Back on January 14, in “Something Wicked This Way Comes,” I wrote that “it’s becoming
Day: February 18, 2022
We Built The World Wrong
Two days after publication, Zoltan Pozsar’s latest “dispatch” was still circulating and otherwise prompting discussion
Flows Just Turned ‘Recessionary’
“Recessionary.” That’s the word BofA’s Michael Hartnett used to describe a somewhat inauspicious juxtaposition in
Retail Investors Are Still Buying, Goldman Says
Contrary to the notion that retail investors may have lost some of their joie de
State It Clearly
Risk appetite remained subdued at the end of another tenuous week. Russian-backed separatists and the
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