Archive - bearhaus

New Top Discussion

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

Our first bounce. Are we reflating? A tour of impending terror. And Boeing.

Mar 25, 2020

Levitating markets, my sad P&L, prospect of inflation, Bitcoin, 1990s Arizona.

May 10, 2020

Mar 30, 2020

Fed pumps big, I'm still short, and admonishments on dip-buying from Japan.

Mar 23, 2020

Knock-ons and transmission problems

Apr 3, 2020

What a week. I talk trades, PNL, and macro gloom'n'doom.

Mar 14, 2020

Fed bazooka and the wait for fiscal

Mar 17, 2020

Slow fiscal. Fed to buy bad corporate debt?

Mar 18, 2020

Welcome to bearhaus. 🐻 Between corporate & sovereign credit bubbles, cryptocurrencies, and overextended P/E ratios, we’re in strange times. I’m going…

Mar 12, 2020

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts