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Day: February 14, 2021

What Markets Want (Last Train To Tuckahoe)

What Markets Want (Last Train To Tuckahoe)

February 14, 2021February 17, 20216 min read

Retail sales will be the marquee data point in the US this week. It would be an understatement to say there’s concern in some corners

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9 Comments on What Markets Want (Last Train To Tuckahoe)
For One Bank, This Is ‘The $3 Trillion Question’

For One Bank, This Is ‘The $3 Trillion Question’

February 14, 2021February 14, 20214 min read

In “Epic, Extreme Analogs’ And Ostensibly Stingy Banks,” I speculated about what might happen in the US economy in the event pandemic-era savings dynamics reverse

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5 Comments on For One Bank, This Is ‘The $3 Trillion Question’
Bitcoin Nears $50,000 48 Hours After Taleb Calls It A ‘Failure’

Bitcoin Nears $50,000 48 Hours After Taleb Calls It A ‘Failure’

February 14, 2021February 16, 20213 min read

Bitcoin looked poised to hit $50,000 on Sunday because… well, to tell you truth, nobody really knew the “because” part. There’s ostensibly positive news flow.

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20 Comments on Bitcoin Nears $50,000 48 Hours After Taleb Calls It A ‘Failure’

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