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,…
Per Thomson Reuter’s, “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 fell this week to $126.78…
Having been fortunate to be invited to a fixed-income roundtable this morning to hear John Miller of Nuveen’s High Yield…
Per Thomson Reuters’s, “This Week in Earnings” the forward 4-quarter EPS estimate fell $.07 this week to $127.00 even,…