Better to remain silent and be thought a fool than to speak and to remove all doubt.
Author: therealheisenberg
Junk Bonds’ Guardian Angel Is Only So Benevolent
Not everyone is a winner.
Once Red-Hot Private Debt Market Sees 41% Collapse In Fundraising Amid Virus Tumult
Back in January, JPMorgan’s Nikolaos Panigirtzoglou noted that persistent underperformance from hedge funds over long
One-Third Of Global Trade May Be Lost To Coronavirus. In Services, The Damage Could Be Permanent.
“…declines in services trade during the pandemic may be lost forever.”
Trump ‘Hopes To God’ He Makes The Right Decision On Virus, Economy
“I have a big decision coming up.”
‘The Fed Will Likely Monetize The Entire Stimulus Delivered By Congress’ (And Making The Covert, Overt)
“These are administered markets.”
Albert Edwards On Bear Market Rallies, Direct Deficit Financing And Yellen’s Stock Trial Balloon
“Maybe direct Fed buying of the S&P might break the link.”
Airfares See Record Crash, Gasoline Plunges As Coronavirus Deflation Comes Knocking
As you might imagine, there are some fireworks in March’s report.
As Fed’s Balance Sheet Tops $6 Trillion, Foreign Central Banks Sell Another $22 Billion In Treasurys
You can draw your own conclusions.
Do Not Go Gentle Into That Good Friday
“The world has indeed changed”.
What A Laffer.
“To make things more fair, he said, government should impose levies on nonprofit educational, arts and other institutions.”
These Aren’t Loans. They Are Grants. Why Is America Ashamed Of The Paycheck Protection Program?
America is so averse to the idea of “handouts”, that we’re willing to plunge the country’s small business owners into a Kafkaesque nightmare.Â
Fed Takes In Fallen Angels, Will Buy Junk Bonds, High Yield ETFs
Are you concerned about “fallen angel” risk in the credit market? Put differently, are you
America’s Jobless Crisis Goes Nuclear. Fed Leaps In With $2.3 Trillion In New Lending
17 million claims in three weeks versus $2.3 trillion in Fed lending.
Back To The Glass-Half-Full Or -Empty Arguments
There’s plenty to be concerned about. Or excited about, depending…
There’s Too Much Damn Oil. And Nobody Wants It.
Some worry no cut will be sufficient to balance a market with nonexistent demand.
Ray Dalio On Why Cash Is Still ‘Trash’, Michael Burry’s Passive ‘Bubble’ Call And What’s Really Important
“I’m glad you asked so that I can clarify.”
The Tragic Irony Of Bernie Sanders
As it turns out, everyone is a “Democratic socialist” when there’s a viral plague.
There’s No Going Back To ‘Normal’
There is only the “new normal.”
A French Kiss In The Fog.
Toss out the old methods and say hello to the largest contraction since World War II.
Not Even Mass Death Can Forge A Fiscal Union In Europe
Even a pandemic can’t heal old divisions.
Howard Marks: It’s Time To Play Offense. ‘Waiting For The Bottom Is Folly.’
“…waiting for the bottom can keep investors from making good purchases.”
WHO’s There?
“They could have called it months earlier”.
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