Bring An Umbrella: Here’s How To Hedge 3 Near-Term Risks

So there you go. Bring an umbrella.


Toxic Brew: Full Week Ahead Preview

This should be all kinds of amusing.

CPI Matches Estimates – Kanye Shrug?


Traders Are ‘Jumping At Shadows’ Ahead Of Key Data In The U.S.

Don’t worry, it should be fine.

A Lonely Landmine: Full Week Ahead Preview

Trade banter and CPI. That is all. Or at least all we know.

Goldilocks Goes To War

After all, she’s got a habit of hanging out with and implicitly taunting bears…

One Trader Revisits The Inflation Scare Of 2012

“The hawks went ape-shit. They screamed and yelled. They warned about Weimar Republic style hyper-inflation. But Bernanke hung tough.”

Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation

“Lions, tigers, and bears, oh my!”

There Is ‘Only One Scenario’ Where Equities Benefit From Here

Boy, I’ll tell you what: I would absolutely love to rent out a small auditorium, pack it full of economists and analysts, make it an open bar event (so, all you can drink for free), set the conversation topic to “impact of rising rates on stocks”, lock the all the doors and then watch what happens from the safe confines of an observation deck.

Goldman Weighs In On The Fed Minutes

Are you still trying to figure out what to make of the January Fed minutes?

Read These Instructions Before Handling Fragile Fed Minutes

Obviously, interpreting the January Fed minutes is going to be a self-referential nightmare bordering on the absurd.

‘As Far As I’m Concerned, It’s Just Speculation’: Full Week Ahead Preview

“Right away, you’re ready to sell it.”

In My Experience, Getting Drunk With Political Scientists Is Safer Than Getting Drunk With Economists

Two economists walk into a bar…

‘Bubbly Rallies’ And ‘Sharp Selloffs’: 3 Scenarios For Stocks As Inflation Pressures Build

The fun may be just getting started.

David Stockman Presents: The Folly Of 2% Inflation Targeting

“At the end of the day, the real scandal of central banking is that it takes credit for what it doesn’t cause and can’t achieve in the main street economy, while ignoring the mayhem its machinations bring to the financial system.”