‘Stocks are at the highs, vol is at the lows. I’m on the record short small caps. I’m not going anywhere. I think hedging makes sense here.’ May 17, 2024 3:21 pm
Hedging activity has risen as yields continue to climb… If earnings are good many will get f**ked. October 22, 2023 6:42 pm
Stocks are rallying this time as credit spreads are widening. Someone is hedging for armageddon! October 12, 2023 9:42 am
Japanese Investors Shift Away from U.S. Bonds Amid Rising FX Hedging Costs and Anticipated Higher Yields August 1, 2023 8:45 pm
