Occam’s razor – again.
Category: Markets
You Know What They Say: ‘When It Rains Apple Guidance Cuts, It Pours Egregious ISM Prints’
“Juuust a bit outside.”
This Flash Crash Matters – Here’s Why
An indelible mark.
Another ‘OMG’ Moment: Yen Surges In Incredible Bout Of FX Madness
Add this to your list of dramatic “fragility” events, folks.
Bad Apple.
Uh oh.
Earthquake Insurance And The New Era Of Maturity And Liquidity Transformation
Old habits die hard.
Ongoing Yen Surge Bodes Ill For Risk Sentiment In New Year
Not to spread fear or anything, but…
Hong Kong Shares In Wednesday Bloodbath Marks Stark Contrast To Euphoric 2018 Start
I’m old enough to remember January 2018, when…
‘Planet Earth To Policymakers’: One Bank Sends An Urgent Message
“We don’t think policymakers are in tune with these potential declines.”
Requiem For 2018: A Visual Retrospective
At least we know what 2019’s consensus longs are.
Deflationary Bust?
Insult is added to injury…
Fear And The Market’s Perverse Fascination With Calamity
Fear is self-reinforcing.
Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call
Something’s got to give in 2019.
God Bless The Golfers And Bowlers.
Liquidity, volatility and exercises in abject futility.
How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits
I told you today would be a “random musings” day…
Donald Trump, ‘Legendary’ Businessman, Made Christmas Eve Panic Call To Mystery Investor As Stocks Crashed
It doesn’t get any funnier than this, folks.
De-Globalization And The Path To Ruin – Random Thoughts On A Friday
This won’t end well for anyone.
Screw It Dude, Let’s Go Bowling.
Or golfing…
Deutsche’s Kocic Explains The Best 2018 S&P Call On Wall Street
“We are almost there!”
Rebalancing Flow Call Plays Out As Stocks Stage Insane Reversal In Dramatic Comeback
Call it whatever you like, because at this point, folks will take it.
Here’s The Latest On The Leveraged Loan Bubble Story, Because You Know You Were Wondering…
Everyone’s “favorite” bubble.
Nomura’s McElligott Tells You ‘Why We’re Here’ And Where He Thinks We’re Going
“This seizure-like behavior isn’t endearing risk-taking in the final days of 2018″…
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