A much better “tell” on Chinese growth than pumped up state data. @Quillintel@SoberLook pic.twitter.com/tS5sQatzE9 — Danielle DiMartino Booth (@DiMartinoBooth) April 1, 2020 April 1.. good one China pic.twitter.com/8tv4SGKsYz — *Walter Bloomberg (@DeItaone) April 1, 2020 The Asian countries that benefited the most from the trade war fallout have seen meager rebounds vs China which calls … Read more
Emerging markets post record $83 billion outflow in March due to coronavirus shock, says @IIF – $52 bln equity outflow, $31 bln debt outflow. Compared to previous episodes of EM stress … there is no comparison.@RobinBrooksIIF @SergiLanauIIF pic.twitter.com/M8ixtpGp4l — Jamie McGeever (@ReutersJamie) April 1, 2020 https://twitter.com/Birdyword/status/1245149005387952128 A new wave of ASF is hitting #China >>African … Read more
by Hanz-Wermhat Long time lurker first time (non-shit post) poster, felt I would give back some knowledge I have learned recently on how you can use VIX to see how retarded your PUT positions are. VIX is calculated using the pricing of OTM options, the higher the pricing the higher the implied volatility and likelihood of … Read more
by Joesocktwo For the handful of people here who actually understand greeks, this post isn’t for you. For the rest of you numbnuts buying 0DTE FDs, this is for you. Virtually every major crash has a characteristic anatomy You’re on the tail end of the last big upswing before the bottom of the crash. … Read more
by Reptar4President I’m looking at putting some money into a few different small and micro-caps, and one big boy. Thought I’d put them out there and see if anyone has any thoughts on them. Some background: I used to trade individual stocks (we’re not talking much, I had maybe $20k in a fund) but stopped … Read more
by Connorvo We have been looking at unusual insider compensation activity (executive purchases, sales, grants) for a while now and will start posting the previous week’s findings here. It is still a fairly new effort and we need a bunch more time/data to verify the long-term results, but the early findings have been promising. We … Read more
https://www.worldoil.com/news/2020/3/31/oil-selling-below-10bbl-at-key-american-hubs Oil selling below $10/bbl at key American hubs By SHEELA TOBBEN on 3/31/2020 NEW YORK (Bloomberg) –Oil is selling for less than $10 across key North American hubs as the global demand shock from coronavirus leaves crude with nowhere to go. The coronavirus pandemic has hit demand so hard that as benchmark futures plunge to lowest in … Read more
For any bullish investors left, the reality checks are coming thick and fast https://t.co/9ztKPNui76 via @markets — Sam Potter (@SamJPotter) April 1, 2020 Good memo from Howard Marks: “.. assets were priced fairly on Friday for the optimistic case but didn’t give enough scope for the possibility of worsening news. Thus my reaction to all … Read more