Weekly: ABB
“Anything but bonds.” That’s been the zeitgeist (or the mantra) for the better part of
Bombed-Out US Housing Needs More Than Price Cuts
Last week, in an update detailing yet another in a never-ending stretch of abysmal reads
Trump, Human Rights Champion, Takes Aim At Forced Labor
Donald Trump, noted human rights crusader, is doing his part to combat forced labor around
So, Kevin: What’s It Gonna Be?
“I am considering a massive attack. Bigger than ever before,” Donald Trump said Thursday, in
‘Hell Freezes Over’ As Uber-Bear Edwards Says ‘Everything’s Fine’
For all the concern about the hawkish read-across for monetary policy of rising energy costs,
Call In The Goat Herders!
Cue the Tusken Raiders memes. The Houthis were front-page news Thursday after the group fired
ECB Wishes All The Shooting Would Stop
The Houthis weren’t discussed at any length at this week’s ECB meeting, in case you
Tesla Bewilders With Convoluted Update
I don’t find Tesla’s quarterly reports to be especially useful, which means I don’t especially
‘Real Measurable Value’
Alphabet’s Cloud business blew past estimates in Q2 results released after the bell on Wall
Dude, Where’s My Sky-Dweller?
The VIX is sub-20, one-month trailing realized vol’s sub-11 and measures of relative demand for
The Yen Canary
Better do somethin.’ It’s gettin’ out of hand. And the intervention ain’t workin.’ The yen
Near-Death Experiences
I used to think it was silly when a dear friend — one of the
In China, A Quant Quake
China’s propping up the chips. On Tuesday, an ETF that tracks an index of the
Tariff Man Returns
Tariff man’s back. And in this case, that means it’s no longer safe to procrastinate
Gravity Comes For The Momentum Trade
How extreme is the July 2026 momentum unwind? Asked exactly no one with a life.
Chips And Dips
Semis might stage a near-term bounce, but assuming overall equity market gains hold into year-end,
Meanwhile, The Momentum Trade’s Blowing Up
I’ve spoken at some length recently about the juxtaposition between low index volatility and extremely
Traffic Jam
Once upon a time on America’s roads and highways, traffic congestion was reliably accompanied by
Boring But For The Bombs
Thank God the war’s back on, otherwise we might be set up for a rather
Shortages And Extortion In A Post-Neoliberal World
Not everyone liked “Mark Carney Was Wrong.” In that linked article, I suggested the so-called “middle
Weekly: Ok, What Now?
Semis slipped towards a bear market, SpaceX was down 45% from its intraday high on
Take A Hint, Man
I didn’t watch Donald Trump’s prime time White House address on election “integrity” this week.
Kimi Cometh
If you ask Xi Jinping, no country should command a monopoly on bleeding-edge AI. And
Stock For Sale!
Stock for sale! Who wants some?! Equity supply’s a hot topic in 2026. Maybe you
Have We Spent Enough On The Damn Chatbots Yet?
One of the biggest questions on investors’ minds in the back-half of 2026 asks if
God Save The Housing Market
God save the homebuilders. And US housing more generally. A pair of private-sector updates painted
Americans Are Still Spending
Retail sales data for the world’s largest economy matched estimates in figures released Thursday by
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