Our two “top-down” trades that have gone wrong in 2014, have been the yield curve flattening, where we thought rates…
We haven’t done a Linkfest in a while. Tadas Viskanta’s “Abnormal Returns” is the gold standard amongst the blog distributor’s,…
Having been fortunate to be invited to a fixed-income roundtable this morning to hear John Miller of Nuveen’s High Yield…
SP500corrections The above link is our/my internal spreadsheet noting the last few year’s history of SP 500 corrections. Note how in…