Is the short vol trade the pebble that starts the avalanche?
In June 2007, two relatively obscure Bear Stearns mortgage funds closed. With the benefit of hindsight, this was the startRead more.
Meltdown – what do you do?
With markets in free fall over the past two days, the question for investors is what to do? Here isRead more.
Some Coalition in-fighting on electric cars and a new electric “Black Cab” in London caught my eye overnight and given ourRead more.
Bracing for a near term melt up
I wanted to follow up on Jeremy Grantham’s comments from yesterday and run through some of GMO’s asset allocation viewsRead more.
IMF debunks “China is different” meme
The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China Different?” The answer? Not inRead more.
Stocks to short for your grandkids
Richard Bookstaber recently put out an interesting post on sectors that he thought had problems on a 30-40 year view.Read more.
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