Musings of the Day, 11/29/22:
Amazing. I remember having a huge convert arb position in $AMZN in late 90's. We called them the "Ama-No-Gamma's" given how busted they were (~40c).
AMZN 3.45 4/29 trade ~T+60, G+55, $94.69
AMZN 3.6 4/32 trade ~T+78, G+78, $92.96
Amazing. I remember having a huge convert arb position in $AMZN in late 90's. We called them the "Ama-No-Gamma's" given how busted they were (~40c).
AMZN 3.45 4/29 trade ~T+60, G+55, $94.69
AMZN 3.6 4/32 trade ~T+78, G+78, $92.96
So glad to see that our Admin doesn’t have a monopoly on Stupid Energy Policies.
Amazing divergence between $XOP and Oil.
My best guess:
Stagflation Beta-Chasers' re-allocations out of Tech and into Oil Equities have largely accounted for this (as opposed to Oil Equities somehow gaining miraculous predictive power all of a sudden).
My best guess:
Stagflation Beta-Chasers' re-allocations out of Tech and into Oil Equities have largely accounted for this (as opposed to Oil Equities somehow gaining miraculous predictive power all of a sudden).
This is where I have a major quibble with my former prof. It’s ok to provide Endless Liquidity Lottery but not ok to take it away, especially in the face of the highest Inflation in decades?
markets.businessinsider.com
markets.businessinsider.com
Agreed. Tim Cook is playing with fire if he did this; would jeopardize the entire App Store racket. $AAPL
businessinsider.com
businessinsider.com
“iPhone City” — maybe backmask “Paradise City” to symbolize the anti-paradise? 🤘
businessinsider.com
businessinsider.com
Given OPEC+ noise vs. China re-opening noise, I’m reposting this for everyone’s benefit.
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