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Day: March 4, 2021

Sins Of Omission

March 4, 2021March 5, 2021

The Nasdaq careened towards correction territory Thursday, as Jerome Powell failed to assuage a market

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8 Comments on Sins Of Omission

‘Feel The Market’ Next Time, Jay

March 4, 2021March 7, 2021

Jerome Powell’s webinar with The Wall Street Journal didn’t go well. Or at least not

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5 Comments on ‘Feel The Market’ Next Time, Jay

Albert Edwards And Scott Minerd Agree: US Yields Could Go Negative

March 4, 2021March 5, 2021

Do you believe we’ve “crossed the Rubicon” where that means policymakers are increasingly inclined to

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3 Comments on Albert Edwards And Scott Minerd Agree: US Yields Could Go Negative

High Energy

March 4, 2021March 5, 2021

If you were already bullish on oil and maintained a bullish bias headed into this

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oil4 Comments on High Energy

Are We Entering A Global Tech Bear Market?

March 4, 2021March 4, 2021

Tech shares globally are teetering. The rise in yields (especially in the US) has undercut

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7 Comments on Are We Entering A Global Tech Bear Market?

One Year Later, Jobless Claims Stuck Above Pre-Pandemic Record

March 4, 2021March 4, 2021

745,000 Americans filed for unemployment benefits last week, underscoring the ongoing trials and tribulations of

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Leave a Comment on One Year Later, Jobless Claims Stuck Above Pre-Pandemic Record

Bad Liquor

March 4, 2021March 4, 2021

“Many investors who once called themselves fans of Zhang, began to raise questions and engage

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Leave a Comment on Bad Liquor

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

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    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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