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Day: June 6, 2022

Economics May Kill Us

June 6, 2022June 8, 2022

“Humans need food, shelter, warmth and a wage,” BofA’s Michael Hartnett declared, in his latest

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19 Comments on Economics May Kill Us

Mr. Musk And The Merger

June 6, 2022June 17, 2022

Elon Musk is a busy man. He makes cars, yes, but he also builds spaceships,

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6 Comments on Mr. Musk And The Merger

Stock Selloff May Not End Until This ‘Final Shoe’ Drops

June 6, 2022June 7, 2022

I’ve talked breathlessly about the demolition in growth stocks and, more broadly, the demise of

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4 Comments on Stock Selloff May Not End Until This ‘Final Shoe’ Drops

Bear Market Rally On Borrowed Time, S&P To 3400: Wilson

June 6, 2022June 7, 2022

US equities may loiter around current levels for a while, but another swoon is coming,

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3 Comments on Bear Market Rally On Borrowed Time, S&P To 3400: Wilson

China’s $2 Trillion Tech Wipeout Seen Over As Didi Probe Ends

June 6, 2022June 10, 2022

The long-running rout in Chinese tech shares that wiped away some $2 trillion in market

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Leave a Comment on China’s $2 Trillion Tech Wipeout Seen Over As Didi Probe Ends

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 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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