Ben McDonald – Medium

Ben McDonald

Intangible Valuations

CAPE ratios are lying to you.

Apr 19, 2021

Intangible Valuations

Apr 19, 2021

Margin Calls

When deleveraging meets illiquidity.

Mar 29, 2021

Margin Calls

Mar 29, 2021

Retail Trading

Why payment for order flow actually means better execution.

Feb 23, 2021

Feb 23, 2021

Trend Following

The trend is your friend.

Feb 12, 2021

Trend Following

Feb 12, 2021

SPAC Arbitrage

Free money!

Jan 18, 2021

Jan 18, 2021

Benchmarks

What you measure performance against matters.

Jan 14, 2021

Benchmarks

Jan 14, 2021

USD

The reports of USD’s death are greatly exxagerated

Dec 14, 2020

USD

Dec 14, 2020

Valuations

Why low interest rates make comparing valuations to the past pretty meaningless.

Dec 2, 2020

Valuations

Dec 2, 2020

Market Making

Being a dealer is not an overly complicated business in principle. Yes there are tons of technicalities that make the whole system quite…

Nov 20, 2020

Market Making

Nov 20, 2020

60/40

Past performance is not indicative of future results.

Nov 17, 2020

60/40

Nov 17, 2020

Ben McDonald

Ben McDonald

I write a Daily Update for my firm on things happening in the financial world. I thought I’d share some of those thoughts.

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