| Sunday |
Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
Saturday |
|
1
MRA Risk
Dashboard
(VIX, International
ETFs) |
2
Payrolls
Prognosis
(Payrolls, SPX)
|
3
|
|
4
|
5
The Big Picture
(Risk, Financial/Economic
Policy)
|
6
Sovereign Risk
Dashboard
(Euro, Swiss Franc, Currency
Distortions) |
7
Sovereign Risk
Dashboard
(Euro, Dollar
Funding) |
8
MRA Risk Dashboard
(VIX, Gold,
Currencies)
|
9
REFIed Beans
(Mortgage
Refinancing) |
10
|
|
11
|
12
Gathering Gold
Gamma
(SPX-GLD and
Oil-GLD Correlation) |
13
Dutch Disease
(Euro, US
Manufacturers) |
14
A Technical
Rally
(Short Interest, Gamma
Hedging) |
15
MRA Risk
Dashboard
(VXX, VIX Inversion) |
16
Is Vol Worth
It? Some Thoughts and a Hedge
(VIX and SPY Calendar Put
Spread) |
17 |
|
18 |
19
Hedge to Hedge
Showdown
(SPY Calendar
Spread) |
20
Favorable Vols on VIX
Calls
(SPY Puts vs. VIX Call
Vol) |
21
What Would Sassy Silvio
Say?
(Sovereign Risk,
Banks) |
22
MRA Risk
Dashboard
(The Fed, EM Currencies,
Gold) |
23
Narrative Fallacy, Part
2
(Equity Valuation) |
24 |
|
25 |
26
You
Frontin?
(SPY
Put Spreads) |
27
The Rebalance
Trade
(SPY Quarterly
Rebalance) |
28
BBG Dealmaker
Summit
(Conference
Takeaways) |
29
MRA Risk Dashboard
(GLD, SLV,
Inflation Breakevens)
|
30
Getting Freaky with the
Weeklies
(Calendar Put
Spreads) |
|