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Month: February 2021

Ho-Hum. Buy The Dip

February 23, 2021February 24, 2021

I’ve said it before and I’ll say it again: Jerome Powell isn’t the best communicator.

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5 Comments on Ho-Hum. Buy The Dip

‘Tesla Risk’

February 23, 2021February 26, 2021

I hesitate to weigh in on this, partly because the situation can turn around so

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5 Comments on ‘Tesla Risk’

Nomura’s McElligott On A ‘Messy’ Nasdaq Amid Duration Drama

February 23, 2021February 24, 2021

“This further acceleration in the rates selloff is re-triggering the same point I’ve made in

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Another Bank Raises S&P Forecasts On ‘Strongest GDP In 35 Years’

February 23, 2021February 23, 2021

“With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that

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1 Comment on Another Bank Raises S&P Forecasts On ‘Strongest GDP In 35 Years’

Mad Max

February 23, 2021February 23, 2021

The first shall be last. That’s the mantra for a market enthralled with reflation and

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5 Comments on Mad Max

‘Are We In A Stock Market Bubble?’ Ray Dalio Answers

February 22, 2021March 1, 2021

Are we in a stock market bubble? Asking for Ray Dalio. At this juncture, I’m

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2 Comments on ‘Are We In A Stock Market Bubble?’ Ray Dalio Answers

Trending Topics

February 22, 2021February 23, 2021

If you ask Elon Musk, man whose company bought $1.5 billion worth of Bitcoin for

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2 Comments on Trending Topics

Price Pressures Abound

February 22, 2021

Although one imagines next month’s survey will be more “interesting” given that it will presumably

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4 Comments on Price Pressures Abound

How Much Repricing Is Allowed?

February 22, 2021February 23, 2021

Germany is poised to authorize billions in additional debt-funded virus relief spending, sources said Monday.

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Leave a Comment on How Much Repricing Is Allowed?

Too Much Of A Good Thing

February 22, 2021February 23, 2021

Rising yields caused further consternation in equities to start the new week, as bonds extended

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2 Comments on Too Much Of A Good Thing

$16,752

February 21, 2021February 25, 2021

If you’re looking to make a point about inflationary pressures, you might cite big spikes

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16 Comments on $16,752

Ocasio-Cortez And The Texas Flex

February 21, 2021February 26, 2021

The cynical among you might be inclined to call it political opportunism. The bleeding hearts

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Up, Up, And Away?

February 21, 2021February 22, 2021

All eyes will be on rates in the week ahead, as market participants fret over

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2 Comments on Up, Up, And Away?

Just Put It In Stocks

February 20, 2021February 22, 2021

“Just put it in the stock market. You’ll always make something.” I heard that from

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20 Comments on Just Put It In Stocks

Predictions About The Future

February 20, 2021February 25, 2021

If you’re having trouble keeping track of the myriad virus relief measures either delivered/implemented or

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5 Comments on Predictions About The Future

How Bitcoin Can Replace The Dollar

February 20, 2021February 28, 2021

I’m hardly the first person to suggest what I’m about to suggest and I’m not

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28 Comments on How Bitcoin Can Replace The Dollar

Snorting M&M’s

February 19, 2021February 21, 2021

If you listen closely, you can hear the questions asking themselves. After a dozen years,

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4 Comments on Snorting M&M’s

Character Matters

February 19, 2021February 22, 2021

What can we say about the week that was? Well, we can say yields rose.

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3 Comments on Character Matters

Larry Summers ‘Can’t Imagine’ A Bigger Waste Of Money Than Sending You Some

February 19, 2021February 20, 2021

Larry Summers is sticking with it. By “it” I mean what’s morphed into a professional

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6 Comments on Larry Summers ‘Can’t Imagine’ A Bigger Waste Of Money Than Sending You Some

Markets Just Witnessed An ‘Absolute Game-Changer,’ One Bank Says

February 19, 2021February 23, 2021

What did I say on Wednesday? To tell you the truth, I don’t remember —

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5 Comments on Markets Just Witnessed An ‘Absolute Game-Changer,’ One Bank Says

Now The Inflation Warnings Are Getting A Bit Worrisome

February 19, 2021February 23, 2021

Call it yet another boost to the reflation narrative. Alternatively, you might call it a

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1 Comment on Now The Inflation Warnings Are Getting A Bit Worrisome

‘Divursufricashun’ And The Great Gold-For-Bitcoin Trade

February 19, 2021February 19, 2021

This was a week to forget for market participants. It could be seen, in hindsight,

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13 Comments on ‘Divursufricashun’ And The Great Gold-For-Bitcoin Trade

Martians

February 18, 2021February 19, 2021

You had choices Thursday when it came to what deserved your attention. Remember: Barring significant

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11 Comments on Martians

Charlie McElligott’s ‘Toggle’ Motto: Why A Broken Vol Market Matters

February 18, 2021February 19, 2021

Over the past week (maybe two), Nomura’s Charlie McElligott has been keen to emphasize that

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2 Comments on Charlie McElligott’s ‘Toggle’ Motto: Why A Broken Vol Market Matters

Is The Flaming Marshmallow Housing Market Starting To Cool?

February 18, 2021February 19, 2021

Last month, I called the US housing market a “giant flaming marshmallow.” Pandemic dynamics (e.g.,

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10 Comments on Is The Flaming Marshmallow Housing Market Starting To Cool?

Main Street Malaise Ongoing As Jobless Claims Jump

February 18, 2021February 22, 2021

For the second consecutive week, jobless claims in the US were higher than expected. 861,000

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In Texas: A Debacle

February 18, 2021February 21, 2021

Headlines in the US were still dominated by two words Thursday: “Texas” and “freeze.” In

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13 Comments on In Texas: A Debacle

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 23, 2023

Fed Delivers Dovish Hike Amid Bank Crisis

March 22, 2023March 23, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

The Swiss Killed The CoCos

March 20, 2023March 21, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Most Read

  • Food, Bar Inflation Now Off The Charts In UK
    Food, Bar Inflation Now Off The Charts In UK
  • It's Not A Wage-Price Spiral. It's 'Greedflation'!
    It's Not A Wage-Price Spiral. It's 'Greedflation'!
  • Some Additional Hikes. Maybe.
    Some Additional Hikes. Maybe.
  • Ambiguous New Home Sales Suggests Prices Firmed After Drop
    Ambiguous New Home Sales Suggests Prices Firmed After Drop
  • TikTok CEO Says Xi Jinping Not Hiding In App
    TikTok CEO Says Xi Jinping Not Hiding In App

Recent Comments

  • Tommy Shelby on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
  • Eddie Z on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
  • John Liu on Households Could Sell Up To $1.1 Trillion In Stocks: Goldman
  • justmyopinion on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
  • John Liu on TikTok CEO Says Xi Jinping Not Hiding In App

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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