It says quite a bit about the average intelligence of the American voter when netizens
Author: therealheisenberg
Wrong. Jobless Claims Tell Us Plenty
840,000 Americans filed for unemployment benefits last week, down 9,000 from the previous week’s upwardly
The Most Dangerous Place In The Country
“It’s hard to see any clear, sane path on what he’s doing”, Nancy Pelosi told
Fed Minutes Show Officials Assumed Additional Fiscal Stimulus This Year
Minutes from the September FOMC meeting find Fed officials debating the relative merits of moving
US May Target Tencent, Ant Group With Potential To Disrupt World’s Largest IPO
In a move perhaps designed to cast a pall over what could be the world’s
Would You Trade A 4% Haircut In The S&P’s Fair Value For Sanity?
With expectations for a Democratic sweep becoming more entrenched by the day, market participants with
Scorched-Earth
“So stimulus is over until the election(?) And so are Trump’s odds of winning it,
Trump, Under Siege For Stimulus Torpedo, Pins Hopes On Late-Night Tweet Reversal
Markets looked to gingerly retrace the risk-off move that rippled across assets late in Tuesday’s
Trump Kills Stimulus Talks In Dramatic About-Face. Says Negotiations To Resume ‘After I Win’
On Saturday, during the first day of a short visit to Walter Reed following his
No Church In The Wild
Journalists long ago ran out of euphemisms when it comes to describing Donald Trump’s singular
Powell Hurts Own Cause, Feeds Budget Hawks By Parroting Deficit Myths
At this point, you’d forgive Jerome Powell (and most of his colleagues) for being frustrated
‘With Less Than 30 Days’: Goldman Recaps Cross-Asset Election Outlook After Trump Virus Scare
“The S&P 500 equal-weighted index had one of the largest daily outperformances since the GFC”,
Nomura’s McElligott: Market Is ‘Full-Throttle Embracing Biden, Blue Wave’
Price action on Monday was indicative of a market “going full-throttle” in its “embrace of
Invincible Heroes
Global markets were muted Tuesday following Donald Trump’s return to the White House from Walter
(Don’t Fear) The Reaper
On Monday afternoon, Donald Trump did precisely what many feared he might in the event
Did Markets Start Pricing Out Donald Trump On Monday?
“We’re still optimistic based on his unbelievable progress”, Mark Meadows said Monday, during remarks to
Some See White House Virus Scare Increasing Odds Of Undisputed Election
“At the margin, markets seem to have lowered the chance of prolonged uncertainty post-November 3”,
No Time To Die In New York (Or Bethesda)
It certainly wasn’t clear that risk assets (i.e., equities) should have been any semblance of
No Shirt, No Shoes, Some Service
Activity in the US services sector continues to rebound, the latest read on ISM’s non-manufacturing
As Trump Indulges ‘Sad’ Sunday Spectacle At Walter Reed, Sources Say First Positive Test Wasn’t Disclosed
Apparently unsatisfied with White House physician Sean Conley’s public relations efforts over the weekend, Donald
Secondary Concerns
It still feels a bit strange to speak about what could move markets in the
Unforgivable Lapse: Amy Coney Barrett Event Seen As Height Of White House Virus Negligence
On Saturday evening, amid speculation about the timeline around Donald Trump’s COVID-19 diagnosis, The White
‘Collapsing’ Fundamentals And Fingers Crossed For The Future
It probably won’t surprise you to learn that the S&P 500’s entire gain in 2020
Oxygen & Obfuscation
“72 hours into the diagnosis now”, White House physician Sean Conley said, during a Saturday
Afterthoughts
Everything became an afterthought Friday. Even if Donald Trump’s COVID diagnosis proves to be a
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