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MRA Strategy & Market Commentary

In order to effectively develop and communicate actionable ideas to our clients, we have restricted public access to our strategy pieces. If you are an institutional investor and are interested in receiving our daily strategy pieces or would like to be added to our daily distribution list, please email Dean Curnutt at .

For all press inquiries, please contact Dukas Public Relations at (212) 704-7385 x 3664.

A history of daily commentaries and their respective topics by month can be accessed using the following links. Please contact us for more information or to obtain a past copy.

May 2012
April 2012
March 2012
February 2012
January 2012
December 2011
November 2011
October 2011
September 2011
August 2011
July 2011
June 2011
May 2011
April 2011
March 2011
February 2011
January 2011
December 2010
November 2010
October 2010
September 2010
August 2010
July 2010
June 2010
May 2010
April 2010
March 2010
February 2010
January 2010

April 2011

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

 
 
 
 
1
 A Pair of Macro Shorts
 
(Yen, Treasuries)
2

 
 
 
3

 
 
 
4
Spain has a Contagion 'Firewall?'
 
(Spain, Sovereign Risk)
5
Euny Muni Miny Moe
 
(Muni Debt) 
6
 Gold at its Highs is Still a Buy
 
(Gold)
7
MRA Risk Dashboard
 
(ECB, XLF Vol, VIX Term Structure)
8
Rose Colored Glasses
 
(Inflation & Risk On)
9

 
 
 
10

 
 
 
11
A Roadmap for MENA Uncertainty
 
(MENA Conflicts Conference Call)
12
Five Shots of Goldschlager Please
 
(Inflation/Deflation, Gold)
13
Raise the Roof
 
(US Budget Deficit, Inflation/Deflation) 
14
MRA Risk Dashboard
 
(ITRX vs IG, SLV and GLD Volatility)

15
MRA Turns Two
 
(2 Year Anniversary)
16
17
18
 Skew-bee-doo-bee-doo
 
(Volatility/Skew)
19
Yearnings for Earnings
 
(Earnings Plays)
20
Macro Vol Three Pack
 
(Macro Vol Trades)
21
The NFL Lock-out: Unnecessary Roughness
 
(NFL lockout)
22
Good Friday
23

 
24

Easter Sunday

25
 MRA Sector Dashboard
 
(Volatility, FOMC, Weeklies)
26
Have your Cake and Eat it Too
 
(Stock Replacement Names) 
27
FOMC Tasting Menu
 
(FOMC Weekly Plays)
28
MRA Risk Dashboard
 
(Eurozone CDS, Euro, Silver)
29
 All That Glitters Is Not Gold
 
(Silver Futures Curve)
30

 
 
 

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