“…potential negative surprises.”
Category: Markets
Sell In May? Morgan’s Mike Wilson Says ‘No.’ Here’s Why…
“In an era of sound bites and headlines, it’s easy to forget why one really owns stocks…”
As Europe Wakes From Nightmare, Recovery To Be ‘Frustratingly Slow’
“… businesses that are able to restart will be running at low capacity, and will be operating in an environment of greatly reduced demand.”
Hong Kong Logs Deepest Economic Slump In History. Shares Have Worst First Day Of Month In 9 Years
“We are deep into recession.”
Bad Moon Rising?
Don’t go ’round tonight…
Goldman: FAAMG Upside Now ‘Just 3%.’ Rest Of Market Has To Step Up
“I’ll have the S&P 500. And waiter, ask the kitchen to hold the oligopoly.”
The Fed May Have Already Saved Taxpayers $60 Billion In Averted Boeing Bailout
Critics will be critics, though.
Saudi Stocks Plunge Third Most In 11 Years After Finance Minister Warns Of ‘Painful’ Adjustments
“The kingdom hasn’t witnessed a crisis of this severity over the past decades.”
‘What Am I, Some Kind Of Oracle?’: Local Hedge Fund Manager Loses $50 Billion In Three Months
“Reply hazy, try again later”.
Royal Reckoning: Saudi Arabia Faces Daunting Reality After Crude Crash
Nothing says this has to dead end in some kind of dramatic fiscal fiasco, but…
America’s Meat Crisis Isn’t ‘Solved.’ It’s Just Getting Started.
“… we feel good about our ability to maintain a broad assortment of meat.”
Did The Bell Just Ring On The Bear Market Rally?
“…the hows and whys and ifs of what was once a crackpot leftfield are now out there actually being discussed.”
China Will Pay For Virus, Kudlow Warns. Swears America Won’t Intentionally Default On ‘Sacrosanct’ Debt
“Full faith and credit of the United States’ debt obligation is sacrosanct”.
Outright ISM Collapse Masked By Deliveries Anomaly For Second Month
Despite the headline “beat”, it’s awful.
Nomura’s McElligott: New US-China Fight Could Be ‘Dreaded Macro Shock-Down Catalyst’
Just when you thought it was safe…
Sell In May? Market Worries Trump On Crash Course For New War With China
“I’m not allowed to tell you that”.
In ‘Simulated’ Economy, 3/4 Of Laid-Off Workers Get Benefits Exceeding Their Former Wage
Who needs the real thing, anyway?
Forget Stocks, IG Credit’s Half-Trillion, Back-To-Back Bonanza Is The Real Story
Go ahead, everybody – indulge yourself in Fed jokes.
What 150 Years Of History Tells Us About Rallies And Bear Markets
Are stocks ahead of themselves? Here’s what history suggests.
Main Street, Wall Street, Depression Carte Blanche And The Coming Witch Hunts
“We found a witch, may we burn her?”
Nomura’s Charlie McElligott Explains Why Stocks Rallied In Face Of Depression
These are modern markets. You must learn to speak the language.
Coronavirus Claims 30 Million US Jobs In Six Weeks
…the nature of this crisis likely means consumption habits have been forever altered.
‘Historic’: Markets Marvel At Scope Of Europe’s Record Collapse On GDP Day
“…a recession like the one we’re currently in is unprecedented.”
China Puts Up Decent PMIs, But Doubts Persist. Trump Says Beijing Plotting Against Him.
“China will do anything they can to have me lose this race.”
Fed Critics Show No Class In Crisis
“It is heartbreaking to see all that threatened right now.”
Fed Says Virus Causing ‘Tremendous’ Human, Economic Suffering. Punts On IOER
“…sharp declines in economic activity and a surge in job losses.”
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