“Remember my generic thinking on these strategies: ‘Volatility is the exposure toggle.'”
Author: therealheisenberg
Now For The Bad News From The June Jobs Report…
For many, “temporary” precarity has become permanent.
Blockbuster: US Economy Adds 4.8 Million Jobs In Eye-Popping June Payrolls Report
Now questions will turn to the necessity (or not) of another stimulus package.
The Tension Is Thick. But Not As Thick As The Summer Air
…a perfect super spreader event, I might add.
Bad News Everywhere, But Not A Care In The World.
“I think that at some point that’s going to sort of just disappear, I hope”.
Prayers And Fundamentals.
Joie de vivre.
Fed Not Ready To Roll On Yield-Curve Control
September implementation may be a stretch.
Americans Broke All-Time Record For Gun Background Checks In June
I suppose the question now is whether this trend will continue unabated.
Optimists Get More Ammo As ISM Climbs Higher
Still, it’s a long climb out of this dark basement.
Is The US Labor Market Back? Wild Revisions And Rampant Ambiguity
Getting a “clean” read on things is well-nigh impossible.
You’re Under Arrest. (Welcome To The Third Quarter)
On that happy note, the third quarter (and second half) of 2020 is underway.Â
Harley Bassman: This Combo Will End In Tears, But Success Is Likely In The Medium-Term
“I must confess the notion of buying the SPX near 3000 sounds silly”.
A Cliche, I Know.
Let’s not get ahead of ourselves.
Facing Bankruptcy During The Best Quarter For Stocks Since 1998
What a juxtaposition.
Speculative Mania Or ‘Unprecedented Bearishness’? The Strange Case Of The US Retail Investor
It’s a generational thing.Â
Fiscal Cliffs And New Lockdowns Undercut Signal From June Data
In the simplest possible terms…
With 2020 Halfway Over, ‘Markets Are Relying On Their Own Unique Take’
Halfway through — glass half empty or half full?
‘You Are Here’: Morgan Stanley’s Mike Wilson Is Still Bullish
“…while some might contend earnings forecasts remain too high, we would argue otherwise”.
You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited
… figuratively or literally.
US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law
“Risks the US refuses to accept”…
Buy America! Fed Launches Primary Corporate Credit Facility
If you were already offended by the Fed’s purported “transgressions”, you can pretend to be even angrier now.
The Data Is Playing Along
And yet, it all hinges on the jobs report.
Hopefully, So Far, For Now
Investors face an uncertain future after historic rally.
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