Ari Paul | TalkMarkets | Page 1
CIO of BlockTower Capital
Contributor's Links: BlockTower Capital
Ari is the CIO of BlockTower Capital, a risk specialist, and is a portfolio manager for the University of Chicago's $7 billion endowment. He joined the University in 2013. From 2006 to 2010, Ari was a derivatives market maker with Susquehanna International Group (SIG) in Bala Cynwyd, PA, and ...more

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Huge ETH Rally, Quick Rebalancing
Ethereum (ETH) has rallied 240%. This rally was on the back of "enterprise ethereum", an announcement by some of the world's largest tech, financial, and even oil companies, that they will be jointly developing the ethereum platform.
Birth Of An Asset Class - Cryptocurrency
Why are cryptocurrencies valuable?
Economic Commentary: The Melt Up Trade
The combination of higher P/E ratios with higher corporate earnings could bring the S&P 500 50% higher over the next 2 years as under-invested money managers chase the rally, attracting ever greater retail flows.
Economic Commentary: Trump
Investors found evidence for optimism among Trump's policy goals. Greater infrastructure spending and repatriation of offshore corporate cash could spur domestic growth.
Depreciation, Fed, And Brexit
The odds implied by the market are currently about 33% that Britain will leave. If so, the pound will fall and volatility will rise.
Correction
World markets are mostly in moderate correction territory, and I think it’s mostly a “correction” in the common usage of the term – we’ve eliminated most of the froth and excessive optimism in valuations in the US and Europe.
Syrians, Sell-off, And Self Driving Cars
A discussion of the recent global equity sell-off and the forces of automation.
1 to 7 of 7 Posts