James Litnsky of Chicago-based JHL Capital Group has his eye on volatility triggers. Managing nearly $1.2 billion in customer assets, Litnsky, in a July 27 letter to investors reviewed by ValueWalk, pointed to insight from JPMorgan’s Jamie Dimon regarding the US Federal Reserve unwinding its nearly $4 trillion balance sheet headlined the core causation for a “tide change.” But the “tell” to the forthcoming volatility regime might be seen in stocks such as Amazon and Facebook, which are priced beyond any apparent logic. [timeless] JHL Capital Group: Fed balance sheet maneuvers have not worked, as “tide is going out” Since…
JHL: Amazon Anti-Trust Scrutiny Could Be The Straw To Break The Bull’s Back
Mark Melin
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.