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Month: March 2020

Will A Wave Of Hedge Fund Redemptions Cause A ‘Double Dip’ For Stocks?

March 31, 2020March 31, 2020

“…during Lehman, unprecedented HF redemptions played a big role in propagating the equity and credit market declines”.

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hedge funds5 Comments on Will A Wave Of Hedge Fund Redemptions Cause A ‘Double Dip’ For Stocks?

Jeff Gundlach Held A Webcast About Sinks. He’s Bearish.

March 31, 2020March 31, 2020

“It contains many layers of meaning”.

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5 Comments on Jeff Gundlach Held A Webcast About Sinks. He’s Bearish.

Requiem.

March 31, 2020April 1, 2020

…the next three months are likely to be even more trying.

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7 Comments on Requiem.

Nomura’s McElligott Weighs In On Trump’s $2 Trillion ‘New Deal 2.0’

March 31, 2020March 31, 2020

“Now of course this is all coming into the expected ‘peak COVID’ shock”…

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8 Comments on Nomura’s McElligott Weighs In On Trump’s $2 Trillion ‘New Deal 2.0’

Manny Friedman Suspends Redemptions In Credit Fund Citing Frozen, ‘Nonfunctioning’ Markets

March 31, 2020

“Market participants fear extreme and irreversible damage”.

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2 Comments on Manny Friedman Suspends Redemptions In Credit Fund Citing Frozen, ‘Nonfunctioning’ Markets

As US Coronavirus Fatalities Eclipse 9/11 Deaths, World Ponders Grim New Reality

March 31, 2020March 31, 2020

“This is like a fire through dry grass with a strong wind behind it”.

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2 Comments on As US Coronavirus Fatalities Eclipse 9/11 Deaths, World Ponders Grim New Reality

Fed: Stop Selling Treasurys Into An Illiquid Market

March 31, 2020March 31, 2020

“This facility should [provide] an alternative temporary source of US dollars other than sales of securities in the open market”.

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3 Comments on Fed: Stop Selling Treasurys Into An Illiquid Market

Goldman’s New GDP Prediction And QR Virus Codes In Moscow: Welcome To Your Dystopian Future

March 31, 2020March 31, 2020

“It’s been miserable on so many levels.”

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5 Comments on Goldman’s New GDP Prediction And QR Virus Codes In Moscow: Welcome To Your Dystopian Future

Like It Never Happened! China’s PMIs Back In Expansion Just One Month Later

March 30, 2020March 30, 2020

Corona who?

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4 Comments on Like It Never Happened! China’s PMIs Back In Expansion Just One Month Later

‘Where We’re Going, There Are No Roads’: Revolvers, 12-Sigma Plunges And Reluctant Swipers

March 30, 2020March 31, 2020

$162 billion in revolver draws, a warning from Visa and a 12 standard deviation plunge in one bank’s activity gauge.

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2 Comments on ‘Where We’re Going, There Are No Roads’: Revolvers, 12-Sigma Plunges And Reluctant Swipers

Tenuous.

March 30, 2020March 30, 2020

These are surreal times, folks.

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7 Comments on Tenuous.

‘Sudden Declines’, ‘Gone In A Flash’

March 30, 2020March 30, 2020

Can you laugh in the face of danger?

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9 Comments on ‘Sudden Declines’, ‘Gone In A Flash’

How Bad Will It Get? America’s Unemployment Crisis Set To Spiral, According To Some Estimates

March 30, 2020March 30, 2020

Now that is quite something. 

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6 Comments on How Bad Will It Get? America’s Unemployment Crisis Set To Spiral, According To Some Estimates

As Economic Confidence Collapses In Europe, Germany Pays Workers To Stay Home

March 30, 2020March 30, 2020

The difference is that “all these workers are all still employed”.

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Leave a Comment on As Economic Confidence Collapses In Europe, Germany Pays Workers To Stay Home

‘The Largest Economic Shock Of Our Lives’: Goldman Says Oil Demand To Plunge 25% Near-Term In ‘Game-Changing’ Crisis

March 30, 2020March 30, 2020

“…carbon-based industries sit in the cross-hairs as they have historically served as the cornerstone of social interactions and globalization”.

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oil, OPEC2 Comments on ‘The Largest Economic Shock Of Our Lives’: Goldman Says Oil Demand To Plunge 252 Near-Term In ‘Game-Changing’ Crisis

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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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January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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