Call it a requiem. Or a pseudo-lament. Or maybe just an obituary dressed up as
Author: therealheisenberg
Against The Gods: ‘Historically A Losing Proposition’
“Unhindered by moral hazard”…
Just How Bad Is It Out There For America’s Small Businesses? This Bad…
“Hourly workers have seen hours, shifts, and operations come to a full stop.”
Marko Kolanovic Addresses ‘Critical’ COVID-19 Questions On Herd Immunity, True Mortality Rate
“The analogy is with an iceberg.”
Morgan Stanley’s Sobering COVID-19 Call: ‘This Is Far From Over’
“…recovering from this acute period in the outbreak is just the beginning, not the end”.
Oprah Versus COVID.
“Everybody gets a car”.
Dangerous Territory.
“…as investors’ focus turns to the real economy a reality check or two remains in the cards.”
Saudis Declare OPEC+ ‘Up And Alive’ After Mexican Standoff, But Demand Still ‘Down And Dead’
“We’re more than happy with the deal.”
‘We Either Produce Food Or Not’, Smithfield CEO Warns, As Virus Closes Sioux Falls Plant
“An alarming statistic.”
Neel Kashkari: Barring ‘Miracle’, America Should Expect 18 Months Of Rolling Shutdowns
“This could be a long, hard road we have ahead of us.”
Lindsey Graham: America Should Intentionally Default On Trillions In Debt To Punish China For Pandemic
Better to remain silent and be thought a fool than to speak and to remove all doubt.
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
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