Quant Tactics & Fat Right Tails
Tyler here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot us an email at alex@macro-ops.com and I’ll share it with the group. Article I’m reading — One of my favorite traders of all time, Ed Thorp, sat down for an interview with the guys over at […]
Hated Euro Banks Are The New Turnaround Story
European financials have been one of the most hated areas of the market for years. Investors have been jumping ship and moving capital to a more productive place. It’s just too hard for these banks to make money with interest rates so low. But the bear thesis dies once interest rates reverse trend. With higher […]