MorningWord 8/22/14: A Game of Risk

MorningWord

I'll keep this short this morning.  Yesterday I wrote of how I am often confounded by macro movements in currencies commodities and bonds (In Our Own World) and their effects on the U.S. equity … [Read more...]

MorningWord 8/7/14: Vol Around the World

MorningWord

Since making a new all time high on July 24th, the S&P500 is down about 3.5% despite what has been some fairly good economic data here in the U.S., coupled with largely better-than-expected Q2 … [Read more...]