by Jacques Lemoisson | Jan 31, 2021
According to Morgan Stanley’s prime brokerage, the drop in hedge funds’ exposure last Wednesday was historic, according to a rule of thumb for a normal distribution of statistical data. At 11 standard deviations away from the mean in data going back to 2010, this...
by Jacques Lemoisson | Jan 29, 2021
The vaccine was 57 per cent effective in South Africa, where the 501.v2 variant first emerged, compared with 72 per cent in the US and 66 per cent in Latin America. That’s not great even if countries need a bigger number of vaccine producers. Moderna is reducing...
by Jacques Lemoisson | Jan 29, 2021
Today is the last of the month and of course, some flows could induce noises. Anyway, 4 banks sent $1bn of cash to Robinhood. The trading platform will resume trading on the most shorted stocks, increasing pain trades to the Hedge Fund community and therefore on...
by Jacques Lemoisson | Jan 28, 2021
Lots of people are talking, posting, and tweeting, but sometimes, we need to look into the mirror what we wrote. The Global Macro Insight is only available via subscription for good reasons, and the main one is added value. I just listed what your scribe wrote into...
by Jacques Lemoisson | Jan 27, 2021
Germany is considering almost completely halting flights into the country to slow the spread of more infectious strains of the coronavirus, Interior Minister Horst Seehofer said on Tuesday (Jan 26)… I am still short Europe! Share...
