“There’s no vaccination. There’s no cure”.
Year: 2020
As Markets Sweat Wuhan Virus, Here’s Where The S&P Is Headed According To $740 Billion In AUM
“Pneumonia apocalypse” wasn’t a box that was available to check.
Don’t Say It, Ray! Dalio Reprises Infamous ‘Cash Is Trash’ Call, Raising Specter Of 2018 Rout
“Do you ever have déjà vu, Mrs. Lancaster?”
‘This Really Isn’t Complicated’: Relentless Tech Rally Prompts Calls For ‘Nasty’ Pullback
There’s a silver lining, though.
Trump’s Wild Davos Boast: I’ve Created ‘A Boom The Likes Of Which The World Has Never Seen Before’
“We have not even started, because the numbers we’re talking about are massive”.
‘People Are Cashing Out’: China’s Yuan Slides Most Since August, Shares Dive As Markets Get Mystery Virus
Nothing like a pneumonia apocalypse to take some of the “hype” out of things.
Hong Kong Shares Are Patient Zero In Viral Pneumonia Scare
“There is a risk of an exponential outbreak”.
Macron’s Claims Of Trump Tariff Truce May Be False Dawn Amid Fractious US-EU Relationship
“…we’re going to have to do things that are very bad for them”.
Macro Tourist: Market May Be Mispricing Pneumonia Apocalypse
“Anecdotally there are reports of N95 face masks trading at 3x retail price.”
IMF Issues Obligatory Downward Revision To Global Growth. Says Things Are Better, But Still Scary
“The projected recovery for global growth remains uncertain”.
How Long Can Liquidity Trump Fundamentals?
Maybe forever, but a word of caution…
JPMorgan’s ‘Great Rotation II’ Thesis Hits Roadblock: Retail Investors May Be Maxed Out
There’s just one problem…
Risk Appetite Moderates But If This Is As Bad As It Gets, All Is Well
Oil is the big story Monday, although many will just write it off to more geopolitical wrangling in far-flung locales.
Gary Cohn: The Economy Is Great, But Trade War And Tariffs ‘Totally Hurt The United States’
“At this point, I don’t have any intention not to vote for the president”.
Markets Pray For Return Of Goldilocks (Sans Bears)
Fingers crossed on “her” being the chauffeur.
With Trump Trial, Alan Dershowitz Resigns To Fate As Professional Devil’s Advocate, Publicity Hound
His animus used to serve a jurisprudential purpose – now, he’s just a cartoon.Â
‘Coiled’ Bonds, ‘Kinetic Tension’ And The Return Of Reflation Frustration
How’s that for dramatizing things?Â
Tech Is A Bubble Again. Sorry.
It’s pretty glaring, folks.
Are ETF Providers Hoping For A Selloff?
No. But in a way, maybe!
‘He Was Supposed To Be Invincible’: Trump Entertains Mar-A-Lago Guests With Soleimani Strike Details
“I said, where is this guy? That was the last I heard from him”.
Global Equities Are Up 32% From 2018’s Lows. Does Anyone Really Care About The ‘Why’?
“What difference does it make?”
Macro Tourist Likes South Korea On Fiscal Stimulus Hopes
“I continue to buy the countries that acknowledge this reality”.
Volatility-Targeting Leverage Nears Highest Since January 2018. But You Probably Shouldn’t Panic
“Escalator up/elevator down”. But don’t forget the nuance.
David Tepper E-Mails Joe Kernen: ‘I Like Riding A Running Horse Until I Get Off’
Priceless market humor.
Trump Joins OJ Simpson, Jeffrey Epstein On List Of Totally Innocent People Represented By Alan Dershowitz
“Professor Dershowitz is nonpartisan”.
‘Just As A Heavy Object Warps Spacetime’: All Hail The 4 Vol-Suppressing Forces
“Aggregate gamma on the S&P 500 was positive for more than three-fourths of 2019”.
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