Denitsa Tsekova @denitsa_tsekova
Writing about markets @business | [email protected] bloomberg.com/authors/AUHPn9… NYC Joined February 2016-
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Denitsa Tsekova retweeted
10-year yield up 50bps so far in April. Cruelest month indeed:
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Denitsa Tsekova retweeted
I wrote about the decline of risk parity (or maybe just the decline of diversification) bloomberg.com/news/articles/… @markets
Denitsa Tsekova retweeted
One of few Wall Street forecasters who correctly predicted last year’s stock rally finds himself in a contrarian position once again. But this time BMO's Brian Belski thinks equities are set up for a drop — just as many of his peers are turning bullish. bloomberg.com/news/articles/…
Denitsa Tsekova retweeted
Next to no one is doing investigations into luxury power players anymore. This from @business about Loro Piana, the wild popularity of $9000 ‘quiet luxury’ sweaters and what trickles down to the bottom of the supply chain is a great one. bloomberg.com/features/2024-…
Denitsa Tsekova retweeted
Trend-following quants are rallying back on Wall Street for their best start to a year since 2008, thanks to relentless stock market gains and sharp moves across the commodity complex trib.al/Fm3d2DY
Trend-following quants are rallying back on Wall Street for their best start to a year since 2008 scoring gains as high as 45% in February. bloomberg.com/news/articles/…
Denitsa Tsekova retweeted
Excited to X about TWO stories out today where I rode the coattails of my amazing co-bylines 1) @luwangnyc and I wrote about the great short-vol boom and resisted the temptation to declare another volmageddon bloomberg.com/news/articles/…
Denitsa Tsekova retweeted
Negative yields are back, baby. The AI craze means yields on debt issued by semiconductor firms like Super Micro and Hynix have been trading below zero. Chart via @abhinavvr
Denitsa Tsekova retweeted
Jan #JOLTS shows job market on pause: -Hires rate down to 3.6%, continuing string of weak gross hiring numbers -Quits down to 2.1% as workers sit tight -Layoffs down a touch to 1,572,000 as employers sit tight too -Job openings down a touch too to 8,863,000 Charts to follow 1/
Denitsa Tsekova retweeted
DEI on Wall Street -- ending almost as fast as it began... bloomberg.com/news/articles/…
Me after one day of summer weather in NYC
Me after one day of summer weather in NYC
Denitsa Tsekova retweeted
being Eastern European princesses with @denitsa_tsekova
Denitsa Tsekova retweeted
Five Wall Street firms have already lifted their S&P 500 calls early into 2024, some, including UBS's Jonathan Golub, twice. “I’ve been doing the strategy job for about 20 years, and this is the first time I’ve ever done something like that,” he told me. bloomberg.com/news/articles/…
Denitsa Tsekova retweeted
COWZ, which tracks companies with high free-cash-flow yields, doesn't hold any of the Mag 7 stocks yet saw inflows every day since July barring one session @MarkTannenbaum1 bloomberg.com/news/articles/…
Short sellers have gone missing amid meteoric Big Tech rally w/@csreinicke bloomberg.com/news/articles/…
Denitsa Tsekova retweeted
The Bloomberg Commodities index has fallen to the lowest since 2021.
ETFs promising yield as high as 169% are booming. The single-name option income products offer exposure to companies like Tesla and Coinbase. /w @kgreifeld bloomberg.com/news/articles/…
Black-Swan ETFs Are Facing Their Own Doomsday After a 99% Plunge Simplify Tail Risk Strategy ETF (CYA) is going to be liquidated after losing 99.8% since inception. bloomberg.com/news/articles/…
Denitsa Tsekova retweeted
*FED SWAPS SHIFT FULL PRICING OF RATE CUT TO JULY FROM JUNE
Denitsa Tsekova retweeted
*NVIDIA OVERTAKES AMAZON IN MARKET VALUE
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