1. Buy when protestors are running in the streets

    The George Floyd riots continued over the weekend but made virtually no difference to the US markets. US stock averages are a bit muted, vs ROW. Transports & SPX are flat as of now (16:06 2020-06-01). Other markets did somewhat better, especially Latam.

    Generally, everything is risk on. TLT, which …

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  2. Now we have two problems

    Some people when confronted with a problem think “I know, I’ll use options.” Now they have two problems.

    (The above title is adapted from the Regular Expressions sub on reddit.)

    Well, we have some incredible numbers for unemployment. Any regression model trying to fit this charg is going to …

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