"Mispricing is the perfect environment. It is the key to alpha generation."
“Unnatural demand creates unnatural currency strength.”
“Markets are wildly trading off of policy. Which is a fancy way of me saying they’re trading off of tweets.”
“When companies start reporting they won’t have anything they can actually say other than that everything is so uncertain. We’ve gone from the fog of a trade war to the fog of the earnings outlook.”
“Unnatural demand creates unnatural currency strength.”
“Markets are wildly trading off of policy. Which is a fancy way of me saying they’re trading off of tweets.”
“When companies start reporting they won’t have anything they can actually say other than that everything is so uncertain. We’ve gone from the fog of a trade war to the fog of the earnings outlook.”