One of this month’s market obsessions is an apparent disconnect between economic momentum and positioning
Day: September 15, 2021
Ray Dalio On Bitcoin, Hard Money Martyr
Admittedly, I’m a bit tired of Ray Dalio. I imagine quite a few folks feel the
‘Anecdotally,’ Everyone Wants To Buy The Dip
“Anecdotally, clients want to buy a pullback or deploy bullish expressions,” Nomura’s Charlie McElligott said
At The Risk Of Extrapolating…
Maybe the Delta variant drag on the US economy will prove fleeting. For the manufacturing
In China: High Stakes, High Drama
If you were already concerned about global growth and, specifically, a downturn in China, Wednesday
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