Michael B. Krause

Medium-term horizon, macro, long/short equity, short-term horizon
Michael B. Krause
Medium-term horizon, macro, long/short equity, short-term horizon
Contributor since: 2007
Company: Counterpoint Asset Management
A Case For Shorting The Long Bond
Netflix Is Ready To Buy On Underestimated Market Power
Nikkei Undervalued: The Quantitative View
Why Blue Nile's Q3 Revenues Will Disappoint Investors
Diamond Foods: $35 Price Target
Treasury Curve Still Speaks of Recovery
Natural Gas: Sell Producers, Buy UNG
How Do the S&P and Gold Correlate?
Bank of Japan vs. the Fed
The Fed's Quant Easing Gameplan
Geithner's Plan: FDIC as the Bad Bank
Positioning for Reflation
Perspective on GDP
Bank Nationalization and the TARP
Buy Treasuries for a Trade
The Bull Market in Credit Default Swaps
Housing Nowhere Near Bottom