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Month: September 2019

Long Lines And ‘That Fear Of Not Knowing’: Argentina Stares Into Abyss As Capital Controls Implemented

September 2, 2019September 2, 2019

“I prefer to be cautious and not regret it later”.

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4 Comments on Long Lines And ‘That Fear Of Not Knowing’: Argentina Stares Into Abyss As Capital Controls Implemented

Boris Johnson All Set To Force Snap Election As Brexit Train Careens Further Off The Rails

September 2, 2019September 2, 2019

“I want everybody to know there are no circumstances in which I will ask Brussels to delay”.

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1 Comment on Boris Johnson All Set To Force Snap Election As Brexit Train Careens Further Off The Rails

China Files WTO Complaint Against US, Potentially Complicating Trade Talks

September 2, 2019September 2, 2019

“China will firmly safeguard its legitimate rights”.

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1 Comment on China Files WTO Complaint Against US, Potentially Complicating Trade Talks

The Real Risk For Markets: The Bond Bubble Bursts

September 2, 2019September 3, 2019

“[A] disorderly rise of interest rates could cause Wall St deleveraging… and a Main St recession”.

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6 Comments on The Real Risk For Markets: The Bond Bubble Bursts

Chinese Stocks Are Shrugging Off Currency Weakness. Here’s Why

September 2, 2019

“Policymakers are in control”.

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Leave a Comment on Chinese Stocks Are Shrugging Off Currency Weakness. Here’s Why

UK Manufacturing Shrinks Fastest In 7 Years, But Don’t Worry, ‘People Will Have Food’

September 2, 2019September 2, 2019

“People will have the food they need”.

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4 Comments on UK Manufacturing Shrinks Fastest In 7 Years, But Don’t Worry, ‘People Will Have Food’

China’s Black Swan Yuan Fixes Are The Market’s New Plunge Protection

September 1, 2019September 1, 2019

That, the bank marveled, “is a 6 standard deviation move”.

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1 Comment on China’s Black Swan Yuan Fixes Are The Market’s New Plunge Protection

Trump ‘More Receptive’ To Going ‘Well Beyond Trade’ In China Fight: Report

September 1, 2019September 2, 2019

“First and foremost as a national security threat”.

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10 Comments on Trump ‘More Receptive’ To Going ‘Well Beyond Trade’ In China Fight: Report

Argentina Imposes Currency Controls As End Game Beckons

September 1, 2019September 1, 2019

And the crisis worsens.

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3 Comments on Argentina Imposes Currency Controls As End Game Beckons

One Bank’s Clients Complain ‘The Sheer Volume’ Of Tweets Makes It Impossible To Hold Positions

September 1, 2019

In other words, forecasting the next turn is impossible.

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2 Comments on One Bank’s Clients Complain ‘The Sheer Volume’ Of Tweets Makes It Impossible To Hold Positions

A Critical Week Looms For The US Economy, With Special Emphasis On Friday

September 1, 2019September 1, 2019

Another frantic Friday in the cards?

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1 Comment on A Critical Week Looms For The US Economy, With Special Emphasis On Friday

Amusement Parks For Angry Citizens

September 1, 2019September 1, 2019

“The arrival of Trump was an extension of Fox’s vision beyond media”.

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5 Comments on Amusement Parks For Angry Citizens

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Previous 1 … 18 19

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 16, 2023

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  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout
  • Btfl on The Swiss Killed The CoCos
  • derek on The Swiss Killed The CoCos
  • Kevin Wood on The Swiss Killed The CoCos

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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