Extreme scenarios and the peril of screwing it all up.
Day: June 3, 2020
Socialism For The Rich: The Biggest Names In Finance Are Stone, Cold Hypocrites
Where’s your damn free lunch?Â
More Chaos: Esper Says Pentagon Doesn’t Back Using Military Against Citizens. Trump Bans Chinese Planes.
“I do not support invoking the Insurrection Act”.
Nomura’s McElligott On The ‘True Accelerant’ For An ‘Outright Rotation’
“Many of these previously ‘left for dead’ equities have beta/convexity to upside in economic growth or inflation”.
In 2020, ‘Winning’ Means Only Losing 2.8 Million Jobs In A Month
Another reason to believe in a “V-shaped” recovery?
Green Shoots From The Smoldering Ashes
A few visuals help explain cautious optimism.
Rally Mode.
“At the moment nothing seems to tire this equity market”.
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