Eisman said the recent run-up in Tesla Inc.’s stock is inexplicable and is instead bullish about General Motors Co.
Eisman remains more bullish on GM than Tesla, even as he ends his Tesla short bet.
Fears about the coronavirus and dovish monetary bets have ramped up the value of bonds guaranteed to impose losses for buy-and-hold managers to $13.9 trillion.
These days the ability to code is one of the hottest skills in bond trading.
The cost of hedging, or skew, has spiked to one-year highs across multiple equity benchmarks.
Major market players are losing the ability to absorb market volatility.
MFS Investment Management's Pilar Gomez-Bravo argues that the debt rally is on its last legs.
Quantitative, factor-driven fixed income strategies are growing in popularity.
One PIMCO manager says many asset classes are "priced to perfection."
Plenty of traders see good reason to be bullish as the U.S. tariff reprieve on Mexico boosts global stocks.