“The world of negative prices doesn’t have a floor.”
Category: Markets
‘Lights Out’: Oil And Gas ‘Suddenly Becomes A Hobby’
We’ve entered a not-so-brave new world, that’s for sure.Â
Marko Kolanovic Says S&P Will Be Back To Record Highs By Early Next Year. Here’s Why…
“What is the right multiple given the unprecedented earnings hit, but also unprecedented monetary measures?
In Surreal Oil Market, Nomura’s McElligott Asks: ‘What Is The Utility Of The Futures Contract Itself?’
When abstraction collides with the tangible…
Oil-Crazy Retail Investors Maxed Out USO ETF In Likely Wrong-Headed Bet
“Well the first thing you know ol’ Jed’s (not) a millionaire…”
‘We’re Going To Hear About Crazy Losses’: Epic Oil Wipeout Poised To Ripple
The historic wipeout in oil rolls on – figuratively and literally.
Ailing Despots, Flailing Authoritarians And Excruciating Exports
“Newsflow has turned unsupportive”.
‘Devastating’: Oil’s Epic Wipeout Begets A Sad Fatalism
“This is a great time to buy oil”, the president added.
Shake Shack Tycoon Says You Can Have Your $10 Million Back, Since You’re Going To Whine About It
“…we’ve decided to immediately return the entire $10 million PPP loan we received.”
‘Hockey Stick’ Profit Dreams Were Shattered. Now Who Believes In ‘The Perfect V’?
The “bottom line” – figuratively and literally.
Oil Is All To Hell And ‘Negative Prices Are Possible’
“Oil price is not like an equity price”.
China Delivers Largest Cut Yet To De Facto Benchmark, But ‘More Easing Measures Are Needed’
“…clearly more easing measures are needed”.
There Will Be Scars.
But “there are believers out there.”
In Bear Market Rally, Some Say They’ve Got It All Figured Out
“Heads I win, tails you lose.”
Pork Problems And The Great COVID Deflation/Inflation Debate
“The American food supply chain had to adapt, and it remains safe, secure, and strong.”
Write-Offs.
They told us to “look through” it. And so, we did.
Investors In Risky ‘Pandemic Bonds’ Just Got Wiped Out
You knew the risks, right?
An EM Crisis Is Not ‘Coming’ – It’s Already Here, One Bank Says
“An EM crisis is not an abstract possibility – it is the current reality”.
There Is No Plan. Big-Cap Tech Is A Bubble. And Nomura’s McElligott On Black Swan ‘Size’ Factor Rout
‘Guidelines’, new bubbles, and potential regime changes out of recessions.
Silver Linings In Abundance.
“…it doesn’t pay to rail that traders are getting it wrong if you don’t like how things go.”
China Reports Unprecedented GDP Contraction. And March Activity Data Reveals A Troubling Divergence
It was the first contraction since at least 1992.
Are Emerging Markets ‘The Next Imminent Disaster’ In Pandemic? Marko Kolanovic Answers
The “next shoe to drop”? Maybe not. And here’s why.
‘Opening Up America Again’: Here Are Trump’s Multi-Phase State Guidelines For Lifting Virus Lockdown
The plan is loosely named after the president’s campaign slogan.
A Decade Of Jobs Just Vanished In America’s ‘Induced Coma’. And Steve Mnuchin Has ‘Bridge Liquidity’
“…if the amount of ‘oxygen’ is insufficient, some parts of the economy will suffer irreparable damage.”
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