Cans were kicked both on fresh stimulus to help the US weather the winter virus
Author: therealheisenberg
A Ticket To The S&P Party Costs American Workers More Sweat Than Ever
Let’s say, for argument’s sake, that you have a job. First of all, congratulations! Because
Are We Just Buying Time? ‘An Urgent Need To Reconfigure The Whole Socioeconomic System’
Over the course of the last nine months, I’ve been keen to emphasize that part
Marko Kolanovic Delivers 2021 Outlook: ‘A Decline In Volatility Creates A Positive Feedback Loop’
JPMorgan’s Marko Kolanovic grabbed plenty of headlines over the course of the pandemic, both within
As Households Cling To Cash, Dalio Wonders: Why Not 50X Earnings For Stocks?
While perusing a recent note from Goldman assessing the odds of an equity market pullback
Stocks May See ‘Modest Pullback’ On ‘Extremely Stretched’ Positioning, Goldman Says
“Since the start of November, US equity mutual funds and ETFs have witnessed $52 billion
All Brinkmanship, All The Time
US stimulus talks dominated the headlines again on Wednesday after Steve Mnuchin injected himself into
China Sees First Consumer Price Deflation Since 2009
For the first time since 2009, China witnessed consumer price deflation. CPI declined 0.5% in
Don’t Leave Town Without It
More incrementally positive developments on the vaccine front bolstered risk sentiment in the US Tuesday
Mini-Mansion Mania!
When Toll Brothers, America’s leading luxury home builder, reported earnings after the bell on Monday
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
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