Those of you old enough to remember three weeks ago will recall that Jerome Powell
Category: Markets
Yield Curve Godfather Says This Time May Be Different
“Ask the yield curve” is a common reply when it comes to questions about whether
Knock On Wood
The earliest price action of 2023 in US equities found two growth heavyweights under pressure,
The Growth Stock Bubble Finally Burst
It’s no secret that 2022 was a veritable disaster for growth stocks. Scores of investors
2023 Orientation Day
The first work day of the new year began with a deluge of notes and
Burning Questions
Nothing says “pile into stocks” like piles of corpses. Don’t blame me for the macabre
Lost Down There
I’m supposed to care about Tesla deliveries, and you are too. There was a time
No, Michael Burry Didn’t Say The US Is In A Recession
Michael Burry kicked off the new year with a prediction. “Inflation peaked. But it is
Local Genius Loses $140 Billion In ‘Stock Market Craziness’
It’s been a tumultuous and, I imagine, frustrating, year for Tesla shareholders. Getting into Tesla
Good Copy, Bad Copy
Copy for the sake of it. I’m not a fan. Noteworthy market news was sparse
Click Monsters
“It was a click monster.” I cringed, but she couldn’t see me since we communicated
Disconcerting Déjà Vu
China’s grand reopening after three years of government-imposed isolation was supposed to save the global
‘Placeholders For When Something Goes Wrong’
There are a laundry list of reasons to cast a wary eye at the rate
Goldman’s ‘Most Out-Of-Consensus Call’ For 2023
Goldman’s most out-of-consensus call for 2023 is arguably their most important. Generally speaking, economists and
US Housing Market Enters 2023 As Bubble-Puzzle
Home sales in the US either tumbled the most on record last month or ran
Visualizing Macro History
Anyone with even a passing interest in markets can make a list of 2022’s “top”
Existential Questions For 2023
As the curtain closes on 2022, existential questions abound. Is the world headed for a
Stock Funds See Largest Exodus On Record
Barring a Christmas miracle, 2022 will be the worst year for US equities since 2008.
Ghost Of Christmas Past
This time four years ago, Donald Trump was busy berating Jerome Powell’s golf game on
Hot Data And Tepper’s ‘Short’ Call
“Stocks slump as bearish Tepper amplifies hot data,” one Thursday headline said. I suppose this
No Recession Could Be Bad News For Stocks, Bonds In 2023
One big risk in 2023 is that a hard landing doesn’t happen. That’s counterintuitive and
After The Fall: How To Regulate Crypto After $2 Trillion Collapse
It’s been a bad year for crypto, to borrow Sam Bankman-Fried‘s deliberately understated description of
Why Is The VIX So Low?
At regular intervals this year, sophisticated market participants have gone to extraordinary lengths to explain
Markets Ponder The Unthinkable After BoJ Shock
“Symbolically, this is an important step,” SocGen’s Kit Juckes wrote Tuesday. He was referring to
Surprise! Bank Of Japan Stuns Markets With Policy Tweak
The Bank of Japan finally blinked. At its last meeting of the year, the lone
Vox Populi
Much as I’d like to, I can’t ignore the elephant in the room on Monday.
Read Elizabeth Warren’s Letter To Tesla’s Board
On Monday morning, while documenting the latest and most dramatic twist in the ongoing soap
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