It’s not surprising to see a bit of a regime flip, if only for a day.
Category: Markets
Six Months From Now, We’ll Know Who Was Disastrously Wrong
Extreme scenarios and the peril of screwing it all up.
Socialism For The Rich: The Biggest Names In Finance Are Stone, Cold Hypocrites
Where’s your damn free lunch?Â
Nomura’s McElligott On The ‘True Accelerant’ For An ‘Outright Rotation’
“Many of these previously ‘left for dead’ equities have beta/convexity to upside in economic growth or inflation”.
In 2020, ‘Winning’ Means Only Losing 2.8 Million Jobs In A Month
Another reason to believe in a “V-shaped” recovery?
Green Shoots From The Smoldering Ashes
A few visuals help explain cautious optimism.
Rally Mode.
“At the moment nothing seems to tire this equity market”.
Everything Is Wrong In The World. Except For Stocks. The Stocks Seem Fine.
74% say America is on the wrong track. But the stocks are fine. Thanks for asking.
It All Burns Down.
“A red flag to a bull, even if it is bullish for assets”.
Euphoric ‘Mothers’ And ‘Giant Painkillers’
“…symptomatic of a euphoric stock market”.
While You Weren’t Looking, China Launched A Little Soft QE
It’s “not QE” in a precise sense.
Dollars, Defiance And Democracy
“I can’t think of any market crash brought on by civil unrest”.
2018 Flashbacks And Upside Down Bond Market Dynamics
“We hold the opposite view”.
Nomura’s McElligott On ‘Big Deal’ Trend Inflections And June Sequencing
“…a broader distribution of outcomes [and] a wider range thereafter”.
Manufacturing Gauges Rendered Meaningless In COVID Crisis Suggest Economy Still Pretty Bad
“Two cautious comments for every one optimistic comment”.
‘Still Plenty Of Room For Stocks To Rise Further From Here,’ JPMorgan Says
“…collectively, investors are still underweight equities”.
China Mocks America For Violent Protests, Begins Canceling US Farm Imports
“Why does the US beautify the so-called Hong Kong independence and violent elements as heroes?”
Cultural Breaking Point Threatens To Upend Fragile US Economy At Worst Possible Time
This is a potential body blow.
It’s Not The Economy, It’s The Liquidity, Stupid.
If there’s anything we probably should have learned post-2008…
America’s Chaotic Spiral Into Domestic Unrest Opens Door To Familiar Allegations Of Hypocrisy
Protests and racial injustice may weaken the Trump administration’s hand with China at a crucial juncture.
America’s Big Bankruptcy Questions: Who, When And How Many?
We need to “have humility about how much predictive power our past experience gives us in the face of the current crisis.”
The Case For Tech’s Infinity Rally
The title is in jest – mostly.
Is This Still A Bear Market?
…this isn’t coming from someone who is by nature a bullish individual.
Goldman Sees No More Gains For S&P By Year-End, Flags Biggest Margin ‘Collapse’ In Half-Century
“…the path of the S&P 500 through year-end is not likely to be smooth”.
Trump Terminates WHO Relationship, Blasts China For Hong Kong Incursion. Market Hears ‘Blah, Blah’
“China’s coverup allowed [COVID-19] to spread all over the world”.
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