My reaction to this is the same as my reaction every time I see a bull case with only half the data. Why are the only numbers you are showing positive? If the company managed to decrease debt over the... (More)
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The Fed isn’t going to look at equity prices to make that determination, they will increase the size and scope of their activity if credit spreads widen, or the UE rate kicks back up or something like that. Directly responding... (More)
This is very much a devil in the details kind of question, being ’long vol’ can mean different things. Do you want to profit from an increase in volatility, or do you just want exposure to the tail risk of... (More)
Inflation is necessarily bad for the economy, or at least demonstrates some level of weakness which results in inflation. A broad increases in the prices of goods and services means that the productive economy can’t keep up with demand at... (More)
The answer is no, simply because velocity of money isn’t a measurement it is a calculation. M*V=P is the equation which makes V=P/M, so if the money supply is flat or decreasing and prices are increasing then by definition velocity... (More)