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Don’t Buy Protection When you Must, Buy It When You Can
As greed took over fear, investors managed depressing protection premium to way too low levels. We have been writing about…
February 7, 2019
Bears in Hibernation as Greed Overtakes Fear
Most things change, but there are some things that never change, namely the stupidity of crowds. This can explicitly be…
February 7, 2019
AUD – Canary in the Coalmine?
Another day with relatively boring equity markets, but some assets are moving and receiving zero attention from (equity) investors. The…
February 7, 2019
All In?
All in? Maybe, but before we go all in, we need to decide long or short. SPX and NASDAQ are…
February 6, 2019
5 Key Innovations Driving the Future of Cannabis
It’s said that necessity is the mother of invention. As cannabis breaks into the mainstream, the complex web of regulations…
February 6, 2019
No DAX No (real) European Bull
Mighty DAX used to be the main driver of Europe, but that has changed. The DAX has bounced as global…
February 6, 2019
CTA Started Buying This Last Leg Higher as VIX Crashes?
When you look at volatility of major equity indices, they all look like charts of companies that have profit warned.…
February 5, 2019
Chase It?
We have written about the “DNA of the SPX” on several occasions. Below is just a quick reminder: All bigger…
February 5, 2019
Bullish or Bearish?
For some longer-term perspective, bulls and bears since 1926. Source: First Trust Advisors
February 5, 2019
VIX Vixxed
VIX is currently trading at the lowest levels since early October. The entire panic move in VIX has now all…
February 5, 2019