Counterparties

MORNING BID: Mo-Mo and the Hedge Fund Reckoning

May 15, 2014

Who had the mo-mo mojo and who was crushed by the steamroller becomes evident late in the day Thursday when filings from major hedge fund managers – those things known as 13-Fs – are released.

MORNING BID – Big Mo, Oh No

April 11, 2014

The question of whether the market is going into a longer, broader correction is one with a lot of wrinkles.

MORNING BID – Netflix, and a bear’s lament

January 22, 2014

The week opened with the earnings of a number of high-profile corporate names that disappointed investors. Most notable of these was International Business Machines, which really ought to be called International Buyback Machines, given Big Blue’s penchant for driving earnings through financial engineering rather than, y’know, the real kind of engineering.

MORNING BID – Short Stack

January 21, 2014

The week brings a slew of earnings, and then anticipation of the following week, which will bring the Federal Reserve’s last meeting chaired by Ben Bernanke, with media reports already starting to concentrate on the Fed and look past results a bit.