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Month: March 2021

A Quarter For Your Thoughts

March 31, 2021April 8, 2021

The first quarter of 2021 had no chance of one-upping the first three months of

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5 Comments on A Quarter For Your Thoughts

In Archegos Aftermath: Questions, Collateral And Bullet Dodgers

March 31, 2021April 1, 2021

Days on from the first position unwinds, there were still (far) more questions than answers

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5 Comments on In Archegos Aftermath: Questions, Collateral And Bullet Dodgers

$2.25 Trillion And ‘The Need To Really Deliver’

March 31, 2021April 7, 2021

Joe Biden wants to tax corporations at a higher rate in order to help offset

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6 Comments on $2.25 Trillion And ‘The Need To Really Deliver’

Just Print The Money

March 31, 2021April 1, 2021

“People may have different ideas about how to pay for it,” Jen Psaki said Tuesday,

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13 Comments on Just Print The Money

‘The Groundwork Is Being Laid,’ As Private Employers Add Half-Million Jobs

March 31, 2021March 31, 2021

Private sector employers added 517,000 positions in March (figure below), ADP said Wednesday, in what

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Leave a Comment on ‘The Groundwork Is Being Laid,’ As Private Employers Add Half-Million Jobs

Archegos Had ‘All The Makings Of A Dangerous Situation’

March 30, 2021April 9, 2021

Over the last 72 hours, I’ve variously suggested that while the Archegos saga wasn’t likely

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3 Comments on Archegos Had ‘All The Makings Of A Dangerous Situation’

Surging Home Prices, Plunging Refis Make For Good Headlines

March 30, 2021March 31, 2021

Tuesday offered an amusing juxtaposition of housing headlines across various media outlets, all vying for

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4 Comments on Surging Home Prices, Plunging Refis Make For Good Headlines

Why The Archegos Blow-Up Failed To Trigger Instant Mayhem

March 30, 2021March 31, 2021

There was confusion (feigned and otherwise) to start the week around what I called the

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The US Consumer Suddenly Feels Much, Much Better

March 30, 2021March 30, 2021

Consumer confidence came in well ahead of expectations for March on the Conference Board’s gauge,

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1 Comment on The US Consumer Suddenly Feels Much, Much Better

Bonds Reclaim Limelight As Yields Hit Fresh Pandemic Highs

March 30, 2021March 31, 2021

The Treasury selloff showed signs of wanting to extend on Tuesday, as bonds looked poised

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Leave a Comment on Bonds Reclaim Limelight As Yields Hit Fresh Pandemic Highs

‘Argh Chaos!’ And The Biggest Margin Call Of All Time

March 29, 2021April 5, 2021

“This is a challenging time for Archegos Capital Management, our partners and employees,” Karen Kessler,

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4 Comments on ‘Argh Chaos!’ And The Biggest Margin Call Of All Time

Sometimes, You Blow Up

March 29, 2021April 4, 2021

There’s more to worry about than the (latest) trials and tribulations of Tiger Cub Bill

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9 Comments on Sometimes, You Blow Up

Panic Goes Missing In Archegos Flameout. Fed, Alcoholics Blamed

March 29, 2021March 30, 2021

Monday was supposed to be the day when the purportedly systemic nature of Tiger Cub

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1 Comment on Panic Goes Missing In Archegos Flameout. Fed, Alcoholics Blamed

Biden Leaves Little To Analyze As Methodical Mr. Fix-It

March 29, 2021March 30, 2021

Just hours after CDC Director Rochelle Walensky nearly broke down in tears while imploring Americans

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5 Comments on Biden Leaves Little To Analyze As Methodical Mr. Fix-It

CDC Director Walensky Tearfully Warns Of ‘Impending Doom’

March 29, 2021April 2, 2021

It’s never a great sign when the CDC Director nearly starts crying while discussing a

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21 Comments on CDC Director Walensky Tearfully Warns Of ‘Impending Doom’

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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
  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • 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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