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Day: May 28, 2022

‘The Market Is Always Embracing The Worst Possible Scenario’

May 28, 2022May 30, 2022

“What if the curve has been right all along?” Deutsche Bank’s Aleksandar Kocic wondered, in

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1 Comment on ‘The Market Is Always Embracing The Worst Possible Scenario’

Retail Investors Sell Almost All Stocks Bought During Pandemic

May 28, 2022May 30, 2022

We talk incessantly (and often derisively) about “the retail investor.” We’re never very precise about

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8 Comments on Retail Investors Sell Almost All Stocks Bought During Pandemic

The Stock Selloff Probably Isn’t Over

May 28, 2022June 4, 2022

Foraging for winners in the smoldering wreckage of 2022’s charred cross-asset landscape conjures The Road,

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7 Comments on The Stock Selloff Probably Isn’t Over

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

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  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is 'American Utopia' A Macro Illusion?
    Is 'American Utopia' A Macro Illusion?

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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