Brent X. Donnelly
Brent Donnelly is a senior risk-taker and FX market maker, and and has been trading foreign exchange since 1995. He is the author of The Art of Currency Trading (Wiley, 2019) and his latest book, Alpha Trader, is now available in bookstores worldwide.
Brent writes a well-known daily FX commentary called AM/FX and has experience as both a sell-side trader (HSBC, Citibank, Lehman Brothers) and as a portfolio manager at a major hedge fund in Connecticut. He trades tactical global macro. He has been quoted by The Economist, WSJ, Zerohedge, FT, CNBC and others.
Articles by Brent:
ET contributor Brent Donnelly starts up where he left off, with a new launch of AM/FX and a new riff on the classic ET note, “Snip!”.
In the immortal words of Hunter S. Thompson, when the going gets weird, the weird turn pro!
ET contributor Brent Donnelly with an end-of-summer compilation of the top–of-mind topics at Camp Kotok!
Over the last 6 months, there’s been a mass influx of new hedge fund PMs, many from bank trading seats leaving for greener (?) pastures. I’ve been in both seats. I’ve had good years and disappointing years. So I present this advice with the utmost humility …
A Honda Accord cost $12,000 in 1990 and it costs $25,000 now.
A Mustang was $9,000 and now it’s $27,000.
The BLS has new car prices close to unchanged over the past 30 years.
ET contributor Brent Donnelly tries to wrap his brain around hedonic adjustments to CPI.
ET contributor Brent Donnelly gives a crash course in Market Profile analysis and applies it to Bitcoin since the Coinbase IPO.
ET contributor Brent Donnelly talks with Howard Marks about why traditional value investing is likely permanently impaired as a strategy and why Growth vs. Value is a false dichotomy. Boomshakalaka!
Everything you always wanted to know about r/Wallstreetbets and Gamestop*
*but were afraid to ask