Perhaps there’s a light at the end of the tunnel after all. Two key gauges
Month: January 2022
‘Confident, Hungry Bulls’ And One Very Rich Man
“Stay bullish,” that was the message from JPMorgan’s Mislav Matejka on Tuesday. “Positive catalysts are
1 Million. But Who’s Counting?
Headed into 2022, the US was averaging 300,000 new COVID cases per day, more than
Message To Active Managers: ‘Alpha Potential Always Exists’
Late last month, while revisiting the idea that US equities are a “perpetual motion machine”
Stocks May Enter ‘Prototypical Feedback Loop’
Systematic strats and the vol-control universe are “in motion” as 2022 gets underway, Nomura’s Charlie
Why Smaller Gains May Hold The Key For Stocks In January
Early Monday, in “Stocks May Enter ‘Prototypical Feedback Loop,’” I outlined familiar dynamics that could
‘Mad Cult’ Of Erdogan Begets Impossible Inflation Surge In Turkey
“We’re cutting interest rates. And we will all see how inflation will start falling within
Tesla Looks To Electrify S&P As Engine Starts On 2022
Notwithstanding a somewhat unfortunate smattering of headlines out of Hong Kong, risk sentiment was buoyant
Hong Kong Marks ‘Regrettable’ Start To 2022
It was an inauspicious start to 2022 in Hong Kong, where shares fell on the
Friendly Reminder: Some Of The Workers Aren’t Coming Back
“We’re not going back to the same economy as we had in February of 2020,”
What To Expect From 2022’s First Week
It’ll be back to the monitors, even if it’s not back to the office this
‘Imperious’ New Yorkers, Jaded Wall Street Stare Down COVID Tsunami
Market participants will get back to work this week. From home. Employees at Bank of
The Year Of The Abject: Making Sense of Nonsense
The emergence of 21st century Right-wing populism represents the biggest innovation on that terrain. Right-wingers
Onomatopoeia: The Guaranteed Dovish Fed Pivot
This is a bit of a broken record, but I’d be remiss not to emphasize
Stocks, COVID Enter 2022 Riding Unfathomable Surge
The first day of 2022 featured a somewhat awkward juxtaposition of headlines. Stories documenting the
