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Day: January 20, 2022

Who’s Tired Of Jeremy Grantham?

January 20, 2022February 10, 2022

Jeremy Grantham just wants to help. That’s all. He said as much in the very

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22 Comments on Who’s Tired Of Jeremy Grantham?

Don’t Look Down

January 20, 2022January 21, 2022

This time is different. As ever, those four words are very dangerous when arranged in

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7 Comments on Don’t Look Down

‘Bare Shelves’ Beget Sudden Drop In US Home Sales

January 20, 2022January 27, 2022

A lack of supply weighed on US home sales last month, data out Thursday showed.

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2 Comments on ‘Bare Shelves’ Beget Sudden Drop In US Home Sales

The Case For A Counter-Trend Stock Rally

January 20, 2022January 21, 2022

US equities labored under the tyrannical overhang of “huge VWAP-style selling pressure” during Wednesday’s choppy

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US Jobless Claims Surge. Seasonal Adjustment Blamed

January 20, 2022January 21, 2022

US jobless claims surged last week by the most since July, a decidedly poor update

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5 Comments on US Jobless Claims Surge. Seasonal Adjustment Blamed

Dead Heart Defibrillator

January 20, 2022January 20, 2022

Chinese policymakers coaxed a rally out of downtrodden equities Thursday. The Hang Seng China Enterprises

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Leave a Comment on Dead Heart Defibrillator

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

Most Read

  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • Terminal Correction
    Terminal Correction
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • Is 'American Utopia' A Macro Illusion?
    Is 'American Utopia' A Macro Illusion?
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks

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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