The big names were out and about on the eve of what’s widely expected to
Month: May 2022
Americans Keep Quitting By The Millions
Anyone expecting signs of an abatement in America’s so-called “Great Resignation” was disappointed on Tuesday.
Roe V. Wade Through A Socioeconomic Lens
My raison d’être is documenting the intersection of geopolitics, macroeconomics and finance. That finds expression
Why Bulls ‘Have A Lot Of Explaining To Do’
Late last week, I noted that although stocks may be the best inflation hedge on
Unheeded Real Rate Warning Presaged Equity Selloff
In “Mispriced Duration And The ‘Otherside’ Of Rising Rates,” I talked quite a bit about
Stocks Have A ‘Real’ Problem
Mainstream media outlets leaned on old faithful to explain another dizzying session for US equities,
Mike Wilson’s Slowdown Call Plays Out To Perfection
Last week’s equity rout in the US was “especially vicious” and suggested stocks have entered
Key Factory Gauge Misses Badly, Perpetuating US Growth Panic
The first of this week’s top-tier US data disappointed. Traders and investors are on high
The Simple Case For A Near-Term Stock Bounce
There’s a decent case to be made for a near-term bounce in US equities coming
Spoiled Milk And A ‘New World Order’ Reality Check
One mainstream media outlet described the global mood as “sour” on Monday. I don’t particularly
Mispriced Duration And The ‘Otherside’ Of Rising Rates
“Facebook and PayPal seem to have reached valuations attractive to GARP investors and even some
Jobs Report, Refunding, ISM Confront Fed-Obsessed Traders
Jerome Powell is undoubtedly the focal point for markets in the new week. The FOMC
Fed’s Biggest Rate Hike In 22 Years: What To Expect
The Fed will deliver the largest US rate hike in decades this week, as Jerome
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