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Day: December 7, 2021

S&P 5,000 By June (Or By Friday)

December 7, 2021December 9, 2021

The S&P has a date with 5,000 by… well, by the end of the week

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5 Comments on S&P 5,000 By June (Or By Friday)

‘Tangible Risks’ As ‘2018 Redux’ Worries Grow

December 7, 2021December 8, 2021

“It’s possible we won’t see the same pressure on the Fed to back off if

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2 Comments on ‘Tangible Risks’ As ‘2018 Redux’ Worries Grow

Searching For A Narrative

December 7, 2021December 8, 2021

US equities catapulted higher Tuesday, capping a mammoth two-day rally and putting the S&P on

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6 Comments on Searching For A Narrative

China Reaches Pain Threshold. Easing Cycle Seen Underway

December 7, 2021December 19, 2021

After spending the better part of a year engineering a series of overlapping crises in

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2 Comments on China Reaches Pain Threshold. Easing Cycle Seen Underway

China’s Export Machine Shows ‘No Signs Of Slowing’

December 7, 2021December 8, 2021

China’s economy may be beset with difficulties, but trade remains robust. Exports and imports both

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1 Comment on China’s Export Machine Shows ‘No Signs Of Slowing’

Monthly Letter+

  • Deterioration, Dissolution And Default

    May 29, 2023May 29, 2023

Week’s News

Dam It

June 6, 2023June 7, 2023

Zeitgeist 2023

June 3, 2023June 5, 2023

US Jobs Report Is Goldilocks With Caveat

June 2, 2023June 3, 2023

Rallies And Epochs

May 31, 2023June 1, 2023

China’s Rebound ‘Over’ Amid Dour Data, ‘Miserable’ Stocks

May 31, 2023June 2, 2023

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Monthly Letters

Deterioration, Dissolution And Default

May 29, 2023May 29, 2023

Reinventing Wheels

April 23, 2023May 29, 2023

Lost At Sea

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