What Could Go Wrong? Full Week Ahead Preview

Buckle up, this could be a bumpy ride.

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Epsilon Theory’s Latest: ‘The Pecking Order’

“It’s the way their brains are hard-wired, and it works for them, as a species. So I pretend that chickens aren’t evil and I’m not complicit. Because I really like the eggs.”

The Last Time This Happened, The World Ended…

“What do you mean, ‘we,’ Kemo Sabe?”

Why This Wind Down Is Different.

Follow the red line…

Leftovers: Full Week Ahead Preview

Ok, look: if you’re still hungover from a combination of turkey, greasy mashed potatoes, and copious amounts of not-quite-top-shelf red wine, it’s time to snap out of it because last week is melting into this week as tends to happen historically on Sundays.

What Can Stop This Party?

Obviously, nothing could go wrong here.

‘Run Screaming For The Hills’: Presenting The Fallacy Of Disaggregation

“Yet, we would argue that the mere fact that investors fail to spot trouble in a single sector should not be grounds for comfort: the reason why no single sector stands out may be that all the sectors are mispriced.”

Grandma Is In Trouble.

“Today’s post is an important one. I might have put Grandma in the trunk, but the coming struggle between generations is no laughing matter. It very well might end up being the defining theme for financial markets in coming decades.”

Lost: $25 Trillion Worth Of Yield

Please return to market if found.

The Big Top, The Big Long, The Big Short, & The Big Risk (‘Big League’)

The air up here is thin.

‘Anything Without A Cusip’

Does that ring a bell? It should.

‘Rational Exuberance’ – Which Is An Oxymoron

“It has become progressively difficult to say something new.”

You Are A Silly Bunch With Your Fingers On $610 Billion

You people are an irrational bunch and you always have been.

Clean Up Your Damn Junk: Full Week Ahead Preview

“This is the big one, Elizabeth!”

‘Spaced Out’: Don’t Bring A Knife To A Gunfight.

So what do you do? There are no “good” answers.