“The unwind of financial repression is qualitatively different from traditional recoveries,” Deutsche Bank’s Aleksandar Kocic
Category: Markets
Pozsar Prophecies Panned As ‘Austin Powers’-Style Parody
Rabobank’s Michael Every is having none of it. By “it,” I mean any variation on
JPMorgan ‘Skeptical’ Of Rally, Says Soft Landing ‘Unlikely’
“We are skeptical about a durable rally,” JPMorgan analysts led by Marko Kolanovic said Monday.
Zoltan Pozsar, Humble Plumber
“After all, I am just a ‘plumber,’ not a geostrategic expert.” So said Zoltan Pozsar,
Mike Wilson Worries Bears Aren’t Bearish Enough
Morgan Stanley’s Mike Wilson can scarcely remember a time when he’s had as much interaction
The Fed ‘Will Love Me Even If I Don’t Listen’
“I’ll be over 5% and I see staying there for some time,” Esther George told
Bring Back Bezos
In late April of last year, while unveiling Q1 results, Amazon foreshadowed an overcapacity problem
Fed Offers Rare Rebuke Of Market Rally In Meeting Minutes
Those of you old enough to remember three weeks ago will recall that Jerome Powell
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
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