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Day: November 22, 2020

Weary & Wary

November 22, 2020November 23, 2020

Market participants headed into the holiday-shortened week weary of increasingly absurd political theatrics and wary

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5 Comments on Weary & Wary

The Wound That Never Heals: Lacan Meets Trump

November 22, 2020November 22, 2020

[Read more from NOTES FROM DISGRACELAND and follow on Twitter] 22. XI 2020 There is

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15 Comments on The Wound That Never Heals: Lacan Meets Trump

Reports Of 60/40’s Demise Were Greatly Exaggerated (Laphroaig Bottle)

November 22, 2020November 22, 2020

Predicting the demise of 60/40 has been a fool’s errand. To be sure, it’s not

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5 Comments on Reports Of 60/40’s Demise Were Greatly Exaggerated (Laphroaig Bottle)

Why Portfolio Managers And Executives Think Goldman’s 2021 S&P Forecast Is Too High

November 22, 2020November 23, 2020

When Goldman asked domestic and international portfolio managers, hedge funds, sovereign wealth funds, and corporate

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3 Comments on Why Portfolio Managers And Executives Think Goldman’s 2021 S&P Forecast Is Too High

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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    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • 'Nuanced'
    'Nuanced'

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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