And while I am being honest, let me further reveal that my membership in the
Category: Markets
Spooked Market Turns To ‘Bogus’ Convexity Narrative Amid Bond Rout
The red-hot US housing market (the “giant flaming marshmallow,” as I’ve called it), may be
Coinbase To Go Public With $100 Billion Valuation, No Address
Coinbase is going public in a direct listing. And why wouldn’t it? I’m a simple
Albert Edwards Says MMT ‘Captured’ Biden, Warns Of Stock ‘Riot’
A few weeks ago, while describing a meeting at the White House between Joe Biden,
Jobless Claims Fall, But Remain Embarrassingly High
In a welcome reprieve, US jobless claims fell sharply last week. 730,000 Americans filed for
Playing The Real Game
The “memes” are back. GameStop and other manifestations of last month’s Reddit mania started grabbing
Marko Kolanovic Finds A Bubble – In The VIX
Marko Kolanovic says the VIX is “bound to decline.” In a Wednesday note, Kolanovic blamed
Bank On It
It’s good to be the bank. You know, just in a kind of general sense.
Critical Systems
Some of the Fed’s critical systems went down on Wednesday. But not the ones that
A Half-Million Dollar Home Is Where The Heart Is
Don’t count the “bubble” burst just yet. While some recent evidence (both anecdotal and otherwise)
Raiders Of The Lost ARK
They’ll turn on you fast. Anyone who’s ever enjoyed even a modicum of success involving
Exchange Rate
European and US equities appeared largely inattentive to a selloff in Asia Wednesday. In Hong
Ho-Hum. Buy The Dip
I’ve said it before and I’ll say it again: Jerome Powell isn’t the best communicator.
‘Tesla Risk’
I hesitate to weigh in on this, partly because the situation can turn around so
Nomura’s McElligott On A ‘Messy’ Nasdaq Amid Duration Drama
“This further acceleration in the rates selloff is re-triggering the same point I’ve made in
Another Bank Raises S&P Forecasts On ‘Strongest GDP In 35 Years’
“With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that
‘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
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