Humble Student of the Markets
These are my observations and musings about the markets , hedge funds and investments in general.My experience has been a quantitative equity manager in US, Canada, EAFE and Emerging Markets and commentator on hedge funds and their returns patterns.
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Recent blog post
Is a Fed taper bullish or bearish for stocks?
There is no question about it, last week's US high frequency economic releases tilted heavily to the positive side. The NFP biggie came in ahead of expectations, as well as a whole host of other numbers. Not surprisingly, the Treasury yield curve has stee...1 day ago
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