“…the markets are in the mood to try to be happy”.
Month: June 2020
Trump To Axios: I Haven’t Sanctioned China For Human Rights Abuses Because Of The Trade Deal
“But I don’t go around saying, ‘Oh, help me with my election”.
‘Kung Flu’: Trump Reverts To Reckless Abandon In Virus Fight
“A tongue in cheek thing”.Â
‘Surprise!’ Another 20/20 Moment
Hindsight.
Goldman: Corporate Demand For US Stocks ‘Will Plummet 80%’ This Year. S&P Ain’t Going Anywhere
“Equity issuance has skyrocketed to $170 billion this year”…
No, Positioning In Equities Is Still Not Stretched. ‘Mania’ Talk Notwithstanding
Of course, the list of things that could go wrong is obviously quite long. But you already know that.
‘Creeping Into The Unconventional’ And Why Everything You Thought You Knew Is Wrong
“There is only one way to pay.”
End Game Nears In Hong Kong, As China Releases Details Of National Security Plan
“This new law can simply mean anything Beijing wants it to mean”.
Trump, Bill Barr Make Most Brazen Move Yet With Late-Night Sacking Of Geoffrey Berman
“Why does a president get rid of his own hand-picked US Attorney less than five months before the election?”
The Market Got It Wrong In 2008. Are We Making The Opposite Mistake In 2020?
“One needs to be careful not to simply be contrarian for contrarian’s sake, but…”
Apple Of My Eye (See You In Tulsa)
“Everyone’s really, really excited”.
‘You Can’t Get Fooled Again’: Is America Ready For Real Economic Solutions Or Not?
“…fool me once, shame on — shame on you”.
The US Corporate Bond Market Just Keeps Smashing Records
Is $2 trillion on the horizon for investment grade supply?
Why Some Stock Bulls Are Excited About Yield-Curve Control
“While it’s impossible to isolate the impact, bulls note…”
‘Long Way To Go, Short Time To Get There’: China Will Attempt The Impossible With Farm Purchases
“We’ve got a long way to go and a short time to get there…”
Howard Marks Is Humbled By Rally. Sort Of. But Not Really.
“…the odds aren’t in investors’ favor”.
SCOTUS, POTUS, Infrastructure And A Warning From Bridgewater
“…some companies will die or their shares will devalue along the way”.
Albert Edwards Has Been Right For A Long Time. But His Fans Have Kept Everyone From Realizing It.
A misunderstood bear and underrated economic thinker.
Why Nomura’s Charlie McElligott Sees Potential For A Short-Term Market Pullback
“…a meaningfully larger drop-off”.
Bad News. US Jobless Claims Have (Basically) Stopped Falling. But Hope Floats In Philly
More conflicting signals from the world’s largest economy.
‘These Are Our Dark Times’
Around the world in 800 words, as the BOE tops up QE, Australia’s labor market stumbles and New Zealand’s economy implodes.
‘I Would Print Trump’s Exact Words But…’ Trump Asked Xi For Help In Election, Bolton Says
“He stressed the importance of farmers”.
‘Nobody Believed People Would Buy Garbage’: Hertz Reimagines What’s Possible In The Age Of Robinhood
“…someone is going to be left without a seat”.
Nobody Say ‘Second Wave’
It’s probably just semantics at this point.
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