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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.

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

August 2010

Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1
 
2
Walking the Earnings Beat

(Earnings Performance) 

3
BYO Snorkel
 
(Housing) 
4
 No Room to Consume
 
(Consumer)
5
MRA Risk Dashboard
 
(Risk Dashboard)
6
Culturally Bankrupt
 
(Bankruptcy, Unemployment)
7

 
 
 
8

 
 
 
9
 Technically Cheap
 
(Tech Valuation)
10
FOMC Strangle
 
(Trading Inflation / Deflation Uncertainty)
11
Bernanke and the Stock Market
 
(Bernanke and the Stock Market)
12
 MRA Risk Dashboard
 
(Risk Dashboard)
13
Nightmare on Wall St.
 
(Inflation / Deflation) 
14

 
 
 
15

 
 
 
16
Double Strangle All the Way
 
(Revisiting the FOMC Strangle) 
17
Trades We Like
 
(Trades We Like)
18
 Feel Me Flow
 
(Mutual Fund Flows) 
19
MRA Risk Dashboard
 
(Risk Dashboard)
20
 Wedding Season
 
(M&A)
21
22
23
Wide Load
 
(Sovereign CDS)
24
 Household Imbalanced Sheet
 
(Household Balance Sheets)
25
A Skew View
 
(Volatility Skew)
26
MRA Risk Dashboard
 
(Risk Dashboard)
27
A Calendar Call Spread for QE2
 
(Upside Trade Idea) 
28

 
29
30
Seesawing: The Inflation/Deflation Straddle
 
(Inflation/Deflation)
 
31
Low Volume Got You Down?
 
(Weekly Strangles)

 
 
 
 

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