“We have probably witnessed one of the most abrupt and difficult corporate collapses in the
Category: Markets
The End Of Mega-Tech Exceptionalism?
Earlier this month, I asked if mega-cap US tech shares were “imposters” all along. It
Crypto: Everyone Was Just That Stupid
$2.1 trillion. That’s a rough approximation of the total value destruction across the cryptocurrency space
No More Free Money (The Year The Music Stopped)
Money is no longer free. That simple fact, perhaps more than anything else, explains the
Kolanovic Sees Risk Assets Under Pressure ‘Until Fed Cuts Rates’
If you’re waiting on a sustained rebound for risk assets (like stocks), you might be
‘The Bear Market Is Not Over’: Goldman
“The bear market is not over, in our view.” So said Goldman’s Peter Oppenheimer and
It’s All About The Dollar: McElligott
“It’s all a US dollar trade,” Nomura’s Charlie McElligott said Monday, while recapping the trio
‘You Can’t Go Anywhere’: China Reopening Meme ‘Lasted A Week’
I’m not sure about much these days, but 26,824 isn’t 0. Of that much, I’m
Who Are You, And What’ve You Done With The Fed?
Try as US policymakers might to disabuse traders of the notion that peak Fed funds
FTX Owes Lots Of (Actual, Real) Money To Lots Of People
FTX owes a lot of real money to a lot of people who, thanks to
Wampanoag Week
US investors will pause this week in solemn remembrance of the generosity bestowed upon early
What Wall Street’s Favorite Bear Expects In 2023
Wall Street’s favorite bear has good news and bad news. Ok, it’s mostly bad news.
Goldman Says These Five Themes Key For 2023
2023 will be the year when “we finally put pandemic disruptions behind us to deal
Don’t Cut The Wrong Wire!
Let’s be clear: The Fed funds rate modern markets can tolerate is almost surely lower than
Big Stock Inflow Shows ‘Chase Is On.’ BofA Says Fade It
The “chase is on,” BofA’s Michael Hartnett declared, in the latest installment of the bank’s
FTX Bankruptcy: A Failure Of Everyone
John J. Ray III has seen some things in his time. He oversaw the liquidation
The Fed Versus Taylor Swift
What came first, inflation, market pricing, Wall Street Fed calls or Fedspeak? It’s hard to
Sam Bankman-Fried’s Greatest Gift
“F–k regulators.” Said Sam Bankman-Fried, apparently feeling a little lonely in the Bahamas. Crypto coverage,
Americans Have Some Credit Card Debt
What do you get when you combine soaring credit card balances with rapidly rising rates?
Kolanovic: Recession ‘Difficult To Avoid’
A recession may be “difficult to avoid.” That’s according to JPMorgan strategists led by Marko
No ‘Big Low’ For Stocks Without Rate Cut Hope: Survey
We’re not there yet. It’s a familiar refrain when it comes to the “Big Low”
The Dollar Story
It was happening again on Tuesday. “It” means an unwelcome easing of financial conditions courtesy
A ‘Mystery’ Solved And The Fear Of Materially Underperforming
Whenever I say something like this, I usually end up regretting it because making definitive
‘Peak Inflation’ Narrative Gets Another Big Boost
Let the celebration continue. Days after a cooler-than-expected US CPI report triggered a spectacular rally
FTX Had A Million And One Suckers
On Tuesday, we learned that Sam Bankman-Fried’s smoldering empire may have ten times the number
The Black Box Exploded
Last week, I kicked off the first of five (and counting) articles about FTX and
How Much For The Mogwai?
“Beaten-down technology shares have enticing valuations,” read the deck on a Bloomberg piece published Monday.
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