Sunny Asset Management

@Sunny_AM_Paris

Asset management firm focusing on credit and global fixed income. Our funds seek wealth and capital preservation in a global macro environment.

Paris
sunny-am.com/en/publication…
Vrijeme pridruživanja: lipanj 2013.
11 fotografija ili videozapisa Fotografije i videozapisi

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  1. proslijedio/la je Tweet
    prije 21 sat

    Is the sell off on CSI 300 over ? 73% of the index was artificially stopped / Limited down (-10% ). Worth to note that only 4 stocks where > 0 ( all bio / pharma related ) 1/2

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  2. proslijedio/la je Tweet
    3. velj

    This looks like a BLACK SWAN. #2019-nCoV is "more of a BLACK SWAN than the GFC and the Great Recession of 2008" - MOODY'S Report, Jan. 30th. (1/12)

    Ovo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
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  3. proslijedio/la je Tweet
    31. sij
    Odgovor korisnicima

    I am open minded :-)). And thank you very much for your fwd & comments. Much appreciated. Let’s have a call this weekend.

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  4. proslijedio/la je Tweet
    30. sij

    The financial world is kind of like a Matryoshka doll. There is one big bubble made up of many small bubbles. How does it all end? It’s creators will burst it.

    4 proslijeđena tweeta 11 korisnika označava da im se sviđa
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  5. proslijedio/la je Tweet
    31. sij

    Is Trump distorting markets by suggesting that his policies are the main driving force behind Wall Street’s success? of argues that this kind of behavior fuels non-irrational exuberance.

    5 replies 3 proslijeđena tweeta 15 korisnika označava da im se sviđa
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  6. proslijedio/la je Tweet
    31. sij

    I was honored to be interviewed by Roger Hirst in RV studio for a full length debate on the « everything bubble ». Is valuation still a relevant concept in an environment of Thanks to all the RV team for the end-up product

    1:14
    Is Trump distorting markets by suggesting that his policies are the main driving force behind Wall Street’s success? of argues that this kind of behavior fuels non-irrational exuberance.
    2 proslijeđena tweeta 20 korisnika označava da im se sviđa
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  7. proslijedio/la je Tweet
    31. sij

    Through the so called « macro prudential policies », Central Banks have been working hard to preserve financial stability. The rise of zombie corporates with an ICR < 2 needs however to be adressed...for financial stability reasons.

    0:43
    The financial world is kind of like a Matryoshka doll. There is one big bubble made up of many small bubbles. How does it all end? It’s creators will burst it.
    1 proslijeđeni tweet 8 korisnika označava da im se sviđa
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  8. proslijedio/la je Tweet
    27. sij

    1 proslijeđeni tweet 4 korisnika označavaju da im se sviđa
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  9. proslijedio/la je Tweet
    30. sij

    Current correction in EM risk assets and currencies will be larger than the one during the SARS outbreak

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  10. proslijedio/la je Tweet
    29. sij

    [OUR CURRENT CONVICTIONS] 🧐📊

    2 proslijeđena tweeta 3 korisnika označavaju da im se sviđa
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  11. proslijedio/la je Tweet
    28. sij

    I am concerned market is mainly focused on virus spread. Impacts on Asian economies (thgh related) will be huge since China GDP as a share of global GDP is way higher. Also, there will be a large hit to Q1 Asian consumer spending,manuf & tourism. comparisons miss the point.

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  12. proslijedio/la je Tweet
    28. sij

    [OUR CURRENT CONVICTIONS] 🧐📊 Follow us and let's debate! Twitter: & & Publications: Youtube: LinkedIn:

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  13. proslijedio/la je Tweet
    27. sij

    [: MARKET IMPACTS THREAD] "2019-nCoV" is slowly looking like the unexpected headwind that is going to hurt the "everything bubble". Therefore our outlook and positioning tilted to already a few days ago. LINK => (1/8)

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  14. proslijedio/la je Tweet
    24. sij

    [ Leading indicator below 0 + Euphoric markets + 2019-nCoV = lower US yields ? ] The Conference Board US leading indicator has rarely ‘just stabilised'. It either rises above or moves below zero. Only on 1 occasion has it crossed below zero and the economy .. (1/2)

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  15. proslijedio/la je Tweet
    22. sij

    IS IT HAPPENING? We flagged this risk a few days ago, now the coalition is in meltdown ahead of the Emilia-Romagna elections...and the BTP is now taking note!

    [ITALY, A SALVINI COMEBACK?] 🏛️🧐 We have been closely following the recent developments in Italy. Needless to say that we are apolitical and have been positioned in anticipation of the Emilia-Romagna elections for a few weeks now.
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  16. proslijedio/la je Tweet
    16. sij

    [OUR CURRENT CONVICTIONS] 🧐📊 Follow us & let's debate! Twitter: & & Publications: Youtube: LinkedIn:

    Ovo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
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  17. proslijedio/la je Tweet
    15. sij

    • Indices sit at multi-year tights, with Main back to QE lows, and Xover close to 2007 • Implied vol has fallen dramatically, but realized has fallen faster • Xover net positioning is near record long risk, Could HY cyclical move be overdone ? Credit Suisse answers "yes" !

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  18. proslijedio/la je Tweet
    15. sij

    These perma uncertainties are typically why we remain long gold, on a LT basis. - Currency debasement, going on in the US and EU amg others; - Heightened geopolitical risks; - Possible ME oil disruptions. - 80% of S&P stocks > 200d MA - Reflation narrative althg very fragile

    Global stocks tick lower ahead of US-China Phase 1 deal signing as tariffs stay until there is Phase 2 agreement. Investors’ mood remains cautious as injects another $58bn to banking system. Bonds higher w/US10y yields at 1.80%. higher at 1551. at $8.7k.
    1 proslijeđeni tweet 4 korisnika označavaju da im se sviđa
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  19. proslijedio/la je Tweet
    14. sij

    [ITALY, A SALVINI COMEBACK?] 🏛️🧐 We have been closely following the recent developments in Italy. Needless to say that we are apolitical and have been positioned in anticipation of the Emilia-Romagna elections for a few weeks now.

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  20. 13. sij

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