11Dec

Credit Suisse Says Be Cautious In Over Stimulated World

With another strong jobs report under the belt – 211,000 new workers were added in November, the market learned from the government's unemployment report out this morning – Janet Yellen and the U.S. Federal Reserve are prepared to engage in a historic liftoff. It is against this backdrop that Credit Suisse is out with a gentle suggestion regarding portfolio exposure: Buy Europe, where quantitative magic rules the day, but overall . . .

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Author

Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.

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