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Month: May 2020

From The Archive, On Election Day: ‘If Trump Were A Market Maker, He Wouldn’t Last A Week’

May 31, 2020November 3, 2020

Editor’s note: I thought long and hard about what to feature prominently on Election Day

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19 Comments on From The Archive, On Election Day: ‘If Trump Were A Market Maker, He Wouldn’t Last A Week’

Cultural Breaking Point Threatens To Upend Fragile US Economy At Worst Possible Time

May 31, 2020May 31, 2020

This is a potential body blow.

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16 Comments on Cultural Breaking Point Threatens To Upend Fragile US Economy At Worst Possible Time

Yes, Fed Policy Exacerbates Inequality. But It Doesn’t Have To Be That Way.

May 31, 2020May 31, 2020

“Sad but true”

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8 Comments on Yes, Fed Policy Exacerbates Inequality. But It Doesn’t Have To Be That Way.

It’s Not The Economy, It’s The Liquidity, Stupid.

May 31, 2020May 31, 2020

If there’s anything we probably should have learned post-2008…

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6 Comments on It’s Not The Economy, It’s The Liquidity, Stupid.

America’s Chaotic Spiral Into Domestic Unrest Opens Door To Familiar Allegations Of Hypocrisy

May 31, 2020May 31, 2020

Protests and racial injustice may weaken the Trump administration’s hand with China at a crucial juncture.

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31 Comments on America’s Chaotic Spiral Into Domestic Unrest Opens Door To Familiar Allegations Of Hypocrisy

America’s Big Bankruptcy Questions: Who, When And How Many?

May 30, 2020May 31, 2020

We need to “have humility about how much predictive power our past experience gives us in the face of the current crisis.”

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5 Comments on America’s Big Bankruptcy Questions: Who, When And How Many?

The Case For Tech’s Infinity Rally

May 30, 2020May 30, 2020

The title is in jest – mostly.

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9 Comments on The Case For Tech’s Infinity Rally

Is This Still A Bear Market?

May 30, 2020May 30, 2020

…this isn’t coming from someone who is by nature a bullish individual.

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7 Comments on Is This Still A Bear Market?

Goldman Sees No More Gains For S&P By Year-End, Flags Biggest Margin ‘Collapse’ In Half-Century

May 30, 2020May 30, 2020

“…the path of the S&P 500 through year-end is not likely to be smooth”.

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6 Comments on Goldman Sees No More Gains For S&P By Year-End, Flags Biggest Margin ‘Collapse’ In Half-Century

Here’s A Quick Breakdown Of The Fed’s ETF Portfolio

May 29, 2020May 29, 2020

“Red lines”.

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2 Comments on Here’s A Quick Breakdown Of The Fed’s ETF Portfolio

Trump Terminates WHO Relationship, Blasts China For Hong Kong Incursion. Market Hears ‘Blah, Blah’

May 29, 2020May 30, 2020

“China’s coverup allowed [COVID-19] to spread all over the world”.

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15 Comments on Trump Terminates WHO Relationship, Blasts China For Hong Kong Incursion. Market Hears ‘Blah, Blah’

Someone Is Wrong About Inflation. Is It You Or The Fed’s Preferred Gauge?

May 29, 2020May 29, 2020

“Neat”.

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2 Comments on Someone Is Wrong About Inflation. Is It You Or The Fed’s Preferred Gauge?

Americans Now A Frugal Bunch As Savings Rate Surges To Unthinkable Heights In Consumption Plunge

May 29, 2020May 29, 2020

“…we could experience the same sort of private-sector savings surplus seen during a balance sheet recession”.

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4 Comments on Americans Now A Frugal Bunch As Savings Rate Surges To Unthinkable Heights In Consumption Plunge

From Europe To Japan To South Korea, Economic Gloom Is Pervasive

May 29, 2020

A reality check amid the equity market euphoria.

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Leave a Comment on From Europe To Japan To South Korea, Economic Gloom Is Pervasive

Trump Poised To Escalate China Tensions With Uighur Bill As Markets Look On

May 29, 2020May 29, 2020

Human rights take center stage in worsening spat.

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6 Comments on Trump Poised To Escalate China Tensions With Uighur Bill As Markets Look On

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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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Monthly Letters

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That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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