You might be inclined to think that COVID-19 naturally lands at the top of every
Category: Markets
Bubble, Bubble, Froth & Frenzy
“To wake [up] and see Bitcoin down 15% at one point overnight was certainly reflective
NYSE Backtracks On Chinese Telco Delistings As Market Eyes Oil Majors
Late last week, the NYSE said it would delist China Mobile, China Unicom, and China
Markets Pleased With Prospect Of More Dollar Weakness To Start 2021
Propelled by a weaker dollar, risk assets looked to kick off the new year on
Manufacturers Are Manufacturing. Which Is Good
Factory check! Because nothing’s more exciting on the first day of trading in a brand
What To Expect From The First Week Of The Rest Of Our Lives
The first week of the new year promises no shortage of melodrama in the US,
Unintended Consequences: US Housing Bubble Edition
Ostensibly, record-low mortgage rates help make homes more affordable, but surging prices have put homeownership
2020 Was An Especially Good Year To Be Rich
2020 was a good year to be rich. I mean, every year is a good
Many Marvels: The Year In Corporate Credit
One the many marvels of 2020 was the US corporate bond market, where borrowers were
‘Celebrating’ A Banner Year For Gold, Bitcoin
2020 was a triumphant year for gold bulls, both of the traditional and digital variety.
And So Ends The Worst Year In Modern History
With many markets shut for New Year’s Eve, the world closed the book Thursday on
For Jack Ma, The Cost Of Insubordination Is $11 Billion (And Counting)
Poor Jack Ma. I mean, not really. Things can’t be all that bad if you’re
Approvals, Surges, And Variants
More incremental vaccine news greeted markets Wednesday as AstraZeneca and the University of Oxford’s COVID-19
Threats In Limbo
Another day in post-Christmas, pre-New Year limbo produced little in the way of excitement, although
No Way Out: Breaking The Cycle Of Asset Price Inflation May Be Impossible
I don’t claim to know much with absolute certainty, but one thing I’m almost sure
Everybody’s A Dollar Bear For 2021
The dollar looked poised to close out the year with a second consecutive monthly decline,
Onward And Upward?
Global equities hit new highs Tuesday as markets saw no reason to fade the steady
Bitcoin, The $28,000 Derivative Of Netizens’ Collective Imagination
I suppose I’d be remiss not to mention Bitcoin coming off a Christmas rally that
China’s Tech Titans Crumble At Xi’s Feet
Since peaking in October, Alibaba has now shed more than a quarter trillion in market
Let Reason And Science Guide Us. And Stimulus. Lots Of Stimulus.
Equities looked to rise coming off the Christmas break, buoyed by Donald Trump’s decision to
Ant, Meet Sledgehammer
Jack Ma should have kept his mouth shut. The often flamboyant billionaire was reportedly warned
Georgia (Still) On My Mind
In the immediate aftermath of the US election, markets cheered what was variously billed as
‘Return-Free Risk’
In a world where some $18 trillion in debt “boasts” a negative yield, bonds no
How The Fed Changed And Why One Pro Will Buy The Next Correction
Yet, when I look at the traditional executioner of bull markets (the Fed), I see
Icarus And His Ant
Shares of Alibaba dove in Hong Kong Thursday, extending a slide that now sums to
Once Burned, Twice Steep
One almost hesitates when it comes to dedicating space to incremental Brexit news. And certainly
Screeching Tea Kettle Downgraded To Rolling Boil As New Home Sales Miss Badly
A day after the latest read on existing-home sales suggested record-high prices may constrain (or
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