7 Signs Of The (Market) Apocalypse
I think it's entirely fair to say that if we ever do see equities correct and credit spreads blow out, I did my best to warn you.
Especially on credit. How many times over the past three months have I said that when it comes to complacency, credit isn't just asleep at the wheel, it's passed the f*ck out with its head in the toilet.
Of course I've also insisted for months that FX and corners of the rates market (e.g. Schatz) are perhaps the only places where political risk is being properly p
No worries. Even when February’s sales come in low there will be something else to blame, like the IRS http://www.marketwatch.com/story/wal-mart-wingstop-among-the-retailers-hit-by-delayed-tax-refunds-2017-03-03
Be curios to see a survey of how many folks took out personal loans in November /December 2016, using their projected tax refund as collateral.