…imal further impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. e Commodities — Stay long Brent and short gasoline. e US stocks continue to gain, with the benchmark S&P500 breaching its all time high level today in a gentle fashion. Bonds are g...
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…orates English words, enabling more flexible expression without the need for frequent invention of new Lojban words. e Long Term Importance (LTI): A value associated with each Atom, indicating roughly the expected utility to the system of keeping that Atom in RAM rather than sav...
…? Is Mnuchin a done deal? Seems too obvious. On Thu, Nov 10, 2016 at 4:58 PM, jeffrey E. <[email protected]> wrote: long dow , short yen euro and pound. long reits, On Thu, Nov 10, 2016 at 10:57 PM, Thomas Jr., Landon_______________________wrote: You called it! How are you po...
…uld flip. Paul Manafort, making a good living in international financial gray areas, his risk calculation based on the long-shot odds that an under-the-radar privateer would ever receive close scrutiny, would now be subjected to microscopic review. His nemesis, Oleg Deripaska—st...
purchase order. Our meetings were now no more than five minutes long. From this moment forward, resolve to keep those around you focused and avoid all meetings, whether in person or remote, that do not have clear objectives. It is possible to do this tactfully, but expect that s...
…ne character per second. Ticker tape eliminated the need for messengers and allowed people to trade in “real time” from long distance. In 1900, 14 year-old Jesse Lauriston Livermore started working as a quotation board boy in the Boston office of Paine Webber. His job was to upd...
If 5d is too short and 35d 1s too long / not enough gamma, Tazia may be able to source liquidity from the street. Am Cc'ing her for any live pricing or additional comment Best Nav This communication may contain confidential and/or privileged information. If you are not the inte...
…atterns from the raw data, we can make predictions about what the data should look like if those hypotheses are right. Along with Plato, such “rationalist” philosophers and psychologists as Descartes and Noam Chomsky took this approach. Here’s an everyday example that illustrate...
…come to the nearly unimaginable target of $1000. “I don’t care if the cat is white or black,” he famously observed, “as long as it catches mice.” Socialism? Capitalism? No matter so long as it produced progress. Deng’s judgment proved out. There were no major wars. Development wa...
…the USD 80.5 - 90/bbl range (WTI with a USD 12/bbl discount). But a sideways move in crude oil is not good enough to be long the commodity. The Brent forward curve has joined WTI and moved into contango as well. Hence, we keep our underweight position. With regards to base metal...
…4) steeper and more volatile yield curve in Japan. « Position for normalization of swap spreads; 30s50s BTP flattener; long EUR/HUF vol; long AUD/USD digital puts; 1y10s20s conditional bear steepener in Japan. There are three key lessons on tail risks from 2016: 1) tail-risk pr...
…g anything just because we think Qe3 is coming in the US (in the form of securities purchases, a permanently controlled long bond, etc). [4] When we began this year, I made the following decision: we would risk underperforming if there was a strong equity rally, out of concerns...
…ut the prior written consent of BofA Merrill Lynch Global Research. This screen was not created to act as a benchmark. Long SX5E 2018 Index dividend futures With our second dividend related trade, we remain long SX5E 2018 index dividend futures (DEDZ8), a trade where we continu...
…s, bull steepening (2yr -48bps, 2510s +28bps) = 10 quarters, bull flattening (2yr - 27 ps, 2510s -30bps) = 12 quarters Long Europe equities via yield stocks & index dividends We continue to run two yield related trades in European equities. First, we remain long a broad selecti...
…uebec province in July, which incinerated a small town and killed at least 47 people, highlighted the risks of the mile-long crude trains crisscrossing the country. The U.S. government is imposing new regulations on oil shipments by rail. Some state regulators wonder if their lo...