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Day: August 5, 2022

The Honor’s In The Dollar, Kid

August 5, 2022August 7, 2022

An already convoluted outlook for markets was complicated further on Friday by a jobs report

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11 Comments on The Honor’s In The Dollar, Kid

Fed Pivot Math Seen Wildly Implausible

August 5, 2022August 6, 2022

According to one popular sell-side strategist, a string of “very hot” US economic data could

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3 Comments on Fed Pivot Math Seen Wildly Implausible

US Recovers All Jobs Lost To Pandemic

August 5, 2022August 12, 2022

Total nonfarm employment in the US returned to pre-pandemic levels in July, hotly-anticipated government data

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12 Comments on US Recovers All Jobs Lost To Pandemic

Careful! It Could Be A Trap

August 5, 2022August 6, 2022

Fade it at 4,200. That’s still the mantra for some strategists convinced the nascent rebound

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1 Comment on Careful! It Could Be A Trap

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

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

Most Read

  • Terminal Correction
    Terminal Correction
  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • 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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