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Day: October 13, 2021

Fed Effectively Announces November Taper. Nobody Cares

October 13, 2021October 18, 2021

The onset of the taper could begin as early as November. That was one takeaway

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2 Comments on Fed Effectively Announces November Taper. Nobody Cares

Fundamental Selloff Triggers

October 13, 2021October 14, 2021

“All-clear” isn’t quite right. In fact, it’s not right at all, really. A dizzying array

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1 Comment on Fundamental Selloff Triggers

Hearts, Minds And ‘Dirty Words’

October 13, 2021October 21, 2021

US consumer prices rose more than expected in September, data out Wednesday showed, but the

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6 Comments on Hearts, Minds And ‘Dirty Words’

JPMorgan Says Made Billions In Bunches. M&A Doing Great

October 13, 2021October 14, 2021

JPMorgan kicked off big bank earnings with a top-line beat. Adjusted revenue for Q3 was

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8 Comments on JPMorgan Says Made Billions In Bunches. M&A Doing Great

China’s Exports Defy Gloom Amid ‘Rampant’ Overseas Demand

October 13, 2021October 13, 2021

China’s exports hit another record in September, driven by holiday demand and surging prices, Beijing

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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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    Terminal Correction
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  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    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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