Tim Price, co-founder of the VT Price Value portfolio and editor of Price Value International.] In the late spring of 1720, Sir...
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A Market In Which “Shocks No Longer Shock”: Deutsche’s Kocic Explains How To...
Back in June, one of Wall Street’s more philosophical derivatives strategists, DB’s Aleksandar Kocic looked at the state of the market and postulated that far from “stable” the existing risk...
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