“With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that
Category: Markets
‘Are We In A Stock Market Bubble?’ Ray Dalio Answers
Are we in a stock market bubble? Asking for Ray Dalio. At this juncture, I’m
Trending Topics
If you ask Elon Musk, man whose company bought $1.5 billion worth of Bitcoin for
Price Pressures Abound
Although one imagines next month’s survey will be more “interesting” given that it will presumably
How Much Repricing Is Allowed?
Germany is poised to authorize billions in additional debt-funded virus relief spending, sources said Monday.
Too Much Of A Good Thing
Rising yields caused further consternation in equities to start the new week, as bonds extended
Up, Up, And Away?
All eyes will be on rates in the week ahead, as market participants fret over
Just Put It In Stocks
“Just put it in the stock market. You’ll always make something.” I heard that from
Predictions About The Future
If you’re having trouble keeping track of the myriad virus relief measures either delivered/implemented or
How Bitcoin Can Replace The Dollar
I’m hardly the first person to suggest what I’m about to suggest and I’m not
Snorting M&M’s
If you listen closely, you can hear the questions asking themselves. After a dozen years,
Character Matters
What can we say about the week that was? Well, we can say yields rose.
Larry Summers ‘Can’t Imagine’ A Bigger Waste Of Money Than Sending You Some
Larry Summers is sticking with it. By “it” I mean what’s morphed into a professional
Markets Just Witnessed An ‘Absolute Game-Changer,’ One Bank Says
What did I say on Wednesday? To tell you the truth, I don’t remember —
Now The Inflation Warnings Are Getting A Bit Worrisome
Call it yet another boost to the reflation narrative. Alternatively, you might call it a
‘Divursufricashun’ And The Great Gold-For-Bitcoin Trade
This was a week to forget for market participants. It could be seen, in hindsight,
Charlie McElligott’s ‘Toggle’ Motto: Why A Broken Vol Market Matters
Over the past week (maybe two), Nomura’s Charlie McElligott has been keen to emphasize that
Is The Flaming Marshmallow Housing Market Starting To Cool?
Last month, I called the US housing market a “giant flaming marshmallow.” Pandemic dynamics (e.g.,
Main Street Malaise Ongoing As Jobless Claims Jump
For the second consecutive week, jobless claims in the US were higher than expected. 861,000
In Texas: A Debacle
Headlines in the US were still dominated by two words Thursday: “Texas” and “freeze.” In
China Underwhelms After Holiday, While Hong Kong IPO Craze Continues
China got back to business Thursday following the Lunar New Year holiday. Mainland shares were
Introducing 0% Coupon Bitcoin Bonds, By MicroStrategy
I’ve heard some bad ideas in my time. Indeed, I’ve had some bad ideas in
A Varied Mix
“He went by ‘Roaring Kitty’ on YouTube – where cats and kittens are a favorite
Americans Are Making Stuff, Which Is Nice
Generally speaking, Wednesday was a good day for economic data in the US, which leaves
Flaming Hot Retail Sales May Rekindle Overheat Worries
Retail sales in the US were sharply higher in January, closely-watched data out Wednesday showed.
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