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Year: 2020

US Kills Qassem Soleimani In Historic Assassination

January 2, 2020January 3, 2020

It is impossible to overstate the significance of his demise.

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18 Comments on US Kills Qassem Soleimani In Historic Assassination

Amid Rip-Roaring Start To 2020, Did Small Caps Just Flash A Warning Signal?

January 2, 2020January 2, 2020

Oh, and speaking of that, 2020 kicked off with bull-flattening.

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3 Comments on Amid Rip-Roaring Start To 2020, Did Small Caps Just Flash A Warning Signal?

Can China Keep Easing Without Irritating Donald Trump?

January 2, 2020January 2, 2020

Tug-of-wars are inherently unsustainable.

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‘Sentiment Is Too Darn High’: ‘Melt-Up’ Replaces ‘Recession’ As Clickbait Topic Du Jour

January 2, 2020

Define “barnburner”.

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1 Comment on ‘Sentiment Is Too Darn High’: ‘Melt-Up’ Replaces ‘Recession’ As Clickbait Topic Du Jour

Net Supply Of Safe-Haven Bonds Set For First Drop In 4 Years As CBs Fire Up Presses

January 2, 2020January 2, 2020

The supply shortage is making a comeback.

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1 Comment on Net Supply Of Safe-Haven Bonds Set For First Drop In 4 Years As CBs Fire Up Presses

Bernie Dusts Dems In Q4 Fundraising Race With $34.5 Million Haul

January 2, 2020January 2, 2020

Meanwhile, Trump has more than $100 million cash on-hand.

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‘Dire’ Final PMIs Underscore Depth Of European Slump, Pernicious Brexit Impact

January 2, 2020January 2, 2020

“A dire end to 2019”.

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For Chinese Markets, Plunging Liquor No Match For RRR Cut, Trade Optimism

January 2, 2020January 2, 2020

Kweichow Moutai may be a harbinger, but it matters not on Thursday.

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Mohamed El-Erian Is Worried. Here’s Why…

January 1, 2020

“Improvement” may be such a relative term right now as to be nearly meaningless. 

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2 Comments on Mohamed El-Erian Is Worried. Here’s Why…

Requiem For A Dreamy 2019

January 1, 2020January 2, 2020

Happy new year.

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‘You Can’t Do Anything’: Khamenei Lampoons Trump’s ‘Threat’ As US Deploys Infantry Battalion To Iraq

January 1, 2020

Trump is sending an infantry battalion.

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6 Comments on ‘You Can’t Do Anything’: Khamenei Lampoons Trump’s ‘Threat’ As US Deploys Infantry Battalion To Iraq

China Delivers Promised RRR Cut, Releasing 800 Billion Yuan In Liquidity

January 1, 2020January 1, 2020

Expect more where this came from in 2020.

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 16, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout
  • Btfl on The Swiss Killed The CoCos
  • derek on The Swiss Killed The CoCos
  • Kevin Wood on The Swiss Killed The CoCos

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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