“At the moment nothing seems to tire this equity market”.
Month: June 2020
Everything Is Wrong In The World. Except For Stocks. The Stocks Seem Fine.
74% say America is on the wrong track. But the stocks are fine. Thanks for asking.
It All Burns Down.
“A red flag to a bull, even if it is bullish for assets”.
Euphoric ‘Mothers’ And ‘Giant Painkillers’
“…symptomatic of a euphoric stock market”.
While You Weren’t Looking, China Launched A Little Soft QE
It’s “not QE” in a precise sense.
Dollars, Defiance And Democracy
“I canâ€™t think of any market crash brought on by civil unrest”.
‘Thousands And Thousands Of Heavily Armed Soldiers’
Martial law – in essence, anyway.
2018 Flashbacks And Upside Down Bond Market Dynamics
“We hold the opposite view”.
‘You Have To Dominate’
“Are they taking us towards US collapse or renaissance?”
Nomura’s McElligott On ‘Big Deal’ Trend Inflections And June Sequencing
“…a broader distribution of outcomes [and] a wider range thereafter”.
Manufacturing Gauges Rendered Meaningless In COVID Crisis Suggest Economy Still Pretty Bad
“Two cautious comments for every one optimistic comment”.
‘Still Plenty Of Room For Stocks To Rise Further From Here,’ JPMorgan Says
“…collectively, investors are still underweight equities”.
China Mocks America For Violent Protests, Begins Canceling US Farm Imports
“Why does the US beautify the so-called Hong Kong independence and violent elements as heroes?”