Buybacks: Say what you will, but don’t look a gift horse in the mouth. Although
Author: therealheisenberg
‘Vastly Disappointing’ Retail Sales Underline China Deflation Threat
The Chinese consumption impulse registered an apathetic 3% for last month in key data out
Club Capital
Let’s say you’re an average American. A “normal economic person,” as Jerome Powell once put it.
And Now, The Fed
The Fed will almost surely cut rates at the final FOMC meeting of 2024. In
Animal Spirits Activated
The animal spirits are stirring. Maybe you noticed. If not, have a look at inflows
That’ll Be Enough, Mr. Yoon
South Korea’s Yoon Suk Yeol imagined he might be presiding over a two-week-old military junta
Investors Ride The Wave As US Stock Inflows Near Half-Trillion
US stocks: Folks are still buying them. ETFs and mutual funds dedicated to US equities
Another Narrow Market Lament
How many pseudo-laments for a narrow stock rally can you stand? A lot, I hope,
Hell Freezes Over
It was predictable: The “stimmy” rally in Chinese equities would be seen, in hindsight, as
The Consultant
Deep Eddy I opened the tear-away seal on the oversized FedEx mailer and shook
We Have Found A Bear
Stifel’s Barry Bannister has a heretical notion: US equities might fall in 2025. (“We have
Chicken-Egg Problem
Producer price growth in the US came in warm for November, data released Thursday showed.
Make Jobless Claims Relevant Again?Â
For most of the current cycle in the US, jobless claims were largely inert such
They’re Cuttin’ Rates!
They’re cutting rates. Everybody’s cutting rates. On Thursday, at its final policy meeting of 2024,
Systematic Stock-Buying Maxed, VIX Squeeze Potential Builds
You’ve all heard me carry on recently about the potential for more re-leveraging from systematic
Anticipatory Obsequence
I hate to say I told you so, but… well, I told you so. “Way”
China Has An Idea
China has an idea. Staring down an intractable economic quagmire and facing the rather daunting
Mortgage Rates Slip Again In Still-Tense US Housing Market
If you’re keeping track at home (or at “home,” with scare quotes, if you’re a
Wanted: Coherent Inflation Analysis
Mercifully for a Fed seen by some as willfully blind to a nascent, if not
Hook, Line And Sinker
Everyone knows, after all these years, how I feel about the average person, or I
Risk? What Risk?
On several occasions post-pandemic, I suggested we’re in the habit of mischaracterizing the nature of
Making The Dollar Bear Case
It’s not hard to make the bull case for the dollar. We’re currently witnessing one
Xi Jinping Needs To Refocus
Chinese export growth slowed from a 19-month high in November, missing estimates in the process
No One Dare Question The Stock Party
You’d be hard pressed right now to find a strategist willing to swim against the
What Of The Axis Now?
The world’s burning. Figuratively. Literally. Both. It looks as though history will remember Israel’s decision
US Households See Brighter Financial Future Post-Election
Good news! Americans are feeling great all of a sudden about their personal finances. Ok,
‘The Only Reason To Be Bearish’
Stocks: You gotta have ’em. Ask John Stoltzfus, he’ll tell you. And if you’re gonna
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