Is the rally overcooked? I don’t know, but that question surely is. I’ve used it
Category: Markets
Elon’s World
If you’re old enough to remember the “stimmy” go-go days of 2021, you may recall
A Rich Country
Valuations. Get ’em while they’re rich. It’s like the old adage says: Buy high, sell
Earnings Seasons Are Back To Normal
“Back to normal.” Earnings seasons are back to normal. That’s according to Goldman’s David Kostin
What To Expect From ‘Trump 2.0’
If you want to know what to expect from a second Donald Trump term, here’s
6.6K Spoos By Inauguration (MAGA Flows)
They were buying US stocks on MAGA day. “Wednesday saw the biggest daily inflow in
Powell To Trump: I’m Not Going Anywhere
Reporters only cared about one thing Thursday while questioning Jerome Powell: Donald Trump. The Fed
Fed Cuts Again As Powell Braces For Trump
The Fed cut rates by a quarter-point on Thursday, as expected. I don’t think there
Bank Of England Delivers Cautious Cut As Fiscal Uncertainty Clouds Outlook
“External shocks have abated,” helping to facilitate the disinflation process. So said the Bank of
Vol Crush Unlocked
Vol was obviously crunched hard into a truly raucous, post-election rally on Wall Street. “MAGA
Vol Crush Loading
Everybody likes a good forward on an esoteric backtest. For what it’s worth, at least
Passive Aggressive
What share of the US equity market’s passively owned? Non sequitur, I know. Every article’s
‘Harris-Gridlock’ As The Vol Killer
As much fun as a Trump-inspired surge in small business sentiment and a galloping, animal
Gamblers Assemble!
Markets were awake Monday to the possibility that trading the US election based on betting
Bonds Had It Comin’. But Everything Has A Price
How unusual is the post-first Fed cut selloff in bond land? The answer is: Pretty
Analogues, Probable Outcomes And Certain Disputes
If you’re curious to know what’s in store for markets following next week’s epoch-making election
Alphabet Puts Up Decent Numbers Amid Antitrust Angst
Magnificent 7 laggard Alphabet reported a set of large numbers after the bell on Wall
Goldman’s Rubner Says Don’t Expect Stock-Dip Around US Election
If you’re waiting for a post-election selloff to add risk, maybe don’t. Don’t wait, I
Hyped-Up Hyperscalers
The big guns report this week. Israel will be firing lots of large weapons. See
Meanwhile, On The Flows Front…
Equities stumbled a bit in recent days and Wall Street was on track to notch
Chasing Gold
Gold’s runnin’. And folks are chasin’ it. Bullion was on track for a sixth gain
You must be logged in to post a comment.