Search results

I don't really see anything all that exciting to do right now in the energy complex. Number lines are all back to neutral. Prices at current levels are kind of in the middle of ranges. Vol is neither all that cheap or expensive. I like to construct trades on the edges. I think there will...

Yeah I thought you were referring to the prompt that almost hit parity on delivery.

Yeah the exchange traded spread already rolled but the delivery squeezed into settlement. Dec WTI/Brent is -3.12

That means stocks are going a lot higher. LOL. I have no idea why he would say buy bonds. Bonds have been acting very poorly on market selloffs.

These were flys on FB and GOOGL that I bought into the correction when vol spiked.

https://www.managedfunds.org/wp-content/uploads/2013/07/MFA_HedgeFundPerformance.pdf Little more data centric here.

http://www.businessinsider.com/hedge-funds-and-sp-500-nearly-identical-2013-8

Finally selling these for nice gains.

I think Bonds smell a rate hike on Wednesday.

Well, if that is the argument they are trying to make, they failed. The purpose of hedge funds is NOT to outperform the market. It's to out perform the market on a "risk adjusted" basis. So while returns of many funds have lagged buy and hold indexers, on a risk adjusted basis, most hedge...

No "that" is that part that is NOT news. The timing part is pushing the story out right after a correction as to suggest correlation of which there is not. In fact, the irony of the story and the timing is that the one "meaningful" aspect that they '"could" have reported on is that hedge funds...

Yeah that has been by far the best trade in WTI the last two months.

ACD works very well with the grains both intra-day and long term.

Gabfly, the timing of the article happens right after a market correction. There is nothing new in that article. The above quotes have been going on for years, nothing is new there. They always roll out these articles when the market sells off and tries to make a correlation when there is...

I did Gabfly.

Welcome to the thread. Regarding vol indicators...I've sprinkled seeds over the last few 100 pages about them. I use to have one but now I have expanded to four. They are unique and not really talked about much in the media so I've found the signal to noise ratio pretty attractive. I don't...

These articles are very misleading. They are implying that these funds did poorly simply because stocks sold off. The fact of the matter is many of these funds are highly concentrated in emerging markets, in debt, currency and equity. They went there chasing yield because bond yields in the...

http://www.visualcapitalist.com/the-petrostate-hex-how-plunging-oil-prices-affect-currencies/ Banjo posted this on another thread. This is what I keep repeating over and over on here. Some of the best tells in oil are directed through the currency markets. This is a great article. Read it!

Yeah I posted my theory a few posts back. We got a violent pullback off the highs which more often then not sets the stage for a parabolic climax. The pullback off the highs is just violent enough to get the shorts to bite and bite they did.

http://www.zerohedge.com/news/2015-09-12/recipe-mother-all-short-squeezes It's all playing out just like I expected...