Latest Posts
Netflix Beat – Now Chill.
Is this enough to make Tuesday’s rally sustainable?
The Usual Suspects And A Theory On Global Macro Funds
Selloffs following record highs should probably be viewed as some semblance of cathartic, but that’s not the way people think about things in the post-crisis world.
Growth-To-Value Rotation Goes ‘Global’ With All Eyes On Netflix After Momentum Rout
Who knows, maybe Netflix can turn the tide.
Goldman, Morgan Square Off In Dueling Earnings Reports
Compare and contrast.
‘Private’ Parts: Explosion In Private Debt Market Cements ‘Liquidity As The New Leverage’
“For all practical purposes, such liquidity should be expected to evaporate entirely.”
Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse
“There’s no law against that, but I don’t think it’s wise.”
‘Gamma Gravity’ And A Literal ‘Red’ Alert ‘Psyche Shift’
Latent “strike risk” – if you will.
Saudi Arabia Will Now Investigate Itself In Khashoggi Murder
Don’t worry, bin Salman is on the case.
Chinese Stocks Could Fall 10% In ‘Bear’ Case, 30% In ‘Crisis’ Scenario
What’s priced in and how bad could it conceivably get?
Trump’s 60 Minutes Interview With Lesley Stahl: Here Are The Video Highlights
The President has only one regret…
Is It Over? Full Week Ahead Preview
Around the world in 1,300 words.
