Marko Kolanovic: The Trump ‘Put’ Is 3-4% Out Of The Money
"The 'Trump put’ has now evolved into a ‘Trump collar’.
View ArticleWith Talks ‘Stalled’, Here’s Why Marko Kolanovic Thinks The Trade War Will...
But beware "miscalculations".
View ArticleMarko Kolanovic Talks ‘The Trump Recession’, Says Market Damage From Trade...
"Given all of this – why are we not bearish?"
View ArticleMarko Kolanovic: Unless There’s An External Volatility Shock, Equity Exposure...
"Once exposure starts to increase, it tends to continue until"...
View ArticleMarko Kolanovic: ‘More Than Half’ Of Recent Stock, Bond Moves Technically-Driven
"The market will likely continue to be dominated by disruptive tweets".
View ArticleMarko Kolanovic Weighs In On This Week’s Dramatic Factor Rotations, Delivers...
"By just looking at the price of the S&P 500 one cannot see the true state of equity markets".
View ArticleHere’s The Important Subtext Of Marko Kolanovic’s Latest Market Outlook
"Uncertainty has erased confidence built over a decade".
View ArticleMarko Kolanovic Makes Big Call Amid Oil Spike: ‘The New XIV Trade Is Unwinding’
"These trades worked well until the rotation started, and now are in the early stages of a collapse".
View ArticleMarko Kolanovic, Charlie McElligott See Scope For Market Bounce After Quant...
"In less than 48 hours, many major markets lost ~5%"...
View ArticleMarko Kolanovic On ‘Groupthink’, Crowding And Why The Rotation Will Continue
"Two strategies that in theory should have little to do with each other" have been "nearly 100% correlated" recently.
View ArticleMarko Kolanovic Delivers 2020 Outlook, Sees Higher Stocks, Better Macro
"At the depth of the market selloff last December, we set a controversial S&P 500 price target of 3,100 for 2019".
View ArticleMarko Kolanovic Predicted Trump’s Election Win. Here’s What He Thinks About 2020
"With the onset of the trade war in the first quarter of 2018, the impact of Trump's policies on markets changed drastically".
View ArticleMarko Kolanovic Flags Iran ‘Tail Risk’ After Soleimani Strike. Says Investors...
"The market currently is not pricing any significant risk".
View ArticleMarko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With...
"The virus should go, but stimulative measures will likely stay".
View ArticleMarko Kolanovic Offers Hope In Coronavirus Fight With Analysis Of Kinsa Smart...
"...the response evolves initially from under-reaction, then overreaction and then converges closer to an optimal response."
View Article‘Internet Of Living Things’: How Marko Kolanovic Would Use Big Data To Save...
"...in the age of big data, machine learning and internet of things, this could be different."
View ArticleMarko Kolanovic Forecasts Dates For Coronavirus Peak, End Of Crisis
Remember: The stimulus isn't going away even if the virus does.
View ArticleMarko Kolanovic Addresses ‘Critical’ COVID-19 Questions On Herd Immunity,...
"The analogy is with an iceberg."
View ArticleAre Emerging Markets ‘The Next Imminent Disaster’ In Pandemic? Marko...
The "next shoe to drop"? Maybe not. And here's why.
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