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Year: 2022

Fed Starts 2023 With ‘Long Way To Go’ On Key Metric

December 31, 2022January 2, 2023

By the end of the first week of the rest of our lives, we’ll have

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3 Comments on Fed Starts 2023 With ‘Long Way To Go’ On Key Metric

Back To Business

December 31, 2022January 6, 2023

It’ll be back to something like business as usual in the new week, when traders

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1 Comment on Back To Business

China’s Reopening Bust Laid Bare By Disastrous Data

December 31, 2022January 2, 2023

Guess what? China’s decision to roll back strict pandemic curbs didn’t lead to a surge

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5 Comments on China’s Reopening Bust Laid Bare By Disastrous Data

The Rebirth Of The American Subject

December 30, 2022January 1, 2023

With time, America has become a country with vanishingly few paths out of poverty (or

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12 Comments on The Rebirth Of The American Subject

The Marvelous Stupidity Of The US Debt-Ceiling Debate

December 30, 2022January 2, 2023

I have a very difficult time countenancing the debt-limit debate as it manifests in soundbites

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19 Comments on The Marvelous Stupidity Of The US Debt-Ceiling Debate

V.P. Phone Home

December 30, 2022January 1, 2023

“We share the same views on the causes, course and logic of the ongoing transformation

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5 Comments on V.P. Phone Home

Local Genius Loses $140 Billion In ‘Stock Market Craziness’

December 29, 2022December 31, 2022

It’s been a tumultuous and, I imagine, frustrating, year for Tesla shareholders. Getting into Tesla

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1 Comment on Local Genius Loses $140 Billion In ‘Stock Market Craziness’

Double-Edged Swords

December 29, 2022January 1, 2023

Seemingly everything is a double-edged sword these days from a macro perspective. More to the

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2 Comments on Double-Edged Swords

Good Copy, Bad Copy

December 29, 2022December 31, 2022

Copy for the sake of it. I’m not a fan. Noteworthy market news was sparse

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3 Comments on Good Copy, Bad Copy

No Surrender, No Peace

December 29, 2022January 6, 2023

Two days ago, Sergei Lavrov told Russian state media that Ukraine should surrender for its

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12 Comments on No Surrender, No Peace

Click Monsters

December 28, 2022January 3, 2023

“It was a click monster.” I cringed, but she couldn’t see me since we communicated

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8 Comments on Click Monsters

Disconcerting Déjà Vu

December 28, 2022December 29, 2022

China’s grand reopening after three years of government-imposed isolation was supposed to save the global

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2 Comments on Disconcerting Déjà Vu

Results Pending, Hope Floats

December 28, 2022January 1, 2023

I doubt anyone needed additional evidence to support the contention that the US housing market

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1 Comment on Results Pending, Hope Floats

Batman

December 28, 2022January 1, 2023

Just before midnight on December 26, Elon Musk posted a picture of a brooding Bruce

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24 Comments on Batman

‘Placeholders For When Something Goes Wrong’

December 27, 2022December 29, 2022

There are a laundry list of reasons to cast a wary eye at the rate

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2 Comments on ‘Placeholders For When Something Goes Wrong’

US Home Prices Won’t Go Gentle Into That Good Night

December 27, 2022December 28, 2022

Data released on Tuesday underscored both the impact of the Fed’s ongoing quest to extinguish

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1 Comment on US Home Prices Won’t Go Gentle Into That Good Night

Goldman’s ‘Most Out-Of-Consensus Call’ For 2023

December 27, 2022December 28, 2022

Goldman’s most out-of-consensus call for 2023 is arguably their most important. Generally speaking, economists and

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6 Comments on Goldman’s ‘Most Out-Of-Consensus Call’ For 2023

When Life Gives You COVID, Make Lemonade

December 27, 2022January 3, 2023

Notwithstanding ongoing tension in the US tech space, market sentiment was cautiously constructive coming off

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5 Comments on When Life Gives You COVID, Make Lemonade

Planes, Missiles, Drills And Drones

December 26, 2022December 27, 2022

Tensions flared in three of the world’s powder kegs Sunday and into Monday, as border

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3 Comments on Planes, Missiles, Drills And Drones

Lessons Not Learned

December 26, 2022January 1, 2023

“This is not war,” Volodymyr Zelensky said on Telegram over the weekend. “It’s terror. It’s

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18 Comments on Lessons Not Learned

US Housing Market Enters 2023 As Bubble-Puzzle

December 25, 2022December 27, 2022

Home sales in the US either tumbled the most on record last month or ran

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4 Comments on US Housing Market Enters 2023 As Bubble-Puzzle

Visualizing Macro History

December 25, 2022December 27, 2022

Anyone with even a passing interest in markets can make a list of 2022’s “top”

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1 Comment on Visualizing Macro History

Existential Questions For 2023

December 24, 2022January 4, 2023

As the curtain closes on 2022, existential questions abound. Is the world headed for a

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6 Comments on Existential Questions For 2023

Memory Lane And The 6.5% Unemployment Threshold

December 24, 2022December 27, 2022

10 years ago this month, the Fed added outcome-based forward guidance to its policy statement.

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Leave a Comment on Memory Lane And The 6.5% Unemployment Threshold

Breach Of Contract

December 23, 2022January 1, 2023

I’m not much for normative statements. Words and deeds can be a lot of things,

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22 Comments on Breach Of Contract

Stock Funds See Largest Exodus On Record

December 23, 2022December 25, 2022

Barring a Christmas miracle, 2022 will be the worst year for US equities since 2008.

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3 Comments on Stock Funds See Largest Exodus On Record

More Stagflation

December 23, 2022December 27, 2022

The last of 2022’s notable US economic data came in broadly as expected, albeit with

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1 Comment on More Stagflation

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Monthly Letter+

  • Reinventing Wheels

    April 23, 2023May 2, 2023

Week’s News

Don’t Short A Bubble

May 25, 2023May 27, 2023

Nvidia Scores Historic One-Day Value Gain On ‘iPhone Moment’

May 25, 2023May 26, 2023

Man Who Downgraded America Weighs In On Debt Ceiling Drama

May 23, 2023May 24, 2023

Corporate America’s New Strategy: Just Say ‘A.I.’

May 22, 2023May 23, 2023

Debt Ceiling Crisis Spotlights Democracy’s Dilemma

May 21, 2023May 22, 2023

Most Read

  • The Path To An A.I. Dot-Com Moment
    The Path To An A.I. Dot-Com Moment
  • Americans Refuse To Stop Spending As Inflation Rises In Worrying Data
    Americans Refuse To Stop Spending As Inflation Rises In Worrying Data
  • Don't Short A Bubble
    Don't Short A Bubble
  • Prospectors, Gamblers And Golden Tickets
    Prospectors, Gamblers And Golden Tickets
  • 'Less Cash To Propagate Financial Assets': JPMorgan Warns On Liquidity
    'Less Cash To Propagate Financial Assets': JPMorgan Warns On Liquidity

Recent Comments

  • longinTTH on Prospectors, Gamblers And Golden Tickets
  • derek on The Path To An A.I. Dot-Com Moment
  • Mr. Lucky on The Path To An A.I. Dot-Com Moment
  • Pyrognosis on Prospectors, Gamblers And Golden Tickets
  • Joey on Nvidia Scores Historic One-Day Value Gain On ‘iPhone Moment’

Monthly Letters

Reinventing Wheels

April 23, 2023May 2, 2023

Lost At Sea

March 11, 2023April 29, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

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