Rain on Your Parade

Featuring Alejandro Reyes

The Rainmaker Alejandro Reyes is back to preview 2015 and share some of his top themes for the year, with insights into the future of Oil, the Fed, and Treasury Bonds.

Published on
7 January, 2015
Topic
Macro
Duration
9 minutes
Asset class
Currencies, Commodities
Rating
23

Comments

  • SR

    Sam R.

    11 1 2015 14:22

    3       0

    He sounds too much like all the other "geniuses" that pop up whenever the market is up for a while. I'd like to see his clients after the eventual crash.

  • KF

    Kieran F.

    8 1 2015 19:01

    0       0

    "Let's talk about beer."

    Has now got my full attention!

  • HL

    Henry L.

    8 1 2015 12:53

    0       0

    Alejandro god bless your soul!!!

  • AA

    Ali A.

    8 1 2015 09:21

    6       1

    Interesting as they are, these are macro trade ideas without any rationale, just dogma (dont short treasuries, ride the dollar trends, short small caps) - would be helpful to know rationale for each

  • ac

    adam c.

    7 1 2015 22:14

    1       0

    Collateral (commodities driven by oil), are an issue with China and carry-trades. 1/13 WTI spread - not o/sold - 33-35 very possible. Off-risk looming.

  • RR

    Rusty R.

    7 1 2015 19:19

    1       0

    Love this guy! We want more Rainmaker!

  • CS

    Clive S.

    7 1 2015 17:52

    1       0

    Very cool. Informative and made me laugh. Many thanks!

  • EO

    Ernesto O.

    7 1 2015 17:34

    0       0

    Alejandro . You are the man. Best of all. He has proved to be right.

  • DN

    David N.

    7 1 2015 17:04

    2       0

    The Rainmaker is killing it! That is one well deserved beer Alejandro. If you haven't haven't joined the party yet - come on in. There is still plenty to drink and lots of high-fives to go around

  • JH

    John H.

    7 1 2015 16:43

    1       0

    nice touch with the mug of beer.

  • CV

    Charles V.

    7 1 2015 15:24

    2       0

    This guy rocks!

  • KA

    Kelly A.

    7 1 2015 13:55

    10       0

    Alejandro, you da man! Thanks for keeping me safe and for making me smarter. Be sure to tell us when it is safe to go back into S&P ETFs.