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Month: December 2021

This Crisis Requires Genuine Social Change

December 31, 2021June 12, 2022

[Editor’s note: In “The Cost Of Procrastination: America’s Broken Economy,” I compared the haphazard character

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2 Comments on This Crisis Requires Genuine Social Change

The Best (And Simplest) Bear Case For Bulletproof Stocks

December 31, 2021January 2, 2022

It’s fair to suggest the macro consensus headed into 2022 is that inflation will remain

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2 Comments on The Best (And Simplest) Bear Case For Bulletproof Stocks

World’s Wealthiest 10 Now $729 Billion Richer Since Pandemic

December 31, 2021January 20, 2022

2021 was another good year to be rich. Every New Year’s Eve, I refresh the

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2 Comments on World’s Wealthiest 10 Now $729 Billion Richer Since Pandemic

The Cost Of Procrastination: America’s Broken Economy

December 30, 2021February 1, 2022

“Whatever availability you put down when I hired you is what I expect,” a self-important

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10 Comments on The Cost Of Procrastination: America’s Broken Economy

The Tragedy Of Inflation Inequality (By The Numbers)

December 30, 2021January 2, 2022

Whenever I get the feeling I’ve talked too much about so-called “K-shaped” inflation (the phenomenon

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7 Comments on The Tragedy Of Inflation Inequality (By The Numbers)

US Jobless Claims Trendline Falls Below 200,000

December 30, 2021January 2, 2022

US jobless claims hovered near a 50-year low in the week through Christmas Day. Initial

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Leave a Comment on US Jobless Claims Trendline Falls Below 200,000

Comatose

December 30, 2021December 31, 2021

Markets felt comatose Thursday. Within whatever scant coverage you managed to run across, there was

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8 Comments on Comatose

Why Goldman Expects Inflation To Settle Down In 2022

December 29, 2021January 5, 2022

If at first you don’t succeed. Around this time last year, Goldman’s economic team projected

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3 Comments on Why Goldman Expects Inflation To Settle Down In 2022

Howard Marks’s ‘Perpetual Motion Machine’ In The Pandemic Era

December 29, 2021December 30, 2021

Back in 2017, long before I stopped reading his memos, Howard Marks delivered one of

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3 Comments on Howard Marks’s ‘Perpetual Motion Machine’ In The Pandemic Era

Black Sheep In Hong Kong

December 29, 2021January 5, 2022

Meanwhile, in Hong Kong. Stand News, a pro-democracy holdout, became the latest casualty of Xi’s

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8 Comments on Black Sheep In Hong Kong

Two Economic Arguments You Probably Shouldn’t Make

December 28, 2021January 1, 2022

Some things are obvious, but for various reasons, we choose to ignore them. For example,

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7 Comments on Two Economic Arguments You Probably Shouldn’t Make

In Red-Hot US Housing Market, 19% Surge Counts As ‘Cool’

December 28, 2021January 1, 2022

The rate of appreciation in US home prices is slowing. Albeit only slightly. I’m not

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1 Comment on In Red-Hot US Housing Market, 19% Surge Counts As ‘Cool’

Wall Street, Fed Too Optimistic On US Economy, One Bank Says

December 28, 2021December 29, 2021

The apparent demise of Build Back Better will deal a blow to an already waning

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1 Comment on Wall Street, Fed Too Optimistic On US Economy, One Bank Says

‘Living With It’: Record Stocks, Record COVID

December 28, 2021January 3, 2022

It’s an odd pairing. Record high equities and record high COVID cases, I mean. That’s

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1 Comment on ‘Living With It’: Record Stocks, Record COVID

Everyone Loves A Rally

December 27, 2021December 28, 2021

“We like this,” one CIO said, on the first day of the last week of

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4 Comments on Everyone Loves A Rally

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1 2 … 9 Next

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

The Swiss Killed The CoCos

March 20, 2023March 20, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Kevin Wood on The Swiss Killed The CoCos
  • therealheisenberg on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • rem on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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