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Daniel Ebrahimi's  Instablog

Daniel Ebrahimi is a Sr. Analyst with a Private Investment Firm. Daniel is active in the firm’s portfolio construction process as a member of the Investment Committee. He joined the firm in 2008 following 10 years of experience (Alliance Bernstein, Timber Hill Group) in varied research and... More
  • Market Delivery
    With a debt laden US consumer representing 2/3 of the US economy in normal times and the expected default rate curve on an upward trajectory, where is the market headed? Apparently upwards..The SP500 is up roughly 10% YTD,the MSCI Emerging Markets has risen a whopping 47.7% YTD (as of July 29th) and the BC US Corporate High Yield Index has risen 36.88%. Lower earnings expectations and credit rates have helped fuel investor optimism and ignite a market rally. Market perception of risk has once more been altered by the notion of a recovery in sight.  If a higher unemployment rate and inceasing commercial and residential loan defaults are imminent, it won't be much longer before this story comes to an end.
    Jul 30 04:15 pm | Link | Comment!
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