It’s not contained. Or at least not yet.
Author: therealheisenberg
Two Years In, Jay Powell Still Lacks Only Skill That Matters: Ability To Bullsh*t People
At least he knows what to say when asked if the Fed is in the bubble-blowing business.
Fed Commits To Repos Through April, Keeps Main Rate On Hold, Raises IOER
Quite a bit to digest, but perhaps not much to move markets other than at the very front-end.
Just How Stretched Is This Rubber Band, Anyway?
Normally, the market would have pulled back by now.
Insouciant Stocks Back In The Gamma Pocket As Earnings Roll In, Betting Markets ‘Bern’
Define nebulous: “It’s a good time to be in the market”.
Risk Aversion Lingers As Virus Deaths Climb Ahead Of Fed
The number of confirmed cases is approaching 6,000.
Harley Bassman On QE, Demographics, MMT And Flying Pigs
“I will caveat that although I am certain of the denouement, it is possible its date is vastly longer than my career”.
Buy The Viral-Apocalypse-Dip (Bern Victims)
On the off chance the world doesn’t end this month or next…
As One Bank Takes Profits In Bond Long, Have Yields Fallen Too Far, Too Fast?
Too rich for some folks’ liking.
Nomura’s McElligott On ‘Classic Short Gamma’ And $62 Billion In Potential Vol. Target Fund De-Risking
Just another example of why it’s crucial to understand the dynamics driving the price action.
Here’s Another Reminder That MAGA Economy Suffers From Dearth Of Business Investment
Not that anyone cares amid the virus headlines, but maybe they should – care, that is.
3M Euphemistically Touts Exciting ‘Transformation Journey’ As Shares Slide On Job Cuts, Forecast Miss
“As a result of these actions, 3M initiated a restructuring that will reduce approximately 1,500 positions”.
Coronavirus Threatens To Shutter Hong Kong, May Delay Recovery In South Korea’s Export Machine
“Given the gravity of the epidemic”.
Supreme Court Sides With Trump Over Statue Of Liberty On Public Charge Rule
“I lift my lamp beside the golden door!â€
Zombieland.
“Very few people on the streets, everyone wearing face masks”.
$1 Trillion+ Surge In Negative Debt Pile Is Fillip For Yellow Paperweights, Digital Chuck E. Cheese Tokens
That “blip” is worth about $1.5 trillion – with a “t”.
Taliban Tests Trump’s Patience With Bombastic Claims About Afghanistan Plane Crash
“All onboard including high-ranking CIA officers were killed”.
‘Stability Breeds Instability’: ‘Extreme’ Positioning From CTAs, Vol.-Targeters Raises Virus Contagion Risk
While timeless, it’s become even more germane over the last decade…
Oil Plunges, Saudi Shares In Rout As Kingdom Says Don’t Panic About Deadly Mystery Virus
“Psychological factors and extremely negative expectations”.
Coronavirus Black Swan Infects China’s Yuan To Start Week
“Risk aversion is contagious”.
John Bolton Torpedoes Trump Impeachment Defense In Book Draft, NYT’s Haberman Says
“There can be no doubt now that Mr. Bolton directly contradicts the heart of the president’s defense”.
Treasury Yields Erase Entire ‘Phase One’ Trade Deal Bounce Amid Virus Scare
It was risk-off out of the gate Monday.
(Still) The Most Underappreciated Tail Risk
It seems far-fetched now, but it’s always the ones you don’t see coming that are a problem.
Pandemic Fears Meet Fed, Impeachment, Tech Earnings With Stocks In Stratosphere
A little trepidation.
‘Head On A Pike’: Let’s Drop The Charade. Trump Physically Threatens People All The Time.
“Do you take that as a threat?”
Where Were You When The World Didn’t End?
When the US House rejected the Wall Street bailout bill on September 29, 2008, I
You must be logged in to post a comment.