I don’t remember when it was. A few months ago, maybe. Sometime before I decided
Month: February 2021
Regulators Eye GameStop Fiasco In Multi-Agency Probe
Soon, America will be subjected to congressional hearings on the GameStop saga, apparently featuring a
The Children Are Starving
On behalf of the millions of children currently living in poverty in the US, allow
Nomura’s McElligott: This Is ‘The BIG Thing We Need To Watch For’
Investors are increasingly prone to grabbing for upside index exposure. It was cheap (previously, folks
Jobless Claims Higher Than ‘Expected’ Because Deep, Dark Recession
793,000 Americans filed for unemployment benefits last week, more than expected. The last three weeks
It Is What It Is, Apparently
Equities were “broadly neutral” with the rally “on hold,” one headline read early Thursday. Implicit
Thanks, Tesla. Corporate America Grapples With Balance Sheet Bitcoin
“You’re going to see every company in America do the same thing,” Mike Novogratz told
JPMorgan Sees New Commodity Supercycle
Late last month, JPMorgan’s Marko Kolanovic warned on a possible tail risk associated with what
Realized Inflation Disconnected From Reflation Trade
One ongoing debate amid the reflationary impulse that’s driven breakevens to multi-year highs and buoyed
China’s Pandemic Rebound Belies Two-Track Recovery
Most “regular” (and I don’t have a concrete definition of that) market participants likely didn’t
Bloombergian Bubbles
An eight-day rally in global equities marched on Wednesday, as investors continued to follow the
Caretakers
Things were relatively quiet in the US Tuesday, if you don’t count Donald Trump’s second
Wanted: Cheap And Volatile
GameStop and some of its Reddit-fueled compatriots may have collapsed, but that hasn’t necessarily derailed
Sam Zell Goes On CNBC, Irritates America, Runs Out Of Zoom Minutes
Do we not know what they’re going to say? When you invite “brand names” —
No Fear, Only Greed
“On the one hand, the fact that a few day traders could cause such disruption
US Junk Bond Market Becomes Oxymoron
It’s hard to know what a “milestone” is these days, mostly because we seem to
Fun Times, Funny Business
Risk sentiment cooled a bit Tuesday on the heels of a six-session rally on Wall
Maximum Bitcoin, Minimum Wage
If you wanted to be dramatic about it, you could call February 8, 2021, the
iExchange? One Bank’s Plan For Apple’s Crypto Future
Meanwhile, from the “why not?” files. On a day when Tesla disclosed a $1.5 billion
Tesla’s Balance Sheet Not Volatile Enough. Needs Bitcoin, Musk Reckons
A few days back, while commenting on an article that documented Elon Musks’s increasingly outlandish
General Roaring Kitty And The Road Back To Reality
I’m already laughing. It’s hard not to. Each and every time I set about writing
Keep Your Bad News To Yourself
The reflation narrative was alive and well to kick off the new week, as market
Biden’s Herd Immunity Reality Check And Trouble In South Africa
“We thought they had indicated there was a lot more vaccine available,” Joe Biden said,
Meet Janet Yellen, Chief Risk Officer, Planet Earth
Market participants are going to be seeing quite a bit more of Janet Yellen for
The ‘Revolution’ Robinhood And Reddit Are Looking For Happened Years Ago
“Robinhood investors’ evident lack of skill in aggregate is consistent with commission-free investors behaving as
Elon, Dogecoin And Markets Gone Mad
The world has clearly lost its mind. There are any number of phenomena I could
