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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

January 2012

Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1
New Year's Day 
2
3
 Beware the Group Think
 
(Navigating 2012)
4
MRA Sector Dashboard
 
(SPX and Sector Vol)
5
MRA Risk Dashboard
 
(EEM, Hungary)
6
Being Comfortably Long
 
(Stock Replacement Names)
7

 
 
 
8

 
 
 
9
Weekly Comes Cheaply 
 
(Weekly Vol)
10
Greek Tragedy: Act 3
 
(Greek Debt)
11
Opus Financialatum: Q4 2011
 
(Earnings Mosaic)
12
 MRA Risk Dashboard
 
(Macro/Micro, Index Vols)
13
Making Money When the Market is Monotonous
 
(Shorting Vol with Defined Premium)
14

 
 
 
15

 
 
 
16
17
Dispersion Don't Dance
 
(Correlation vs. Implied Vol)
18
Squeezy Does It
 
(Short Squeeze Candidates)
19
MRA Risk Dashboard
 
(XRT vs. SPY)
20
Chart Watcher
 
(Nat Gas, VIX Implied Vol)
 
21
22
23
FOMO Arigato
 
(Cheap Upside)
24
QE3...Will They or Won't They?
 
(FOMC)
25
FOMC Shakeup
 
(Weekly FOMC Strangle)
26
MRA Risk Dashboard
 
(Portugal, GLD, GLD vs. GDX)
 
27
Opus Financialatum: Q4 2011 Update
 
(Q4 Update, Earnings)
28

 
29
30
Germany: Not the Wurst
 
(Germany)
31
Europe, Abridged
 
(Eurozone)

 
 
 
 

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