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Month: September 2022

Wanted In Europe: Mild Winter, ‘Specialized Repair Company’

September 2, 2022September 8, 2022

Wanted: “A specialized repair company.” If that’s you, and you can ensure the “complete elimination

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5 Comments on Wanted In Europe: Mild Winter, ‘Specialized Repair Company’

Soaring Energy Prices Belie ‘Cheapest Ever’ Energy Stocks

September 2, 2022September 3, 2022

Besides USD cash, commodities are the only asset class that’s worked in 2022. Everyone can

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1 Comment on Soaring Energy Prices Belie ‘Cheapest Ever’ Energy Stocks

Jobs Report Checks ‘Goldilocks’ Boxes

September 2, 2022September 7, 2022

The pace of hiring in the US decelerated, but remained robust in August, according to

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1 Comment on Jobs Report Checks ‘Goldilocks’ Boxes

Epochal Shifts, Generational Bears

September 2, 2022September 3, 2022

“We expect new highs in yields and new lows in stocks.” That was the message

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3 Comments on Epochal Shifts, Generational Bears

What If ‘Normal’ Isn’t What We Think It Is?

September 1, 2022September 2, 2022

The past two years prompted quite a bit of soul-searching for humanity, and particularly for

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17 Comments on What If ‘Normal’ Isn’t What We Think It Is?

Things Just Got ‘Real’

September 1, 2022September 3, 2022

An increasingly acute tightening impulse from a buoyant dollar and surging US real yields is

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4 Comments on Things Just Got ‘Real’

China Descends Further Into Crisis With Megacity Lockdown

September 1, 2022September 8, 2022

Markets warily eyed a bevy of inauspicious developments as September dawned, including a new COVID

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12 Comments on China Descends Further Into Crisis With Megacity Lockdown

‘Manufacturing’ A Narrative Before ‘The Music Stops’

September 1, 2022September 3, 2022

The US economy is resilient. So said top-tier data released on Thursday, less than 24

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Leave a Comment on ‘Manufacturing’ A Narrative Before ‘The Music Stops’

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 16, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout
  • Btfl on The Swiss Killed The CoCos
  • derek on The Swiss Killed The CoCos
  • Kevin Wood on The Swiss Killed The CoCos

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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