When Toll Brothers, America’s leading luxury home builder, reported earnings after the bell on Monday
Author: therealheisenberg
Ray Dalio On ‘Floods Of Money,’ Bitcoin, China, And Social Safety Nets
Ray Dalio held another one of his “Ask Me Anything” Reddit events on Tuesday. It
Nomura’s McElligott: ‘Right-Tail, Crash-Up’ Still Most Likely Scenario Despite ‘Scary’ Sentiment Overshoot
The ongoing compression of realized volatility into a rally that saw US equities push to
Meanwhile, In Japan
Lost in the shuffle Tuesday was more than $700 billion in additional stimulus out of
For A Good Cause
Headlines on Tuesday were dominated by the UK’s vaccine rollout (the first among western nations),
Reluctant Borrowers: Another Canary?
I doubt the point needed further underscoring, but just in case, the latest consumer credit
Divide, Conquer & Stay Rich
Part of COVID-19’s legacy will be the extent to which the pandemic laid bare the
‘Real Households Are Going To Be In Dire Straits’: JPMorgan Liaises With Biden On Stimulus
Don’t worry: JPMorgan knows what to do. With lawmakers in Washington still wrangling over how
JPMorgan On 2018 Melt-Up Parallel: ‘Any Near-Term Equity Correction Is Buying Opportunity’
More than a few analysts and investors have identified what they believe is a parallel
Terms Of Trade
Equities seemed a bit nervous to start the new week as concerns over new US
Only In America
“Much like the mythological ‘kraken’ monster after which plaintiffs have named this lawsuit, their claims
Goldman Sees Big Disconnect In Market Pricing For Dividends
Goldman thinks the market might be too pessimistic on the outlook for dividends. Obviously, the
Bond Bears In A Pandemic
The new week will be dominated by talk of a “skinny” fiscal stimulus deal in
For The First Time In A Decade, The US Stock Market Is Expanding
From April on, the pandemic forced Wall Street analysts to toss out the playbook on
Benchmarks & The 2018 Melt-Up Parallel
“The bullishness is rampant,” David Rosenberg, who’s always good for a quote or two or
‘The Patients Are Sick’: CNBC’s Dangerous Cosplay
This week, the US garnered the dubious distinction of recording a record number of coronavirus
The Process
Bad news was good news Friday. Or at least that’s one interpretation of the price
What Risk? None In Junk, Apparently
Well, junk bond yields are at new record lows, which would be surprising if all
Emerging Market Optimism Runs Rampant As Stocks, Inflows Surge
Optimism around the prospects for emerging markets is building. Developing nation assets have lots of
Under The Hood Of November’s Big Jobs Miss
The November jobs report suggested labor market momentum in the US decelerated materially during the
Labor Market Momentum Decelerates Sharply As November Jobs Report Misses
The US economy added 245,000 jobs in November, far fewer than economists anticipated, underscoring concerns
The Balance Of The News
Global equities moved higher Friday, albeit gingerly as circumspect investors assessed the balance of the
Scotch Tape & Paperclips
At this point, you have to laugh. Clearly, the macabre context (i.e., a deadly epidemic
Nomura’s McElligott: Barring Too Much ‘YOLO,’ It’ll Be Hard To Get A ‘Real’ Selloff In The Near-Term
Between rising yields, record coronavirus fatalities in the US, and the prospect of a double-dip
Morgan Stanley’s Mike Wilson Thinks ‘Little Bit Overvalued’ Stocks May Correct
Morgan Stanley’s Mike Wilson, who’s generally bullish on equities headed into 2021, says stocks may
US Services Sector Decelerates. Inflation Pressures Build
The US services sector expanded at a slower pace last month, ISM said Thursday. The
Jobless Claims Drop In Welcome Reprieve, As Stimulus Talks Ongoing
712,000 Americans filed for unemployment benefits last week, far fewer than expected, marking a welcome
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