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Day: June 30, 2021

The Only Question Was When

June 30, 2021July 1, 2021

You knew it was coming. It was always just a matter of time. That’s what

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2 Comments on The Only Question Was When

McElligott On Where Things Stand

June 30, 2021July 11, 2021

Admittedly, I have a difficult time deciding what the “average” market participant cares about these

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6 Comments on McElligott On Where Things Stand

Marko Kolanovic: Markets Shouldn’t Fear Delta Variant

June 30, 2021July 1, 2021

Don’t spend too much time fretting over the COVID “Delta” variant. Or, actually, do spend

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US Firms Add 1 Million Leisure And Hospitality Jobs In 3 Months

June 30, 2021June 30, 2021

Private sector employers added 692,000 jobs in June, ADP said Wednesday. That was considerably more

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4 Comments on US Firms Add 1 Million Leisure And Hospitality Jobs In 3 Months

What Concern?

June 30, 2021July 6, 2021

Concerns about the potential economic ramifications of the rapidly spreading, highly infections “Delta” coronavirus variant

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6 Comments on What Concern?

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 6, 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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