Market Thinking

making sense of the narrative

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Tag: Bull/Bear

August Market Thinking

Are we there yet? Markets are asking the same question as bored children stuck in a long delay at Dover “Are we there yet?” The second half of July saw yet another bear market rally and while we are not Read more…


Options trading gives options for trading

Short Term Uncertainty As we run into Thanksgiving, traditionally the ‘end of the year’ for a lot of trading funds, many market signals are being distorted; by options trading and gamma squeezes in equities and by forced unwinding of curve Read more…