AUTHORS
Peter Tchir
Peter Tchir started his career at Bankers Trust and later at Deutsche Bank, running high-yield derivatives. He has traded all manner of fixed-income products, both on the sell side as a market maker and as a portfolio manager at a fixed-income hedge fund. During the financial crisis he ran the U.S. CDS-index business (made famous by The Big Short) for RBS. He was an early adopter of fixed income ETFs and has worked closely with the biggest traders, users and providers.
Tchir received B.S. in mathematics and computer sciences from the University of Waterloo and an MBA with distinction from Vanderbilt University, where he also won the Matt Wiggington Leadership Award for outstanding performance in finance.
Tchir describes his investing style as contrarian by nature and uses macroeconomic analysis to think about the next 3% to 5% move in the S&P 500, often a timeframe of weeks to months rather than years. When he’s not thinking about market movements (it’s rare!), you can find him applying his competitive spirit on the golf course.
Recent Articles By The Author
The Fear Was Real on Wall Street Last Week. But Have the Clouds Parted?
Wednesday was a nail-biter and then Thursday and Friday brought relief. But we're still far from safe. Here's my take on stocks, the economy, Treasuries and commercial real estate.
What's Really Going to Light a Fire Under This Market?
There's a lot to think about between T-bills, the debt ceiling, 0DTE VIX, geopolitical risks, the demise of the dollar and earnings, but are any worthy of a 'rant'?
Lower Inflation and the End of Hikes Doesn't Mean Stocks Are Ripe to Rally
The age of ZIRP, TINA and FOMO was very different than now.
Here's the Problem (and My Strategy) If You're Playing the Game of Risk
Analysts are often reluctant to update forecasts, or just don't bother to update them, so they have a built-in 'lag' effect.
What the 'Weird' March Jobs Report Means for Stocks, Bonds and the Fed
Here's what I expect for interest rates, credit and equities going forward.
Why I'm Now Even More Cautious to Outright Bearish on Stocks
After the latest positive move in equities, I have reassessed my view.
Take a Fresh Look at Where You Put Your Cash
Let's get back to the basics of cash reallocation and see why I'm not freaking out, but I'm also not in a mood for risk.
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