with Oli | Strategies


Posts Tagged ‘CDS’

Bears still in command …

Dienstag, Oktober 21st, 2008

No change … bears are still in the market’s driver’s seat Lehman CDS settled … no big damage … but no bounce Another FED program to stabilize the market … no effect Why? – Still redemptions hit the hedge funds and others. – Deleveraging continues. – Emerging markets keep imploding … today Argentina. – Quarterly [...]

Bears are back, what’s now Hank?

Mittwoch, Oktober 15th, 2008

From the open … until the close … SELL pressure … JPMorgan, Wells Fargo, Coca Cola … all better … all did not matter All economic data was weak … Beige Book superweak Friday expiration … let’s see, who still has to sell because he sold puts “riskfree” Key for the market seems to be [...]