“We are grasping at straws and if push comes to shove, anything goes”.
Category: Markets
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”…
In This Market, There’s More To Fear Than Fear Itself
Let us count the concerns, shall we?
Neel Kashkari: Unemployment Is 24% And We’re Gonna Need A Bigger Bailout
“…you’re going to have empty strip malls for a while.”
From Armageddon To FOMO In 6 Weeks: Goldman’s Clients Incredulous At ‘Unloved’ Stock Surge
“CIOs expressed varying degrees of concern.”
‘There’s No Experience On Which To Base Our Forecasts’: After The Virus, Hyperinflation Or Deflationary Spiral?
“Policymakers have never had to deal with such huge contraction in both demand and supply on this scale.”
The Great Disconnect And QQQ’s $100 Billion Pandemic Party
Absurd? Maybe. But money is money, I suppose.
Deutsche’s Kocic On Risk Premia, ‘The Missing Variable,’ And The Elusive Post-COVID Reality
For now, he says, most of this “remain[s] largely out of grasp”.
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