Money Game: Three themes, three numbers
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an idea on how to play putin/natgas etc..... EUR Vol - cheap as chips
I was curious to see what a "subdued" David Woo markets analysis would look like. I don't think we got that, full of passion as usual, especially on long end rates : ) Get well soon David !
Dear David, Good to hear you. One more question, from Jan BAML Global Fund Manager survey, long banks and short tech seem to be the most crowded trade. From the macro strategy we talk about. Do you see it is approaching the time that bank and tech price movement to be reversal?
David, Thanks for rising above your case of Omicron. I wish you a speedy recovery. Jerry Andrews
It is impossible to predict wars. I don’t want to come across across being more confident than I can ever be about the start of wars. What I tried to convey with my 30% is that the risk is no longer trivial, to the extent that the market will soon not be able to ignore it. The price action of the past 24 hours seems to support my view.