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2020-05-10
Levitating markets, my sad P&L, prospect of inflation, Bitcoin, 1990s Arizona.
May 10, 2020
•
James O'Beirne
6
April 2020
2020-04-03
Knock-ons and transmission problems
Apr 3, 2020
•
James O'Beirne
4
1
March 2020
2020-03-30
King Dollar
Mar 30, 2020
•
James O'Beirne
4
3
2020-03-25
Our first bounce. Are we reflating? A tour of impending terror. And Boeing.
Mar 25, 2020
•
James O'Beirne
7
2020-03-23
Fed pumps big, I'm still short, and admonishments on dip-buying from Japan.
Mar 23, 2020
•
James O'Beirne
4
1
2020-03-18
Slow fiscal. Fed to buy bad corporate debt?
Mar 18, 2020
•
James O'Beirne
3
2
2020-03-17
Fed bazooka and the wait for fiscal
Mar 17, 2020
•
James O'Beirne
5
2
2020-03-14
What a week. I talk trades, PNL, and macro gloom'n'doom.
Mar 14, 2020
•
James O'Beirne
5
2020-03-12
Oh wow. Manage your risk - reduce exposure to equities. It's a long way down. Also: my positions and how I'm trading them.
Mar 13, 2020
•
James O'Beirne
10
Dumb retail gauges systemic risk
Welcome to bearhaus.
Mar 12, 2020
1
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