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Day: September 16, 2022

Bulls Stare Into Dark Abyss As Event Risks Loom

September 16, 2022September 24, 2022

It wasn’t a good week to be a bull. Images of FedEx’s largest one-day plunge

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4 Comments on Bulls Stare Into Dark Abyss As Event Risks Loom

S&P Could Fall 40% In ‘Severe Hawkish’ Scenario

September 16, 2022September 17, 2022

If we assume the likes of Bill Dudley, Larry Summers and Olivier Blanchard are correct

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4 Comments on S&P Could Fall 404 In ‘Severe Hawkish’ Scenario

Blanchard Warns ‘Zero Chance’ Of ‘Immaculate Conception’ Jobs Miracle

September 16, 2022September 21, 2022

“A critical debate has emerged” around the outlook for the US economy and the Fed’s

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8 Comments on Blanchard Warns ‘Zero Chance’ Of ‘Immaculate Conception’ Jobs Miracle

Inflation Uncertainty Soars To 1982 Levels

September 16, 2022September 21, 2022

The improvement in US consumer sentiment witnessed in late August ebbed early this month, amid

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1 Comment on Inflation Uncertainty Soars To 1982 Levels

FedEx May Be Wile E. Coyote Moment For Economy, Markets

September 16, 2022September 22, 2022

Wall Street will spend the final day of a somewhat tedious week fretting over FedEx,

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8 Comments on FedEx May Be Wile E. Coyote Moment For Economy, Markets

Breaking Point

September 16, 2022September 21, 2022

Markets moved closer to what felt like a breaking point Friday. FedEx’s bleak remarks on

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1 Comment on Breaking Point

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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    Three Stories For 2023's Everything Rally
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    Terminal Correction
  • 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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