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Month: May 2020

Marko Kolanovic ‘Dials Down’ Bullish Call After Nailing Stock Surge, Delivers COVID-19 Update Amid Reopenings

May 28, 2020May 29, 2020

“Ultimately we think that politicizations of COVID-19 will backfire”…

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Fed Engineers $1 Trillion Miracle In US Corporate Bond Market

May 28, 2020May 28, 2020

“…the perfect answer for a central bank dealing with a credit crunch”.

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8 Comments on Fed Engineers $1 Trillion Miracle In US Corporate Bond Market

Here’s Everything Goldman Said About Bitcoin In ‘Tulip Mania’ Slides

May 28, 2020May 29, 2020

“We have compared bitcoin and ether… to the Gouda variety of tulip bulbs”.

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18 Comments on Here’s Everything Goldman Said About Bitcoin In ‘Tulip Mania’ Slides

Albert Edwards: FAAMG Stocks Are ‘Nonsense On Stilts. Embrace The Coming Crash.’

May 28, 2020May 28, 2020

“At what point does the stark disconnect between Wall Street and Main Street become a political embarrassment”?

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13 Comments on Albert Edwards: FAAMG Stocks Are ‘Nonsense On Stilts. Embrace The Coming Crash.’

Nomura’s Charlie McElligott: There’s A ‘Remarkable,’ ‘Tectonic’ Shift Occurring In US Equities

May 28, 2020May 28, 2020

“This is obviously what the market is debating right now in real-time”.

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12 Comments on Nomura’s Charlie McElligott: There’s A ‘Remarkable,’ ‘Tectonic’ Shift Occurring In US Equities

At 41 Million, US Jobs Lost To Virus Nearly Equal Population Of Spain

May 28, 2020May 28, 2020

There was one bright spot in the report…

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6 Comments on At 41 Million, US Jobs Lost To Virus Nearly Equal Population Of Spain

Boiling Points, Rubber Stamps And Expelled Students

May 28, 2020May 28, 2020

“We have all along rejected a cold war mentality”.

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2 Comments on Boiling Points, Rubber Stamps And Expelled Students

Trump’s Social Media Order Lays Groundwork To Punish Twitter, Facebook, Google For Pointing Out Lies

May 28, 2020May 28, 2020

“…we no longer have our freedom”.

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28 Comments on Trump’s Social Media Order Lays Groundwork To Punish Twitter, Facebook, Google For Pointing Out Lies

‘It’s Toast’: China Trade Deal Seen Dead Amid Hong Kong Melee. Uighur Bill Goes To Trump’s Desk

May 27, 2020May 28, 2020

“…a critical flaw of the deal emerges”.

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13 Comments on ‘It’s Toast’: China Trade Deal Seen Dead Amid Hong Kong Melee. Uighur Bill Goes To Trump’s Desk

Bazookas Galore, Irrelevant Court Rulings, And What’s Next After Europe’s ‘Essential Day’

May 27, 2020May 27, 2020

“We must go quickly and adopt this ambitious agreement”.

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7 Comments on Bazookas Galore, Irrelevant Court Rulings, And What’s Next After Europe’s ‘Essential Day’

Hong Kong, Huawei Dramatics Play Spoiler To Otherwise Bullish Narrative

May 27, 2020May 27, 2020

“Facts on the ground”.

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5 Comments on Hong Kong, Huawei Dramatics Play Spoiler To Otherwise Bullish Narrative

Donald Trump, Ostensible Republican, Says He May ‘Close Down’ America’s Social Media Platforms

May 27, 2020October 12, 2021

Fact versus fiction.

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25 Comments on Donald Trump, Ostensible Republican, Says He May ‘Close Down’ America’s Social Media Platforms

234 Trillion Yen. That’s A Real Number, Apparently.

May 27, 2020May 27, 2020

“Mind-spinning”.

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8 Comments on 234 Trillion Yen. That’s A Real Number, Apparently.

‘Largest Political Shift On The Continent In 30 Years’: €750 Billion EU Rescue Fund, Joint Debt To Become Reality

May 27, 2020May 27, 2020

€500 billion will be in the form of grants.

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Leave a Comment on ‘Largest Political Shift On The Continent In 30 Years’: €750 Billion EU Rescue Fund, Joint Debt To Become Reality

The US Election May Be Decided By June. But Would Trump Leave If He Lost?

May 26, 2020June 3, 2020

The tail risk to end all tail risks?

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24 Comments on The US Election May Be Decided By June. But Would Trump Leave If He Lost?

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Previous 1 2 3 … 13 Next

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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