Is 60/40 well and truly dead? I doubt it. First of all, 60/40’s a religion.
Author: therealheisenberg
Traders Eye S&P’s Worst Month As Curtain Closes On Wild August
In with a roar, out with a whimper. That was August. A month that began
Fed Gets More Good Inflation News. Saving Rate Slips Below 3%
Consumer price growth on the Fed’s preferred metrics was benign last month, data released ahead
‘Government And Friends’
One bank sees recession canaries in the US jobs data. And I don’t mean the
Warren Buffett Has Enough Cash To Buy Every Share Of Stock Held By Black America
Warren Buffett was in the news this week for the only reason Warren Buffett’s ever
The Profits Are Fine
Earlier this week, I suggested US equities would have a hard time rising without Nvidia.
Did US Housing Just Reach A Tipping Point?
Even if I were inclined to positive spin — and I’m obviously not — I’d
Poor People Cited As Dollar General Plunges Most Ever
Poor people get blamed a lot for a lot in America. Including for their own
Have Jobs, Will Spend
If you came into Thursday’s US economic data looking for evidence of additional labor market
Nvidia Beats, But Huang’s Revolution Faces Impossibly High Bar
“Hopper demand remains strong, and the anticipation for Blackwell is incredible,” Jensen Huang beamed, rhapsodizing
Big Numbers, Hard Landings
Big numbers. (“Loud noises!”) Market participants were focused on big numbers ahead of… well, ahead
US Home Down Payments Soar To Record. Mortgage Rates Fall Again
Mortgages. Get ’em while they’re hot. Err, “cheap.” Financing costs for half-million dollar human self-storage
Israel Launches Massive West Bank Operation
The Israeli military’s in “the first stages” of a sweeping operation in the West Bank,
Melt-Up Tickets
It’s perilous to say anything about directionality for equities index when the only stock that
Stocks To Get $43 Billion Of Support Over The Next Week. If They Behave
Interest in systematic flows — and specifically the effort to anticipate and quantify their impact
‘Mixed Feelings’
American consumers harbor “mixed feelings.” On one hand, they live in the US as opposed
US Home Prices Climb Further With 86% Of Mortgages Still Handcuffed
US home prices are still rising. “Breaking news,” I know. If you don’t own one
$55 Billion Stock Crash Underscores China’s ‘Inevitable’ Date With Deflation
Earlier this month, PDD founder Colin Huang usurped water baron Zhong Shanshan atop the list
Checking The Mechanics
The earliest of this week’s trade on Wall Street was a bit difficult to parse,
FOMO, Nvidia And ‘All-Time High Watch’
Goldman’s Scott Rubner is “back on all-time high watch.” Writing Monday at the beginning of
Powell’s ‘Tetonic’ Shift And How To Make 50% In Six Days
I hesitate to say anything that might be construed as even remotely predictive vis-à-vis markets
Can High Rates Stoke Inflation? Ask $3 Trillion
Somehow, it’s still controversial to suggest that rate hikes, and particularly the persistence of Fed
Gold’s Trying To Tell Us Something
Gold’s trying to tell us something. As you might’ve noticed, bullion hit records above $2,500
Bloody Inanity
Israel and Hezbollah have reached the point of sheer, blatant inanity. On Sunday, the IDF
Inflation Updates Eyed In Post-Jackson Hole Trade
It’s the week before Labor Day, which means trader participation and conviction will be limited
Capitalist Suicide Cult
We — card-carrying members of a suicide cult called “capitalism” — tell ourselves a fantastical
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