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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.

October 2012
September 2012
August 2012
July 2012
June 2012
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

April 2012

Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1
 
2
 Does Anyone (Obama) Care?
 
(Health Care Reform)  
3
Chart Watcher
 
(USD, Euro Skew, Gold Vol, Fear Index)
4
 Isolating Earnings
 
(Earnings Trades)
5
MRA Risk Dashboard
 
(AAPL, SPY) 
6
Good Friday
7

 
 
 
8

 
 
 
9
AAPL, VXX and Positioning
 
(AAPL, SPY) 
10
Revisiting TARP Warrents
 
(TARP Warrants)
11
It's a European Walk-Off
 
(French Elections and Euro Vol) 
12
MRA Risk Dashboard
 
(Euro, Volatility Term Structure)
13
 Ideas, Execution, Integrity...and Thanks!
 
(Thank You to Our Valued Clients)
14

 
 
 
15

 
 
 
16
What the FERC!

(FERC Decision Reaction)

17
Target: Spain
 
(Spain, Bank Deposits)
18
Where's All the Money Going?
 
(Fund Flows)
19
MRA Risk Dashboard
 
(Oil Vol, USO)
20
 Trading Policy Dysfunction...Volitics
 
(Fiscal Challenges)
21
22
23
Three Head Scratchers on the Risk Front
 
(Euro Vol, US CDS, GLD Termstructure)
24
Did They Forget to Mention the Pension?
 
(Underfunded Pension Liabilities) 
25
FOMC Bang For Your Buck
 
(FOMC Thoughts)
26
MRA Risk Dashboard
 
(SPX, VIX, V2X)
27
The Zeroes
 
(Single Stock Implied in 0th Percentile)
28

 
29
30
Squeezy Earnings

(Potential Short Squeezes)


 
 
 
 

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