On Friday, Goldman suggested that Joe Biden’s tax plan has the potential to accelerate any
Year: 2020
What’s Really At Stake In November
“Everything Americans value is at stake”, Chuck Schumer reportedly warned, during a Democratic Caucus call
Revisionist History Funded By IPOs And Forced M&A: A Glimpse Into Post-Democratic Capitalism
In “What’s Really At Stake In November“, I described the forthcoming US election as an
Trump ‘Blesses’ The ‘Concept’ Of Oracle’s TikTok Deal
A day after Wilbur Ross’s Commerce department issued prohibitions that would shut down WeChat in
Valuing A Vaccine
So far, September is an “upside down” month. Previously bulletproof mega-cap tech shares plunged into
‘My Most Fervent Wish’
“My most fervent wish is that I will not be replaced until a new president
Sentinel Lost
Exactly two months ago, when America lost John Lewis, I wrote that any attempt to
Tragically Apt
US equities struggled Friday as the Trump administration introduced fresh uncertainty into an already fraught
‘Dash From Cash’ Brings ‘Massive’ Stock Inflows, But No Escape Velocity For Recovery Yet
The “dash from cash is accelerating”, BofA’s Michael Hartnett writes, flagging the biggest six-week cumulative
Nomura’s McElligott Talks Possible ‘October Surprise,’ Near-Term Outlook Following Tech Rout
It may look like value is suddenly en vogue in September with laggards like the
Analyst Warns Of ‘Fort Sumter Moment’ After Trump’s Friday TikTok, WeChat Ambush
Some analysts are already warning that the Commerce department’s Friday morning broadside against WeChat and
Trump Bans WeChat From US, Freezes TikTok Updates In App Stores Starting Monday
Wilbur Ross’s Commerce department on Friday imposed sweeping new rules on TikTok and WeChat in
Fun And Games
“Investors await catalysts”, read one chyron on a quad witching Friday, capturing the “limbo” character
Bonanzas, Borrowing Binges, And Cash Off The Sidelines
Investment grade credit funds took in another $5.17 billion in the week through Wednesday, the
Of Course There Are Already Plans For A ‘TikTok Global’ IPO
When Steve Mnuchin teased “TikTok Global” earlier this week, it was hard not to laugh.
Bubble Watching With A Blind Man
On Wednesday afternoon, during a virtual Q&A with reporters, Jerome Powell made a somewhat dubious
September Tech Correction Turns World Upside Down
The US equity market took a rare turn for the egalitarian in September. A summer
Jobless Claims: ‘Better’ Is An Extremely Relative Term These Days
860,000 Americans filed for unemployment benefits last week, broadly in-line with market expectations. The latest
Negativity: BOE Does Prep Work For Sub-Zero Rates
The existing stance of policy remains appropriate, the BOE said Thursday, in the course of
Jerome Powell Can’t Find Duration Bubble He Saw Eight Years Ago
As regular readers are aware, I’m generally loath to devote too much energy to lampooning
Jerome Powell Relearns A Lesson He Taught In 2012: ‘It Will Never Be Enough For The Market’
Jerome Powell described the Fed’s new, outcome-based forward guidance as “strong and powerful” on Wednesday,
Fed Adopts Outcome-Based Forward Guidance, Will Keep Rates Near Zero For At Least 3 Years
Headed into the September meeting, the Fed wasn’t expected to make meaningful changes to the
Traveling At ‘Warp Speed’ With ‘Fundamentally Unserious’ People
So, it’s vaccine news you want is it? Well, the administration is happy to deliver.
JPMorgan Sees $200 Billion Near-Term Risk For Stocks, But Kolanovic Still Broadly Bullish
If you’re looking for an excuse to get tactically bearish, you might point to quarterly
Retail Sales Miss May Be Coal Mine Canary For US Recovery
Retail sales, one of the few top-tier economic indicators to stage a “real” V-shaped recovery,
Keeping Up With The Kardashians
Global equities were mixed and US stocks looked poised to build on gains as traders
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