Z. Mendel Frey
Affiliation
Sometimes it is Hard to Think
Economic Philosopher, Trading Moments of Asymmetry
Title
Sometimes it is Hard to Think
Education
Tufts University
Degree
Quantitative Economics
Company Name
Sometimes it is Hard to Think
Sometimes it is Hard to Think
Z. Mendel Frey, Sometimes it is Hard to Think
We all know the deal. Volatility, both implied and realized, is near all time lows when it would seem uncertainty is super high. Why? What does it mean? Will it last? Is there life on Mars? All questions that seem to be swirling around Wall Street ...
May 16, 2017
Z. Mendel Frey, Sometimes it is Hard to Think
Conditions for dollar weakness have mounted to the point of highest conviction. The fundamentals, technicals, and market positioning have aligned to make this a great trade. Further, the implications for other assets are pretty wide ranging. First, I ...
Mar 27, 2017
Z. Mendel Frey, Sometimes it is Hard to Think
The purpose of this piece is to give a framework of how to think about Trump’s stated views and potential actions on the U.S. economy. The main balancing act the incoming administration will have to achieve is between increasing costs to businesses ...
Dec 29, 2016
Z. Mendel Frey, Sometimes it is Hard to Think
I know, it’s crazy. Here is the crazier part: all this debate about when the next rate hike is doesn’t really matter. Just like the one in December didn’t really matter. The market sold off because of rhetoric for four more hikes. The FOMC ...
Aug 31, 2016
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