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Month: March 2022

Small Businesses Fall Behind In Desperate Search For Labor

March 2, 2022March 4, 2022

US private sector employers added 475,000 jobs in February (figure below), 100,000 more than consensus

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Is Russia Going To Zero?

March 2, 2022March 3, 2022

Russia kept its stock market shuttered for a third day Wednesday as the finance ministry

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18 Comments on Is Russia Going To Zero?

Very Challenging

March 1, 2022March 2, 2022

Tuesday was another very challenging session for risk sentiment. Tensions in eastern Europe worsened as

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8 Comments on Very Challenging

The Most ‘Aggressive Dip-Buying’ Of Any Post-Lehman Selloff

March 1, 2022March 2, 2022

Buying dips has been a good “strategy” in the post-financial crisis era. Indeed, it’s been

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5 Comments on The Most ‘Aggressive Dip-Buying’ Of Any Post-Lehman Selloff

US Factory Surveys Hold Up, But Ukraine Impact Not Captured

March 1, 2022March 4, 2022

US manufacturing activity held up in February, the first of this week’s high profile economic

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‘Full-Blown, Front-End VaR Shock’ Underway

March 1, 2022March 6, 2022

Amid a never-ending tsunami of terrifying war headlines out of eastern Europe, traders priced out

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2 Comments on ‘Full-Blown, Front-End VaR Shock’ Underway

Pariah

March 1, 2022March 2, 2022

Admonitions, restrictions and bans of various sorts continued to pile up against Russia Tuesday, as

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16 Comments on Pariah

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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

  • 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
  • The Path To An A.I. Dot-Com Moment
    The Path To An A.I. Dot-Com Moment
  • 'Good News'
    'Good News'
  • For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch
    For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch

Recent Comments

  • Alex on ‘Good News’
  • RIA on ‘Good News’
  • fredm421 on Soooo, Stagflation It Is Then?
  • fredm421 on For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch
  • fredm421 on Americans Refuse To Stop Spending As Inflation Rises In Worrying Data

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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