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Month: June 2020

Harley Bassman: This Combo Will End In Tears, But Success Is Likely In The Medium-Term

June 30, 2020June 30, 2020

“I must confess the notion of buying the SPX near 3000 sounds silly”.

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8 Comments on Harley Bassman: This Combo Will End In Tears, But Success Is Likely In The Medium-Term

A Cliche, I Know.

June 30, 2020October 14, 2021

Let’s not get ahead of ourselves.

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oil1 Comment on A Cliche, I Know.

Facing Bankruptcy During The Best Quarter For Stocks Since 1998

June 30, 2020June 30, 2020

What a juxtaposition.

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5 Comments on Facing Bankruptcy During The Best Quarter For Stocks Since 1998

Speculative Mania Or ‘Unprecedented Bearishness’? The Strange Case Of The US Retail Investor

June 30, 2020June 30, 2020

It’s a generational thing. 

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Fiscal Cliffs And New Lockdowns Undercut Signal From June Data

June 30, 2020June 30, 2020

In the simplest possible terms…

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3 Comments on Fiscal Cliffs And New Lockdowns Undercut Signal From June Data

With 2020 Halfway Over, ‘Markets Are Relying On Their Own Unique Take’

June 30, 2020June 30, 2020

Halfway through — glass half empty or half full?

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‘You Are Here’: Morgan Stanley’s Mike Wilson Is Still Bullish

June 29, 2020June 30, 2020

“…while some might contend earnings forecasts remain too high, we would argue otherwise”.

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4 Comments on ‘You Are Here’: Morgan Stanley’s Mike Wilson Is Still Bullish

You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited

June 29, 2020June 29, 2020

… figuratively or literally.

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4 Comments on You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited

US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law

June 29, 2020June 29, 2020

“Risks the US refuses to accept”…

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5 Comments on US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law

Buy America! Fed Launches Primary Corporate Credit Facility

June 29, 2020June 29, 2020

If you were already offended by the Fed’s purported “transgressions”, you can pretend to be even angrier now.

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6 Comments on Buy America! Fed Launches Primary Corporate Credit Facility

The Data Is Playing Along

June 29, 2020June 29, 2020

And yet, it all hinges on the jobs report.

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2 Comments on The Data Is Playing Along

As ‘Bargain’ Remdesivir Pricing Draws Ire, Market Casts Wary Eye At Relentless Virus

June 29, 2020June 29, 2020

“An amazing deal”.

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7 Comments on As ‘Bargain’ Remdesivir Pricing Draws Ire, Market Casts Wary Eye At Relentless Virus

Nomura’s McElligott On ‘Unprecedented’ Short Covering And A ‘Perverse’ Local Risk

June 29, 2020June 29, 2020

“All’s well unless”…

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2 Comments on Nomura’s McElligott On ‘Unprecedented’ Short Covering And A ‘Perverse’ Local Risk

Geopolitics On The Burner As Trump Struggles With Russia Bounties Story, China Quandary

June 29, 2020June 29, 2020

“Lies”.

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3 Comments on Geopolitics On The Burner As Trump Struggles With Russia Bounties Story, China Quandary

Hopefully, So Far, For Now

June 28, 2020June 29, 2020

Investors face an uncertain future after historic rally.

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3 Comments on Hopefully, So Far, For Now

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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

Exiles On Main Street

February 4, 2023February 4, 2023

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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