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Day: September 28, 2021

China’s Power Crunch Steals Macro Limelight

September 28, 2021October 9, 2021

“Yet another growth shock.” That’s how Goldman described China’s worsening energy crunch on Tuesday. You

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2 Comments on China’s Power Crunch Steals Macro Limelight

When Your Risk-Free Asset Turns On You

September 28, 2021October 4, 2021

Investors were once again “treated” to a rates-inspired tech selloff Tuesday, a fairly regular occurrence.

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3 Comments on When Your Risk-Free Asset Turns On You

Surprise! US Consumer Mood Sours Again

September 28, 2021September 29, 2021

In news that will surprise exactly nobody (other than the several dozen economists whose forecasts

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1 Comment on Surprise! US Consumer Mood Sours Again

Home Prices Log New Record; Downpayment Burden Worsens

September 28, 2021September 29, 2021

Home prices rose less than anticipated in July. Consensus expected S&P/Case-Shiller’s 20-city index to post

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5 Comments on Home Prices Log New Record; Downpayment Burden Worsens

Calls Grow For ‘Structural Bull Market’ In Surging Crude

September 28, 2021October 9, 2021

I’m continually amused at how quickly the narrative changes. I used to jokingly refer to

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7 Comments on Calls Grow For ‘Structural Bull Market’ In Surging Crude

Oil And Bonds!

September 28, 2021September 28, 2021

Oil and bond yields. It was all about oil and bond yields on Tuesday. In

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4 Comments on Oil And Bonds!

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Week’s News

Record Highs Or Santa Crash? Wall Street Looks Ahead After Historic Rally

December 2, 2023December 2, 2023

Who Called The ‘Everything Rally’?

December 1, 2023December 1, 2023

The Waller Sea Change

November 29, 2023November 30, 2023

Narrating The ‘Everything Ripper’

November 27, 2023November 28, 2023

The Peril Of Ukraine Fatalism

November 25, 2023November 27, 2023

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  • Record Highs Or Santa Crash? Wall Street Looks Ahead After Historic Rally
    Record Highs Or Santa Crash? Wall Street Looks Ahead After Historic Rally

Recent Comments

  • dayjob on Record Highs Or Santa Crash? Wall Street Looks Ahead After Historic Rally
  • therealheisenberg on Who Called The ‘Everything Rally’?
  • C P on Who Called The ‘Everything Rally’?
  • Emptynester on Record Highs Or Santa Crash? Wall Street Looks Ahead After Historic Rally
  • anonemouse on After $200 Million Bond Short Payday, Ackman Bets On Fed Cuts

Monthly Letters

Ghost Town

November 3, 2023November 24, 2023

Dysfunction, Division and Dystopia

October 1, 2023November 24, 2023

Devil’s Bargains

September 1, 2023November 24, 2023

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