Admittedly, I’m exhausted with bubble talk. “Are we witnessing a dot-com redux?” “Is the ‘Magnificent
Category: Markets
Where’s The Damn Selloff?
The first two months of 2024 had all the ingredients of an equity selloff with
Could Irrational Exuberance Redux Drive The S&P To 6,250?
Are we witnessing a dot-com-style, tech-driven equity bubble in the US? That’s the market’s perpetual
Inflation Throat Punch
Wall Street wasn’t enamored with the BLS’s inflation update, delivered to loud jeers in the
Gosh, Sorry About Your Rate Cuts!
One reader with a Wikipedia page was upset with me on Tuesday when I characterized
‘Magnificent 7’ Crowding Conjures Memory Of Epic Dollar Crash
It’s all about the “Magnificent 7” and market concentration. Bubble talk abounds and the prospect
Behold: Fund Managers Now Most Bullish In Two Years
Fund managers are the most bullish in two years. That was one, among many, takeaways
‘The Greatest Real Estate Crisis’ Since Lehman: How Bad Is Germany’s CRE Problem?
The German economy doesn’t need any more problems. The engine of European growth is stuck
Fed-Defying Stock Rally Turns Most Of Wall Street To Bears
Generic market wraps published on Friday described an unremitting equity melt-up deaf to the shrill
Reversing Greed
Last year, bearish positioning was “markets’ best friend.” In 2024, by contrast, positioning is poised
Albert Edwards Calmly Makes The Case For Tech Caution
Albert Edwards is worried about tech. Still. Albert Edwards is still worried about tech. I
Fed Preaches Caution. Stocks No Longer Care
It’s fairly obvious by now that equities are unbothered and otherwise nonplussed by the notion
How Worried Should Markets Be About A CRE Spiral?
Last week, following the first of what would ultimately be several very bad days for
Xi Calls Up ‘The Butcher’ To Cut Off China Stock Rout
“I heard you paint houses.” I was only half joking yesterday when I suggested Xi
Don’t Look Down
I haven’t counted myself among equity bears in quite a while, and I’m far from
An ‘Epic’ Treasury Selloff, Kashkari’s Stargazing And Bad Election Optics
I’m a bit reluctant to editorialize heavily around what one mainstream financial media outlet described
China Turns To Xi For Advice On Stock Crisis
“Ok, I’m here. What’s the problem?” “Well, sir, it’s the stocks.” “What about the stocks?”
Magnificent 7: Bubble Or Not?
Time and again over the past two or three years, bears and market skeptics in
‘Warning’: The Era Of Free Money Might Be Over Forever
I always hesitate to say this or that “bothers” me. Because that’d be disingenuous. There
China Ramps Up Threats, Rescue Gossip With Stocks At Tipping Point
The Chinese equity market is in dire straits, but don’t worry: The Party’s on it.
‘Unambiguously’ Bullish Investors Not Contrarian Indicator. Yet
It’s barely February and US equities are up 4% in 2024 already. Coming off a
Blistering Jobs Report Blindsides US Rates
Needless to say, Friday’s astoundingly strong read on the US labor market rippled across the
Bubble Spotting
The price action in 2024 suggests we’re either coming out of a recession or in
Amazon, Apple, Meta Tout Results With Tech Rally On The Line
Amazon reported what the company described as a record-breaking holiday quarter in results released after
The Commercial Real Estate Reckoning Is Here
The best argument against the contention that the next financial crisis will be triggered by
BoE Projects Above-Target Inflation Through 2026 Even As It Softens Stance
The Bank of England kept rates on hold Thursday as expected, but the dissents included
Wanted: More Confidence
The Fed’s looking for “greater confidence” that inflation is moving sustainably down to 2%. That
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