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Category: Election Day

‘Very Messy’: Analysts Weigh In On Fraught US Election

November 4, 2020November 4, 2020

Markets could have done without Donald Trump falsely declaring victory while simultaneously deriding the US

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Trump Calls Election ‘Major Fraud,’ Declares Victory, Invokes Supreme Court

November 4, 2020November 4, 2020

At 2:30 AM, Donald Trump convened a victory speech dressed up as a press conference

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12 Comments on Trump Calls Election ‘Major Fraud,’ Declares Victory, Invokes Supreme Court

Trump Claims Election Theft, Democrats Likely Won’t Flip Senate

November 4, 2020November 4, 2020

By half-past midnight on the east coast, the results of the most consequential election in

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Macro Tourist: The US Election ‘Won’t Be The Start Of The Next Financial Crisis’

November 3, 2020November 3, 2020

“I have never seen a financial crisis occur when the vast majority of investors were worried about it.”

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4 Comments on Macro Tourist: The US Election ‘Won’t Be The Start Of The Next Financial Crisis’

Markets Showed Blue Sweep Bias Into Vote Count As Trump Predicted ‘Victory’

November 3, 2020November 3, 2020

Markets generally retained what felt like a “blue sweep” bias across the Election Day cash

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1 Comment on Markets Showed Blue Sweep Bias Into Vote Count As Trump Predicted ‘Victory’

Here Is Your ‘Last Chance’ Tactical Election Rundown

November 3, 2020November 3, 2020

Having delivered on what I felt was an editorial obligation to mark the US election

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(Dangerously) Aloof

November 3, 2020November 4, 2020

“Did you send me a check?” It was the accountant. He never says “Hi” or

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9 Comments on (Dangerously) Aloof

‘Never, Ever, Ever’

November 3, 2020November 3, 2020

Global equities were again buoyant as election day dawned in the US, where nearly 98

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1 Comment on ‘Never, Ever, Ever’

Jefferies’ Zervos: US Election May Be ‘Market Non-Event Of The Century’

November 2, 2020November 3, 2020

In a note out late last week, JPMorgan’s Nikolaos Panigirtzoglou suggested that the market’s obsession

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10 Comments on Jefferies’ Zervos: US Election May Be ‘Market Non-Event Of The Century’

An Eleventh Hour Election Warning For Traders And Investors

November 1, 2020November 3, 2020

Editor’s note: The following piece first ran here on Sunday. We’re keeping it featured prominently

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20 Comments on An Eleventh Hour Election Warning For Traders And Investors

From The Archive, On Election Day: ‘If Trump Were A Market Maker, He Wouldn’t Last A Week’

May 31, 2020November 3, 2020

Editor’s note: I thought long and hard about what to feature prominently on Election Day

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19 Comments on From The Archive, On Election Day: ‘If Trump Were A Market Maker, He Wouldn’t Last A Week’

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

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