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Day: February 20, 2017

An ETF Disaster Waiting To Happen

An ETF Disaster Waiting To Happen

February 20, 2017February 20, 20174 min read

I’m a broken record on a whole lot of things and corporate bond market liquidity is certainly one of them. In “What Happens When You

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“Dude, Stock Market Selloffs Are Rare!” – No, They’re Not

“Dude, Stock Market Selloffs Are Rare!” – No, They’re Not

February 20, 20171 min read

“Large equity drawdowns are more common than you might think”…

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Guy Who ‘Isn’t A War Hero’ Is Really Pissed Off At Donald Trump

Guy Who ‘Isn’t A War Hero’ Is Really Pissed Off At Donald Trump

February 20, 2017February 20, 20174 min read

“They would be alarmed by the hardening resentment we see toward immigrants, and refugees, and minority groups, especially Muslims. They would be alarmed by the growing inability, and even unwillingness, to separate truth from lies.”

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A Billion Barrel Bet

A Billion Barrel Bet

February 20, 20172 min read

You know, sometimes you just have to laugh. Or shake your head. Or, my personal favorite, pull a Captain Picard…

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Chart Check (“This Should Be Fine”)

Chart Check (“This Should Be Fine”)

February 20, 20171 min read

Compare and contrast…

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Markets To Trump: “Show Me The Damn Money, Already”

Markets To Trump: “Show Me The Damn Money, Already”

February 20, 20174 min read

Is the White House serious about tax reform and fiscal stimulus, or was that all bullsh*t designed purely to get the President elected so Steve Bannon could implement his social agenda and promote nationalism?

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“Alternative Fact”: 40% Of US Companies Are Losing Money

“Alternative Fact”: 40% Of US Companies Are Losing Money

February 20, 20172 min read

It’s “remarkable”…

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“Listen! Do You Smell Something?” Canaries In The Coal Mine

“Listen! Do You Smell Something?” Canaries In The Coal Mine

February 20, 2017February 20, 20173 min read

“So on a morning of relative calm with S&P 500 futures trading at all-time highs, I thought I’d take the opportunity to focus on a few potential canaries in the coal mine of risk-on to watch.”

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“Run-For-Your-Life Affair” Continues In France, Fed’s Mester Hints At Hikes, US Vacations

“Run-For-Your-Life Affair” Continues In France, Fed’s Mester Hints At Hikes, US Vacations

February 20, 20174 min read

“This weekend was an all-out, run-for-your-life affair.” That’s from Yves-Marie Cann, head of political studies at pollster Elabe, and it underscores just how smoothy things are

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