Prepare for a possible ‘unclenching’.
Category: Markets
Jonathan Ferro Has A Message For Washington: ‘You’re Doing It Quite Wrong’
“If you’re looking for five tech stocks to break down before you do more in Washington…”
We’ve Reached The ‘P/E Ratios Are Irrelevant’ Stage
“…three-quarters of the way to the Tech Bubble high.”
36.5 Million And Counting
Fingers crossed that those describing their predicament as “temporary” are correct.Â
Trump Ramps Up China Threats. Says US ‘Looking Strongly’ At Chinese Stocks Listed On NYSE, Nasdaq
The US president also claimed he “has a lot of information” on China and the origins of COVID-19.
‘Barely Legal’
Dollars, dictators, Debbie downers and determined Democrats.
‘No Means No’: Critics Plead With Fed To Avoid Negative Rates Amid Pressure From Trump, Markets
“We are grasping at straws and if push comes to shove, anything goes”.
David Tepper: This Is The Second-Most Overvalued Market In History
“Do you feel the same way that Stanley does?”
Jerome Powell: The US Economy Is Drowning. Congress Needs To Spend More Or Risk Permanent Damage
“This reversal of economic fortune has caused a level of pain that is hard to capture in words.”
Of Doves And Depressions
“Whatever it takes.”
Stan Druckenmiller: ‘This Is The Most Bizarre Process I Have Ever Seen’
“The risk-reward for equity is maybe as bad as I’ve seen it in my career.”
Apple’s Many Eyes, ‘Dire Scenarios’ And A Glimpse At The New, Post-COVID ‘Normal’
“”If hot spots keep popping up it will be an ongoing reminder.”
The Stars May Have Just Aligned For Another Risk-Off Episode
… a reminder that despite the surprising durability of the bounce, downside catalysts are myriad.Â
Lindsey Graham Presses China Sanctions. Demands Beijing ‘Provide Full Accounting’ Of Coronavirus Outbreak
This sets the stage for spiraling tensions at a delicate juncture.
In FOMO Versus FOVA World, Nomura’s McElligott Says It’s ‘Long The Stuff That Can Grow’
We’ve been here before.
Core Prices Fall Most In History While Cost Of Groceries Jumps Most In 46 Years
Is coronavirus a deflationary supernova or just a recipe for the return of inflation?
Trump Bans Fund From Buying Chinese Stocks In First Step Towards Capital Restrictions
“These events dramatically increase the risk that Chinese companies could be subject to sanctions or boycotts.”
Howard Marks’s Latest Memo Is His Worst Ever. And It Saddens Me Greatly To Say That
About that much, I am certain.
Will The Fed Buy Stocks? It’s Not Their ‘First Impulse,’ But You Never Know!
“My first impulse is that is not something we would entertain”.
As Fed Wades Into Credit, One Bank’s Clients Are ‘The Most Bearish On Fundamentals We Have Ever Seen’
“So it would be helpful if you soon began buying in size”.
If Trump And Meat Executives Are So Worried About Shortages, Why Are They Shipping America’s Pork To China?
This raises uncomfortable questions going forward.
Coronavirus Clubgoers, China Gets Some Credit And Risk Bears Sent Into Hibernation
Wary, weary or just ambivalent…
New Week Dawns With West Wing Worries, Fed-Driven Markets And Depression Dynamics
“A great and powerful plague” versus “the Fed driven liquidity environment”…
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