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Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
Saturday |
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1
A Tale of Three VIX
Trades
(VIX Trades We Like) |
2
MRA Risk
Dashboard
(EUR vs. SPX Vol and Econ
Data) |
3
Do OREOs Fatten Loan
Loss Provisions?
(Banks and REOs) |
4
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5
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6
Chart Watcher
(Charts on Inflation, Margin Debt, New
Issues, QE Effect) |
7
A Volatility
Conundrum
(SPX vs. VIX
Underpreformance) |
8
Regulation
Strangulation
(Banks and
Regulation) |
9
MRA Risk
Dashboard
(SPX Skew, GLD Vol, Realized Vol of
VIX) |
10
"You Dipped...Then You Dipped
Again"
(Home Prices) |
11
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12
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13
MRA Sector
Dashboard
(Industrials vs. Energy,
Financials) |
14
Delayed Reaction
(SPX Volatility) |
15
MRA Sovereign
Dashboard
(Greece, Spanish
CDS) |
16
MRA Risk
Dashboard
(VIX Underpreformance, Euro
Skew) |
17
Message in a Bottle: Australia at
a Crossroads
(Australia: Themes and
Trades) |
18 |
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19 |
20
What We're
Watching
(Greece, HF Redemptions, Positioning,
Inflations B/E) |
21
Summarizing
Sovereign
(European Sovereign
Risk) |
22
Earnings on the
Cheap
(Earnings Calendar
Spreads) |
23
MRA Risk
Dashboard
(SPX Gamma, Earnings
Concentration) |
24
Trades We Like
(SMH, SPY, SPX, USO) |
25 |
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26 |
27
Semis vs. Chemis
(SMH vs. XRT) |
28
What Could Go
Right?
(Market Positives) |
29
One Fine Day
Trade
(Qrtly/Weekly 1 Day
Option) |
30
MRA Risk Dashboard
(SPX Implied vs.
Realized Vol, French Banks) |
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