5%: US Treasurys Or GameStop?
10-year US yields, the benchmark of all benchmarks, breached 5% on Monday for the first
10-year US yields, the benchmark of all benchmarks, breached 5% on Monday for the first
At a certain point, you run out of creative hyperbole. Such is the case with
Soon, America will be subjected to congressional hearings on the GameStop saga, apparently featuring a
In a Bloomberg Opinion piece this week, Nir Kaissar wrote that “GameStop’s stock [isn’t] unusually
Editor’s note: The following piece is from Identity Element, reposted with permission. You can read
Any hope that America would regain its senses and become collectively sane again following one
People keep asking me about GameStop. I’ve been extremely reluctant to engage. But, against my
Earlier this month, when the bank’s pseudo-famous “Bull & Bear Indicator” flashed a rare contrarian
Retail investors may be back at it in US tech shares. You don’t so much
It’s a junk rally! Not in high yield (well, there too now that you mention
Predictably, my coverage of Sam Bankman-Fried’s self-described “f–k up” elicited several irritated e-mails from incorrigible
Markets were handed another stunningly dire German inflation outcome on Thursday. The harmonized gauge showed
September 28, 2022, was the day central banks were forced back into intervention mode. For
Producer prices in Germany soared last month. To the extent “soared” can be an understatement, consider
Wanted: “A specialized repair company.” If that’s you, and you can ensure the “complete elimination
It’s not a stretch (at all) to suggest Europe is currently facing the most onerous
Appropriately, the pre-Labor Day trade in the US will be all about the US labor
Rates are too low and inflation isn’t likely to drop below 4% until at least
News flow slowed to something approximating a trickle ahead of Jackson Hole, a consequence of
“If you get to the mid-3s or maybe even a little bit higher, and then
The European economy is in trouble. I doubt that’s news to anyone. But it was
There’s talk of an autumn “reaping” following a summer stock rally which, depending on who
Remember the retail investor mania? For a few months in early 2021, Reddit residents and
Late last week, Goldman noted that retail investor activity was picking back up, with animal
I have no idea why anyone takes the Fed’s semi-annual financial stability report seriously. Mark
Via Alpha Exchange. Get the podcast here It looks like there is a little “GameStop
One of the myriad confounding factors in what’s been variously billed as the “Great Inflation
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