There’s plenty to be concerned about. Or excited about, depending…
Category: Markets
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
Saudis Insult Putin For Lying About Oil Price Collapse, Jeopardizing Crucial OPEC+ Meeting
So, he’s lying, but what else is new?
One Possible Consequence Of COVID Crisis: A Rethink Of How Companies Finance Themselves
“The point of equity funding over debt funding is it does not need to be repaid.”
Relatively Speaking.
“It’s hard to get a straight answer from anyone right now”.
‘Beyond Grim’: Europe’s Services Sector Disappears Into ‘Black Hole’ Leaving Economists Speechless
“It’s increasingly difficult to find the words to describe the devastation”.
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