Author: Kevin Muir

“Strategists such as Nomura’s Charlie McElligott and Marko Kolanovic have been elevated to god-like status”.

“Anecdotally there are reports of N95 face masks trading at 3x retail price.”

“I continue to buy the countries that acknowledge this reality”.

“Let me give you my interpretation of what’s happening”.

“Be careful up here”.

“…this portfolio re-balancing often takes six weeks to complete”.

“…what’s interesting about both dates is that they coincided with the end of a protracted bull market”.

“I am not trying to pick on Becky”.

“Instead of fawning all over his market calls, let me highlight where I think he is mistaken”.

“Whenever a novice trader asks me where to start learning, the first thing I tell them is to get a Twitter account”.

“…when someone tells you inflation will run out of control because of the Fed’s balance sheet expansion, think through the logic of their argument”.

The efficient frontier seems to have shifted to the point where the only answer is to be “all in” when it comes to US equities.

“…yet this is greeted by a collective yawn.”

“Either way you approach it, there is no denying politics matter.”