You can draw your own conclusions.
Category: Markets
What A Laffer.
“To make things more fair, he said, government should impose levies on nonprofit educational, arts and other institutions.”
These Aren’t Loans. They Are Grants. Why Is America Ashamed Of The Paycheck Protection Program?
America is so averse to the idea of “handouts”, that we’re willing to plunge the country’s small business owners into a Kafkaesque nightmare.Â
Fed Takes In Fallen Angels, Will Buy Junk Bonds, High Yield ETFs
Are you concerned about “fallen angel” risk in the credit market? Put differently, are you
America’s Jobless Crisis Goes Nuclear. Fed Leaps In With $2.3 Trillion In New Lending
17 million claims in three weeks versus $2.3 trillion in Fed lending.
Back To The Glass-Half-Full Or -Empty Arguments
There’s plenty to be concerned about. Or excited about, depending…
There’s Too Much Damn Oil. And Nobody Wants It.
Some worry no cut will be sufficient to balance a market with nonexistent demand.
Ray Dalio On Why Cash Is Still ‘Trash’, Michael Burry’s Passive ‘Bubble’ Call And What’s Really Important
“I’m glad you asked so that I can clarify.”
There’s No Going Back To ‘Normal’
There is only the “new normal.”
A French Kiss In The Fog.
Toss out the old methods and say hello to the largest contraction since World War II.
Not Even Mass Death Can Forge A Fiscal Union In Europe
Even a pandemic can’t heal old divisions.
Howard Marks: It’s Time To Play Offense. ‘Waiting For The Bottom Is Folly.’
“…waiting for the bottom can keep investors from making good purchases.”
The World Desperately Needs More Dollars. And The IMF Knows It.
The swap lines aren’t enough. And neither is the foreign repo facility.
So You Wanna Be A Grizzly Man?
It’s perilous.
Michael Burry Has Some (Strong) Opinions On Coronavirus Lockdowns
“…blockhead policies lacking all nuance and understanding.”
Small Business Optimism Suffers Record Tumble. Half Of Main Street May Be Out Of Business By June
“…we’re probably going to have to add more money to this.”
Don’t Be A Hero.
“Pretty much everywhere you look, there is newfound optimism.”
Somehow, Things Turned Out Worse Than Scott Minerd Anticipated…
“Is this turning out as badly as you thought it would?”
Marko Kolanovic Forecasts Dates For Coronavirus Peak, End Of Crisis
Remember: The stimulus isn’t going away even if the virus does.
Bear In A Bull Suit.
I just don’t know anymore.
The Future Is Now: How The Coronavirus Forced Economic Policy To Evolve
Welcome to the future. How do you feel?
Janet Yellen (With Popped Collar): ‘This Is A Huge, Unprecedented, Devastating Hit’
And, yes, her collar was popped.
Jamie Dimon Says This Crisis ‘Dramatically Different’. In ‘Adverse Scenario’, JPMorgan May Suspend Dividend
“Additionally, we have run an extremely adverse scenario that assumes an even deeper contraction”…
Lights And Long Tunnels.
“There is light at the end of the tunnel but it’s still a long tunnel”.
Eye Of The Tiger.
“One day at a time” is the mantra for now.
March Madness: How The Treasury Market Blew Up
Over the past several weeks, central banks globally have been keen to emphasize the extent
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