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Day: October 27, 2020

What Matters

October 27, 2020October 28, 2020

Markets are plagued (figuratively and literally) with ominous headlines around a second COVID wave. France

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1 Comment on What Matters

‘What If He Does It Again?’ Hedging An ‘Unthinkable’ Trump Victory

October 27, 2020

Earlier this month, in “‘So Many Things Could Go Wrong’,” I talked briefly about the

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1 Comment on ‘What If He Does It Again?’ Hedging An ‘Unthinkable’ Trump Victory

Confidence, Core Competencies, And CAT Naps

October 27, 2020

Are the “fundamentals” sound? The answer on Tuesday was: “It’s complicated.” Durable goods orders beat,

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From ‘Chaos’ To ‘Blue Wave Mania’: Nomura’s McElligott On Election ‘Narrative Overshoots’

October 27, 2020October 27, 2020

Observing the evolution of the election narrative through the market’s beer goggles has been quite

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8 Comments on From ‘Chaos’ To ‘Blue Wave Mania’: Nomura’s McElligott On Election ‘Narrative Overshoots’

China Has Seen Enough Yuan Strength, Apparently

October 27, 2020October 27, 2020

Beijing has apparently seen enough yuan appreciation for the time being. Just hours after Guan

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1 Comment on China Has Seen Enough Yuan Strength, Apparently

Eating Out In Germany & Drinking Water On The Moon

October 27, 2020October 27, 2020

Lockdown worries continued to plague market psychology Tuesday, or at least as it relates to

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4 Comments on Eating Out In Germany & Drinking Water On The Moon

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Week’s News

Marko Kolanovic Conjures 2008 Crash With Striking Reprint

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Gap Year?

September 24, 2023September 25, 2023

What If Bonds Don’t Rally In A Recession?

September 23, 2023September 26, 2023

Bill Ackman’s Bombastic Bond Short

September 22, 2023September 24, 2023

Fade The Fed?

September 21, 2023September 22, 2023

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Recent Comments

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