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Day: December 21, 2021

Desperate Times: Erdogan’s Scheme To Avert A Bank Run

December 21, 2021January 3, 2022

“Never seen a day like this.” That’s how one EM veteran described Monday’s rollercoaster ride

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2 Comments on Desperate Times: Erdogan’s Scheme To Avert A Bank Run

Where Will You Put All That Extra Cash?

December 21, 2021December 22, 2021

Supply-demand dynamics are still “very favorable” for stocks. That’s according to Deutsche Bank, whose Parag

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4 Comments on Where Will You Put All That Extra Cash?

McElligott On Potential For ‘Squeezy’ Year-End

December 21, 2021December 22, 2021

Market participants exhibited signs of “constructive” behavior during an otherwise dour start to the holiday-shortened

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Coal Miner Canaries

December 21, 2021December 22, 2021

“T” was for “turnaround” on Tuesday. And quite possibly for “temporary” considering how erratic markets

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2 Comments on Coal Miner Canaries

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 6, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 2023February 4, 2023

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    Is 'American Utopia' A Macro Illusion?

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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