Tag Archives: investmentideas

Co-Relation Trades & Blowing Up

Here are two case studies of Co-relation trades & blowing up. The common theme in both of these trades: an allergic reaction to be negative carry or paying out premiums. ===== 1) London Whale (2012) Bruno Iskill initiated a curve … Continue reading

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A Storm Is Coming: Bond Market

Catwoman – http://youtu.be/m5VDDJlsD6I?t=10s More in the “Storm is Coming” series ==== —— http://finance.fortune.cnn.com/2013/01/30/goldman-sachs-bond-market/ Goldman Sachs braces for bond market blow up By Stephen Gandel, senior editor January 30, 2013: 1:35 PM ET The bank cuts its interest rate exposure after … Continue reading

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From Jan 2007: Motorola Short???

———- Forwarded message ———-From: Chauncey GardenerDate: Wed, Jan 10, 2007 at 7:44 PMSubject: Motorola Short???To: Obviously, the whole world is talking about Apple’s iPhone. I was on the subway this morning and I all I could overhear p… Continue reading

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NYTimes Stock – A Screaming Buy?

So, the early results for the NYT’s digital subscription plan are out and it seems like has about 250 to 400k subscribers depending on the way you slice the numbers. Their 1 year target is about 1M subscribers which comes to about $250M in revenue… Continue reading

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