Nomura’s McElligott: The Machines Are Getting Long And Covering Shorts In Real-Time
“Remember my generic thinking on these strategies: ‘Volatility is the exposure toggle.'”
Category: Markets
Now For The Bad News From The June Jobs Report…
For many, “temporary” precarity has become permanent.
The Tension Is Thick. But Not As Thick As The Summer Air
…a perfect super spreader event, I might add.
Prayers And Fundamentals.
Joie de vivre.
Fed Not Ready To Roll On Yield-Curve Control
September implementation may be a stretch.
Optimists Get More Ammo As ISM Climbs Higher
Still, it’s a long climb out of this dark basement.
Is The US Labor Market Back? Wild Revisions And Rampant Ambiguity
Getting a “clean” read on things is well-nigh impossible.
Harley Bassman: This Combo Will End In Tears, But Success Is Likely In The Medium-Term
“I must confess the notion of buying the SPX near 3000 sounds silly”.
Facing Bankruptcy During The Best Quarter For Stocks Since 1998
What a juxtaposition.
Fiscal Cliffs And New Lockdowns Undercut Signal From June Data
In the simplest possible terms…
With 2020 Halfway Over, ‘Markets Are Relying On Their Own Unique Take’
Halfway through — glass half empty or half full?
‘You Are Here’: Morgan Stanley’s Mike Wilson Is Still Bullish
“…while some might contend earnings forecasts remain too high, we would argue otherwise”.