It was an inauspicious start to 2022 in Hong Kong, where shares fell on the
Author: therealheisenberg
Friendly Reminder: Some Of The Workers Aren’t Coming Back
“We’re not going back to the same economy as we had in February of 2020,”
What To Expect From 2022’s First Week
It’ll be back to the monitors, even if it’s not back to the office this
‘Imperious’ New Yorkers, Jaded Wall Street Stare Down COVID Tsunami
Market participants will get back to work this week. From home. Employees at Bank of
Onomatopoeia: The Guaranteed Dovish Fed Pivot
This is a bit of a broken record, but I’d be remiss not to emphasize
Stocks, COVID Enter 2022 Riding Unfathomable Surge
The first day of 2022 featured a somewhat awkward juxtaposition of headlines. Stories documenting the
The Best (And Simplest) Bear Case For Bulletproof Stocks
It’s fair to suggest the macro consensus headed into 2022 is that inflation will remain
World’s Wealthiest 10 Now $729 Billion Richer Since Pandemic
2021 was another good year to be rich. Every New Year’s Eve, I refresh the
The Cost Of Procrastination: America’s Broken Economy
“Whatever availability you put down when I hired you is what I expect,” a self-important
The Tragedy Of Inflation Inequality (By The Numbers)
Whenever I get the feeling I’ve talked too much about so-called “K-shaped” inflation (the phenomenon
US Jobless Claims Trendline Falls Below 200,000
US jobless claims hovered near a 50-year low in the week through Christmas Day. Initial
Why Goldman Expects Inflation To Settle Down In 2022
If at first you don’t succeed. Around this time last year, Goldman’s economic team projected
Howard Marks’s ‘Perpetual Motion Machine’ In The Pandemic Era
Back in 2017, long before I stopped reading his memos, Howard Marks delivered one of
Black Sheep In Hong Kong
Meanwhile, in Hong Kong. Stand News, a pro-democracy holdout, became the latest casualty of Xi’s
Two Economic Arguments You Probably Shouldn’t Make
Some things are obvious, but for various reasons, we choose to ignore them. For example,
In Red-Hot US Housing Market, 19% Surge Counts As ‘Cool’
The rate of appreciation in US home prices is slowing. Albeit only slightly. I’m not
Wall Street, Fed Too Optimistic On US Economy, One Bank Says
The apparent demise of Build Back Better will deal a blow to an already waning
‘Living With It’: Record Stocks, Record COVID
It’s an odd pairing. Record high equities and record high COVID cases, I mean. That’s
Everyone Loves A Rally
“We like this,” one CIO said, on the first day of the last week of
How Not To Time The Market
I’ve been on about so-called “concentration risk” in US equities. Everyone has. The discussion isn’t
‘We’re All Going To Get Omicron’
The last week of 2021 dawned with headlines lamenting thousands of holiday flight cancelations in
Glass Half-Full
If you’re the pessimistic type when it comes to markets, 2021 wasn’t your year. Or
Vol, Liquidity And Flying Toasters (One Week To Go)
The data calendar is sparse in 2021’s final week. Odds are you’ll still get an
2021: An (Equity) Love Story
2021 will be remembered for a number of things in the minds of market participants.
How A Biden Meme Stole Christmas. And Why It Matters
Not that I expected “better” of anyone, and while acknowledging that social media algos surface
You must be logged in to post a comment.