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Month: January 2021

Boiler Rooms And Silver Manias

January 31, 2021February 2, 2021

It’s not safe out there, folks. There was quite a bit of chatter last week

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6 Comments on Boiler Rooms And Silver Manias

Here Come The Citadel Conspiracy Theories

January 31, 2021February 7, 2021

As a new week dawned, investors and traders from around the globe were greeted with

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8 Comments on Here Come The Citadel Conspiracy Theories

‘At Least It’s An Ethos’: Wall Street Ponders WallStreetBets Nihilists

January 31, 2021February 1, 2021

There are plenty of lingering questions on Wall Street and not a lot of answers

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Resurrecting A Failed State

January 31, 2021February 3, 2021

The week ahead features the first monthly payrolls report since Joe Biden assumed the presidency.

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GameStop And The Rationality Of The Irrational

January 30, 2021January 31, 2021

Editor’s note: The following piece is from Identity Element, reposted with permission. You can read

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9 Comments on GameStop And The Rationality Of The Irrational

Dalio On Reddit Stock Rebellion: Anger And Hate Are Pervasive

January 30, 2021January 31, 2021

One of the most disturbing aspects of what, on some measures anyway, was the most

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6 Comments on Dalio On Reddit Stock Rebellion: Anger And Hate Are Pervasive

After WallStreetBets Mania, What’s Next?

January 30, 2021February 2, 2021

What now? That’s one question shell-shocked investors and traders are likely asking themselves, after a

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14 Comments on After WallStreetBets Mania, What’s Next?

Revenge Of The Excluded: The Biggest Short Squeeze In History

January 30, 2021January 31, 2021

“It was a placid week in the US stock market – provided one was a

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10 Comments on Revenge Of The Excluded: The Biggest Short Squeeze In History

Marko Kolanovic Describes ‘Full-Blown Energy Crisis’ Tail Risk

January 30, 2021January 30, 2021

Amid what it’s fair to describe as one of the most bizarre weeks in recent

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Populism Comes For The Stock Market

January 29, 2021January 30, 2021

One of the most ridiculous weeks in recent memory ended with a flourish, as US

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8 Comments on Populism Comes For The Stock Market

Markets Are Musk’s ‘Toy’ As Mania Hits ‘Whippet In A Turtleneck’ Phase

January 29, 2021January 30, 2021

“If Bitcoin continues to fall, it would be just one more warning shot that P/Es

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12 Comments on Markets Are Musk’s ‘Toy’ As Mania Hits ‘Whippet In A Turtleneck’ Phase

Don’t Worry Retail Investors, The SEC Will (Maybe) Protect You

January 29, 2021February 1, 2021

If you’re a retail investor or otherwise count yourself among the multitudes of market participants

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18 Comments on Don’t Worry Retail Investors, The SEC Will (Maybe) Protect You

Reflation Narrative Gets Marginal Boost From Incremental Data

January 29, 2021January 29, 2021

It might be “old news” in some respects, but personal income and spending data for

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Meanwhile, In China: A Cash Crunch

January 29, 2021January 30, 2021

China engineered a pretty epic cash squeeze this week. Liquidity withdrawals over the past several

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4 Comments on Meanwhile, In China: A Cash Crunch

Robbing Peter To Pay Paulie

January 29, 2021February 1, 2021

After drawing down more than $500 million from a credit line with a half-dozen banks,

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11 Comments on Robbing Peter To Pay Paulie

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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

Most Read

  • Terminal Correction
    Terminal Correction
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  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    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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