Not all of them are necessarily intuitive.
Category: Markets
The Great Coronavirus Recession Has Begun
Mother Nature had other plans.
Stocks Are Too Rich For Rich People, Europeans Are Terrified, And A ‘Remarkable Liquidity Opportunity’
“The same can be said for investors who were concerned as the equity market approached the lows.”
How Many Trillions Equals Negative 1? (And 100-Year Floods That Happen All The Time)
Don’t forget the lessons from March.
Give Me Bacon Or Give Me Death: Trump Orders Meat Plants Open As Shortages Loom
No more “road blocks”.
As Consumer Confidence Falls Most In 47 Years, Kevin Hassett Appeals To ‘God’ For Recovery
In case you were curious, Hassett sees the jobless rate rising as high as 20% by June.
How Great Would It Be If Jeff Gundlach Shorted Stocks Just Before The Fed Starts Buying Them?
Mnuchin told Sorkin only that Fed buying is “highly unlikely”.
‘Better Odds At The Neighborhood Craps Game’
I suppose that’s just as good a summary as any.
Trump: ‘Smart People’ Are Buying Stocks Right Now
“It’s not going to be that long†of a process.
The ‘Long-Term Stock Market Bear Argument,’ As Told By A Pro
“I have spent my entire career immersed in a giant bull market. I know nothing different.”
‘This Crisis Will Impair Living Standards For Most Of The Decade’: Scott Minerd Delivers Another Dire Warning
“…the United States will never be able to return to free market capitalism.”
It’s Time To Sink The US Oil Fund In The Harbor.
Let’s face it..
Tyson Delivers Shrill Warning. Says Food Supply Chain ‘Breaking.’ Shortages, Mass ‘Depopulation’ Imminent.
“Millions of animals – chickens, pigs and cattle – will be depopulated.”
Good Vibes, Bad Oil And Chinese Non-Profits
It wasn’t all good news, though.
Bank Of Japan Takes Gloves Off. Says ‘No Limit’ On Bond Buying
“Necessary amounts.”
Bazooka Show.
If you’re in the camp that is genuinely offended by monetary largesse, this is going to a rough six months for your sanity.
Less Demand, More Supply. Some Fear Wave Of Equity Sales As Buybacks Collapse
And we don’t need any more headwinds, that’s for sure.
Steve Mnuchin On Deficit, National Debt: ‘We’re At War, Chris’
“And we’re gonna do whatever we need to do”.
Goldman’s Warning: Market Concentration Now Exceeds Tech Bubble Peak
“Eventually, though, narrow market breadth is always resolved the same way.”
Blown-Up Risk Models And Decimated US Drilling: Insane Week In Oil Leaves Trail Of Destruction
Historical precedent is no longer useful.
Bad Setup: Just Before Pandemic, World Trade Did Something It Hasn’t Done Since The GFC
One more time: There is never a “good†time for a pandemic, but…
As Fed Cuts Bond Buying With Balance Sheet Near $7 Trillion, Some See ‘Unqualified Good News’
Signs of stress are abating. For now, anyway.
As Much As 25% Of America’s Meat Production Is Offline. Looming Shortages Show COVID’s Inflationary Side.
“…more lives will be lost, more workers will be exposed, and our food supply will face jeopardy.”
Americans Think COVID-19 Is ‘Cyclical’, Not Systemic. Safe Assumption, Or Not So Much?
“…it could be a false dawn and a bad omen all rolled up into one”.
Meanwhile, In Zurich: SNB Reminds You Massive Stock Holdings Sometimes Suffer Huge Losses
“Strong fluctuations are therefore to be expected.”
Well, Is There A Future Or Isn’t There?
“Yeah, sport, I know there’s a blizzard.”
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