“I was pleased to see that Shake Shack returned the money.”
Year: 2020
‘Lights Out’: Oil And Gas ‘Suddenly Becomes A Hobby’
We’ve entered a not-so-brave new world, that’s for sure.Â
Marko Kolanovic Says S&P Will Be Back To Record Highs By Early Next Year. Here’s Why…
“What is the right multiple given the unprecedented earnings hit, but also unprecedented monetary measures?
In Surreal Oil Market, Nomura’s McElligott Asks: ‘What Is The Utility Of The Futures Contract Itself?’
When abstraction collides with the tangible…
Oil-Crazy Retail Investors Maxed Out USO ETF In Likely Wrong-Headed Bet
“Well the first thing you know ol’ Jed’s (not) a millionaire…”
‘We’re Going To Hear About Crazy Losses’: Epic Oil Wipeout Poised To Ripple
The historic wipeout in oil rolls on – figuratively and literally.
Ailing Despots, Flailing Authoritarians And Excruciating Exports
“Newsflow has turned unsupportive”.
‘Devastating’: Oil’s Epic Wipeout Begets A Sad Fatalism
“This is a great time to buy oil”, the president added.
‘When This Is All Over’
“…I want people to say, we went through hell but we learned lessons.”
Shake Shack Tycoon Says You Can Have Your $10 Million Back, Since You’re Going To Whine About It
“…we’ve decided to immediately return the entire $10 million PPP loan we received.”
‘Hockey Stick’ Profit Dreams Were Shattered. Now Who Believes In ‘The Perfect V’?
The “bottom line” – figuratively and literally.
Oil Is All To Hell And ‘Negative Prices Are Possible’
“Oil price is not like an equity price”.
China Delivers Largest Cut Yet To De Facto Benchmark, But ‘More Easing Measures Are Needed’
“…clearly more easing measures are needed”.
Trump Temporarily Postpones Some Tariffs, In Bid To Ease Supply Chain Strain
And no, this isn’t Trump calling off the trade war.
There Will Be Scars.
But “there are believers out there.”
Big Fat Checks, Steve Mnuchin’s Idea And Alms For The ‘Poor’
“I’m sure people will be very happy to get a big, fat, beautiful check”.
In Bear Market Rally, Some Say They’ve Got It All Figured Out
“Heads I win, tails you lose.”
Liberation.
“Edicts” and “scary movies”.
Pork Problems And The Great COVID Deflation/Inflation Debate
“The American food supply chain had to adapt, and it remains safe, secure, and strong.”
Write-Offs.
They told us to “look through” it. And so, we did.
Investors In Risky ‘Pandemic Bonds’ Just Got Wiped Out
You knew the risks, right?
An EM Crisis Is Not ‘Coming’ – It’s Already Here, One Bank Says
“An EM crisis is not an abstract possibility – it is the current reality”.
There Is No Plan. Big-Cap Tech Is A Bubble. And Nomura’s McElligott On Black Swan ‘Size’ Factor Rout
‘Guidelines’, new bubbles, and potential regime changes out of recessions.
Silver Linings In Abundance.
“…it doesn’t pay to rail that traders are getting it wrong if you don’t like how things go.”
You must be logged in to post a comment.