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Month: March 2020

The Cat’s Out Of The Bag.

March 2, 2020March 2, 2020

Traders have questions.

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1 Comment on The Cat’s Out Of The Bag.

Here Is The OECD’s Full Assessment Of The Threat From The Coronavirus

March 2, 2020March 2, 2020

Including the “domino scenario”.

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Leave a Comment on Here Is The OECD’s Full Assessment Of The Threat From The Coronavirus

A Doomed Cavalry Charge? Rates Rage On Wild Central Bank Easing Speculation

March 2, 2020March 2, 2020

Now these are some “great expectations”.

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7 Comments on A Doomed Cavalry Charge? Rates Rage On Wild Central Bank Easing Speculation

New York Gets The Virus, Buttigieg Quits Race, Caixin Crumbles In Monday News Deluge

March 1, 2020March 2, 2020

Welcome to the new week. Enjoy your stay.

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1 Comment on New York Gets The Virus, Buttigieg Quits Race, Caixin Crumbles In Monday News Deluge

‘Defining Moment’ For Markets As BoJ Kicks Off Central Bank Response After Dire Weekend News Flow

March 1, 2020March 1, 2020

“Be prepared and dust off the crisis playbook”.

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5 Comments on ‘Defining Moment’ For Markets As BoJ Kicks Off Central Bank Response After Dire Weekend News Flow

Sometimes, The Entire Edifice Simply Implodes

March 1, 2020March 1, 2020

“Which investors drove this selloff?” Another market “whodunnit”.

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5 Comments on Sometimes, The Entire Edifice Simply Implodes

Another Crisis: Turkey-Syria Push Hostilities To Brink, Erdogan Floods Europe With Refugees

March 1, 2020March 1, 2020

Just about the last thing the world wants to ponder right now…

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2 Comments on Another Crisis: Turkey-Syria Push Hostilities To Brink, Erdogan Floods Europe With Refugees

Iran Faces Third National Tragedy Of 2020 As COVID-19 Cases Explode

March 1, 2020March 1, 2020

When it rains, it most assuredly pours.

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3 Comments on Iran Faces Third National Tragedy Of 2020 As COVID-19 Cases Explode

Mideast Stocks Plunge After $80 Billion Wipeout, As Virus Panic, Crude Collapse Weigh

March 1, 2020March 1, 2020

Needless to say, oil’s worst week since the crisis didn’t help.

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oil, OPECLeave a Comment on Mideast Stocks Plunge After $80 Billion Wipeout, As Virus Panic, Crude Collapse Weigh

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Previous 1 … 15 16

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

Most Read

  • 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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