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2020-05-10
Levitating markets, my sad P&L, prospect of inflation, Bitcoin, 1990s Arizona.
May 10, 2020
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James O'Beirne
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2020-05-10
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2020-04-03
Knock-ons and transmission problems
Apr 3, 2020
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James O'Beirne
4
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2020-04-03
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2020-03-30
King Dollar
Mar 30, 2020
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James O'Beirne
4
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2020-03-30
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2020-03-25
Our first bounce. Are we reflating? A tour of impending terror. And Boeing.
Mar 25, 2020
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James O'Beirne
7
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2020-03-25
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2020-03-23
Fed pumps big, I'm still short, and admonishments on dip-buying from Japan.
Mar 23, 2020
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James O'Beirne
4
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2020-03-23
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2020-03-18
Slow fiscal. Fed to buy bad corporate debt?
Mar 18, 2020
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James O'Beirne
3
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2020-03-18
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2020-03-17
Fed bazooka and the wait for fiscal
Mar 17, 2020
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James O'Beirne
5
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2020-03-17
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2020-03-14
What a week. I talk trades, PNL, and macro gloom'n'doom.
Mar 14, 2020
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James O'Beirne
5
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2020-03-14
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