by Paul Nojin | Apr 15, 2017
The oil price is influenced in a major way by the hedging activities of producers. Here is some excellent research on the subject, and what it means for the oil price.
by Paul Nojin | Feb 7, 2017
The US Federal Reserve holds $1.75 trillion in mortgage backed securities on it’s balance sheet, a hangover from Quantitative Easing. What happens to mortgage rates when the Fed starts to unwind these positions?
by Paul Nojin | Feb 1, 2017
Ray Dalio trumped the competiton in 2016 making $4.9 billion for Bridgewater clients. Nevertheless, the returns generated by hedge funds in general were again lass than impressive in 2016, with the weighted return for the industry just 2.6%.
by Paul Nojin | Jan 30, 2017
The most expensive house in the US has just hit the market at a cool $250 million. The odds are high that the buyer will be a trader of some kind. It really is only the masters of the market that can afford houses of this kind.
by Paul Nojin |Jan 23, 2017
The short bond market trade is a crowded trade, with hedge funds en masse holding large short positions. The short trade certainly makes sense, but will the bonds stage a bear market rally and trigger a truck load of exit stops?
by Paul Nojin | Jan 6, 2017
Bentley has once again raised the bar with the new 700 HP Continental Supersports. This ultra luxury, beautifully styled super car goes from 0 to 60 mph in just 3.4 seconds.