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Day: May 16, 2018

One Trader Takes A Closer Look At The Buyback Bonanza

May 16, 2018November 13, 2018

Fade the Barron’s cover?

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5 Comments on One Trader Takes A Closer Look At The Buyback Bonanza

We’ll Have To Wait And See.

May 16, 2018May 16, 2018

Be patient. It’ll work out. Maybe.

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oil1 Comment on We’ll Have To Wait And See.

U.S. Sanctions Hassan Nasrallah, Targets Hezbollah Senior Leadership In Notable Escalation

May 16, 2018May 16, 2018

This will not be well received.

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2 Comments on U.S. Sanctions Hassan Nasrallah, Targets Hezbollah Senior Leadership In Notable Escalation

Peter Navarro Sidelined From China Trade Talks Because He’s Peter Navarro

May 16, 2018May 16, 2018

I mean, he produced a documentary called “Death By China”, after all.

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1 Comment on Peter Navarro Sidelined From China Trade Talks Because He’s Peter Navarro

‘The Lambos Were Rented’: Consensus Bitcoin Rally Eludes Noted ‘Guru’ Thomas Lee

May 16, 2018

“I was told there would be a rally”.

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8 Comments on ‘The Lambos Were Rented’: Consensus Bitcoin Rally Eludes Noted ‘Guru’ Thomas Lee

Everyone Can’t Be Buying The Panthers, So What’s Your Excuse For Selling 153 Million Apple Shares To Omaha’s Favorite Grandpa?

May 16, 2018May 16, 2018

One local grandpa thinks you’re full of shit.

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Leave a Comment on Everyone Can’t Be Buying The Panthers, So What’s Your Excuse For Selling 153 Million Apple Shares To Omaha’s Favorite Grandpa?

Value Versus Growth: One Firm Reminds You That ‘This Time’ Is Never Really ‘Different’

May 16, 2018

“Yet that raises the question – did something change in the Great Financial Crisis, or is this just a pause in the strategy’s long-term outperformance?”

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Leave a Comment on Value Versus Growth: One Firm Reminds You That ‘This Time’ Is Never Really ‘Different’

Should Bond Bears Be Worried About How Much Company They Have?

May 16, 2018

2 is company but is 3 (%) a crowd?

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3 Comments on Should Bond Bears Be Worried About How Much Company They Have?

Italian Bonds Spooked As Two Guys Who Are Admittedly ‘Not Superman And Batman’ Ponder Asking For €250 Billion ECB Writedown

May 16, 2018May 16, 2018

Populism strikes again.

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1 Comment on Italian Bonds Spooked As Two Guys Who Are Admittedly ‘Not Superman And Batman’ Ponder Asking For €250 Billion ECB Writedown

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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Addiction Liability And The Roaring Twenties

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