“This was a natural disaster. We gotta get them back to work”.
Category: Markets
Fed Puts A Floor Under Asset Purchases, Sees Rates At Zero Through 2022
“Tremendous human and economic hardship across the United States and around the world”.
‘Reality Repression’: Markets Witness Biggest Disconnect In Modern History
“Nothing else matters”.
Coronavirus Throws Off Another ‘First Time Ever’ Moment For Economy, As Inflation-Deflation Debate Rages
It’s all noise – until it isn’t anymore.
‘Without Precedent In Living Memory’: Here Is The OECD’s Foreboding 2020 Outlook
“Extraordinary policies will be required to walk the tightrope towards recovery.”
Meanwhile, In The World’s Second Largest Economy…
Factory gate deflation bites.
Jeff Gundlach, Who Shorted The S&P 12% Ago, Predicts Mass White-Collar Layoffs
“I think that they just stare in the mirror in the morning with just fear in their eyes”.
Paul Tudor Jones On ‘Humble Pie,’ The Twilight Zone, And What’s Wrong With America
“Whatever we thought was okay is just simply not good enough”.
The Fed? Robinhood? World Demands Answers For Increasingly Silly Stock Rally
“Our first special question showed a clear consensus for the driver behind the move”.
The Problem With Bonds, According To Morgan Stanley
It’s actually problems – plural.
‘What A 14-Sigma Momentum Crash Looks Like’ (Or, The Culmination Of A Decade-Long ‘Life Versus Death’ Battle)
If you’re wondering where that falls on the “swan” scale…
Will Trump Let Republicans Jeopardize His Reelection By Refusing More Virus Relief?
“…progress on the next fiscal package remains elusive”.
‘From Meltdown To Stock Bubble In A Matter Of Weeks’: Market Marvels At New Mania
At a basic, common sense level, it really is silly.
Scott Minerd ‘Gazes Into Crystal Ball,’ Says Fed May Buy Stocks, Hoard Gold In Severe Crisis
“…this may very well become the policy option of choice in the future”.
Stan Druckenmiller To CNBC: ‘I’ve Made All Of 3% In A 40% Rally’
“I missed a great opportunity here”.
‘Death By 1,000 Axe Wounds’: CTAs Poised To Pile On As Bond Selloff ‘Goes Live,’ Nomura’s McElligott Says
Legacy long position in US rates and duration enters “a very dangerous space”.
Chapter 11 Bankruptcy Filings Just Surged 168% In One Week. Here’s Why…
Blame it on the bakeries.
Objects In Motion
“Reality” is what you make it.
Rethinking The Narrative
Who’s buying the “V-shaped” story?
‘All Companies Are JVs’: Biden Tax Policy Replaces COVID As Top Concern For Some Goldman Clients
“In some ways, tax policy represents a larger risk to earnings” than the pandemic.
‘The Worst Is Over’: OPEC+ Deal Lines Up With Record China Oil Imports
“…today more than ever it is important to adhere to 100% compliance”.
What’s Really Behind A Steeper US Yield Curve?
And what comes next?
Regime Shift In Stocks Screams ‘V-Shaped’ Recovery
It’s a big gamble, that’s for sure. But so is life.
The Lobster King, America First And A Potentially Dangerous Chart
“It’s the same lobster”.
There Can Be No Change.
We are powerless to change the narrative.
We’re All Mad Here.
But what isn’t ludicrous these days?Â
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