Shades of 2007?

Nice graphic in today’s FT showing the spike in vol and sell-off in risk (Greek bond yields jumped from 5.5% to 9% in the past few days).

I still think this is mostly noise, a normal, and overdue, correction. But, stay tuned….

• 7 Apr, 2016

  Still in Neutral

  The first quarter began with a bang and ended with a whimper. At least, that's the message from the VIX (volatility ...

• 6 Jul, 2018

  Not Beach Reading

  I love the beach. And I read a lot. I like reading on the beach, but I am not a fan of beach reading. Beach reading is ...

• 21 Oct, 2014

  Reversal

  Im interpreting the spike down last week and the strong rebound in the past few days as bullish. See the chart below ...