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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

February 2010

Sunday Monday Tuesday Wednesday Thursday Friday Saturday
 
1
Serenity and Austerity NOW!!
 
(Sovereign Risks, Inflation or Deflation)
2
Mellow Yellow
 
(Gold Skew)
3
"Break the Wrist and Walk Away"
 
(Strategic Defaults)
4
The Long March Out To September
 
(XLF Termstructure, Policy)
5
European Smelting Pot
 
(Gold, Volatility, Euro) 
6

 
 
 
7

 
 
 
8
 Greek Musings
 
(Greece)
9
  Retail Has a TGT on its Back
 
(A Retail Vol Trade) 
10
Sufferin' Sovereign
 
(Sovereign Risk, Volatility)
11
Every REIT Has Its Thorn
 
(IYR Skew vs. SPY) 
12
Commodity Chaos
 
(Commodity Volatility) 
13

 
 
 
14

 
 
 
15
Presidents' Day 
 
16
Grabbing Seconds from the Buffett
 
(Revisiting Berkshire Volatility) 
17
The Strangle Hold
 
(Credit Worthy Dividend Plays, Overwrites)
18
Trades We Like
 
(Trades We Like) 
19
 Conference Call: Curves Ahead
 
(Conference Call, Vol Survey)

 

20
21
22
Velocity Slow...Rates Stay Low
 
(Fed Hikes, Velocity of Money)
23
 Debt Trap
 
(Debt Trap, Sovereign Risk)
24
 Bigger is Better
 
(FDIC Problem Banks, Bank Volatility)
25
Large and in Charge
 
(Small Cap vs. Large Cap Vol Trade))
26
ABCs of BAC Warrants
 
(BAC Warrant Auction)
27

 
28

 
 
 

 
 
 
 

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