Conference Calls
Conference Call Replay – Detailing Fiscal and Monetary Stimulus
March 25, 2020
A replay of our March 25, 2020 conference call
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Trump, Biden and Now Cuomo
March 25, 2020
Trump's approval rating is at a three-year high. Meanwhile, the betting markets are turning slightly against Joe Biden, but he is still the overwhelming favorite.
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Quick Comments/What We’re Reading
March 25, 2020
Today's topics include the Senate agrees on stimulus bill, volatility windfall for banks, the coronavirus trade-off, gauging the hit to employment, the dash for cash, a real estate fight is brewing, quant funds pull back, and crude oil discounts.
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Cartoons
March 25, 2020
Newsclips
Forecasts Slowly Responding to Coronavirus
March 24, 2020
The floodgates are open. Look for forecasts for Q2 2020 and the rest of the year to drastically change to some of the most extreme readings ever seen. At this point, these are no more than wild guesses. Take this as a signal that quantitative approaches at fair value are not possible in this environment.
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Quick Comments/What We’re Reading
March 24, 2020
Today's topics include data finally starts rolling in on post-COVID world, QE infinity, newsflow sentiment, negotiations continue for virus stimulus bill, the great liquidity crisis, a system-wide margin call, how long can businesses last?, and REITS under pressure.
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Cartoons
March 24, 2020
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Thoughts on the Fed Announcement
March 23, 2020
It is difficult to find a superlative to describe what the Fed announced this morning. At first blush, it looks like they are nationalizing financial markets, except for equities and high yield.
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Quick Comments/What We’re Reading
March 23, 2020
Today's topics include more on relaxing banking regulations, dysfunctional bond ETFs, the fiscal response to COVID, problems continue for prime money market funds, yield curve control, a look back at previous bear markets, and global debt.
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Cartoons
March 23, 2020
Conference Calls
Conference Call Replay – Why Aren’t the Dealers Taking the Fed’s Money?
March 20, 2020
A replay of our March 20, 2020 conference call
Newsclips
Quick Comments/What We’re Reading
March 20, 2020
Today's topics include the initial claims numbers are about to get crazy, the Fed is likely to increase its Treasury purchases beyond $500 billion, risk parity, record bond fund outflows, more debate on shutting down markets, filling the strategic petroleum reserves, and Lagarde will do everything necessary.