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Day: March 21, 2021

Lucky Number 7

March 21, 2021March 24, 2021

A quick look at the schedule for this week suggests it’ll be a noisy affair,

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1 Comment on Lucky Number 7

Bond Bear Spray? One Bank Sees Quarter-Trillion In ‘Pent-Up’ Duration Demand

March 21, 2021March 28, 2021

Between an accumulated rebalancing “miss” in 2020 and equity outperformance during the first quarter of

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Leave a Comment on Bond Bear Spray? One Bank Sees Quarter-Trillion In ‘Pent-Up’ Duration Demand

The Taxman Is Coming. But Stocks Will Worry About That Later

March 21, 2021March 22, 2021

For now, the obsession du jour is still inflation soup. The recipe is a secret.

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9 Comments on The Taxman Is Coming. But Stocks Will Worry About That Later

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 2023February 4, 2023

Most Read

  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • Terminal Correction
    Terminal Correction
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is 'American Utopia' A Macro Illusion?
    Is 'American Utopia' A Macro Illusion?

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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