At least America has something going for it.
Author: therealheisenberg
Just Send The Checks.
“You know what they say”…
US Economy ‘Deeply Scarred,’ As PMIs Show Tepid, Albeit Readily Perceptible, Recovery
“Continual vigilance by the Fed… will therefore be required”.
Nomura’s McElligott: ‘One Very Significant Source’ Of US Equities Buying Started A Daisy Chain
“…we might have triggered a ‘buyers are higher’ dynamic”.
Close Encounters.
“A taste of things to come”.
Europe ‘No Longer Collapsing,’ Useless Data Shows
“…a sense of relief that a sharp rebound is possible but at the same time caution against too much optimism”.
‘It’s Over’: Peter Navarro Declares China Trade Deal Dead, Immediately Backtracks
“They sent hundreds of thousands of people to this country to spread that virus”.
Unacceptable.
“…largely out of grasp”.
‘The Most Fundamental Problem’ For Jerome Powell: Your Savings Account
I know a way out of this nightmare.
Equity Supply/Demand Picture In 2020 More ‘Benign’ Than Feared, One Bank Says
“…significantly higher from last year but not massively so”.
The Gorilla In The Room.
The TGA question, dollar liquidity and a Machiavellian “conspiracy theory”.
Market (Quietly) Pivots Back To Lockdown Trades, As Kudlow Says ‘No Second Wave Coming’
“I really think it’s a pretty good situation”.
Participation Is ‘Voluntary’
“…the markets are in the mood to try to be happy”.
Trump To Axios: I Haven’t Sanctioned China For Human Rights Abuses Because Of The Trade Deal
“But I don’t go around saying, ‘Oh, help me with my election”.
‘Kung Flu’: Trump Reverts To Reckless Abandon In Virus Fight
“A tongue in cheek thing”.Â
‘Surprise!’ Another 20/20 Moment
Hindsight.
Goldman: Corporate Demand For US Stocks ‘Will Plummet 80%’ This Year. S&P Ain’t Going Anywhere
“Equity issuance has skyrocketed to $170 billion this year”…
No, Positioning In Equities Is Still Not Stretched. ‘Mania’ Talk Notwithstanding
Of course, the list of things that could go wrong is obviously quite long. But you already know that.
‘Creeping Into The Unconventional’ And Why Everything You Thought You Knew Is Wrong
“There is only one way to pay.”
End Game Nears In Hong Kong, As China Releases Details Of National Security Plan
“This new law can simply mean anything Beijing wants it to mean”.
Trump, Bill Barr Make Most Brazen Move Yet With Late-Night Sacking Of Geoffrey Berman
“Why does a president get rid of his own hand-picked US Attorney less than five months before the election?”
Apple Of My Eye (See You In Tulsa)
“Everyone’s really, really excited”.
‘You Can’t Get Fooled Again’: Is America Ready For Real Economic Solutions Or Not?
“…fool me once, shame on — shame on you”.
The US Corporate Bond Market Just Keeps Smashing Records
Is $2 trillion on the horizon for investment grade supply?
Why Some Stock Bulls Are Excited About Yield-Curve Control
“While it’s impossible to isolate the impact, bulls note…”
‘Long Way To Go, Short Time To Get There’: China Will Attempt The Impossible With Farm Purchases
“We’ve got a long way to go and a short time to get there…”
Howard Marks Is Humbled By Rally. Sort Of. But Not Really.
“…the odds aren’t in investors’ favor”.
You must be logged in to post a comment.