To start 2024, I have decided to formally bring back the trade that has largely defined my career at Jefferies – risk parity!! I hinted at this in my last note from December; and after further reflection over the holidays, I am now taking the plunge. The bottom line...
To start 2024, I have decided to formally bring back the trade that has largely defined my career at Jefferies – risk parity!! I hinted at this in my last note from December; and after further reflection over the holidays, I am now taking the plunge. The bottom line is that the Fed put strike […]
