By that time, nobody could hear him…
One thing’s for sure…
‘Disharmony’ And What’s ‘Frustrating’ Goldman’s Clients
“This week the Reiwa era of ‘beautiful harmony’ began in Japan but”…
Is This Still A Bear Market?
What does it all mean?!
‘Lights Out’, ‘Trigger’ Pulling And ‘What Comes Next’ With Nomura’s Charlie McElligott
“Okayâ€¦so now what?!”
After ‘Goldilocks’ Rally, One Bank Ponders What’s Next
“Cross-asset performance YTD has had a distinct â€˜Goldilocksâ€™ flavor, with equities and bonds rallying together.”
Nomura’s McElligott: Fed Now ‘De Facto’ Easing, CTA Model To Flip ‘100% Max Long’ On Nasdaq
“Letâ€™s be real though”…
Analyst Who Called Tech Selloff Says ‘Rolling Bear Market Is Complete’, But No All-Clear Just Yet
Remember: none of the above is in any way, shape or form “influenced” by Mike’s self-professed “Chicago Bears fanaticism”.
It was not a great session on Wall Street.Â
Trump’s ‘Steel Slats’ Crash Market As Brian Kolfage And 77,000 Friends Pledge $5 Million For Wall
Somehow, “surreal” just doesn’t feel adequate.
FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML
What $694 billion in AUM has to say…
Mike Wilson, Chicago Bears ‘Fanatic’, Basks In Glory Of Selloff Call In Highly Amusing New Note
“…and no, our view is not influenced by our Chicago Bears fanaticism.”
Rotten Apple: When One Company Becomes Synonymous With The Macro Story
Sorry to employ a bad (and horribly obvious) clichÃ©, but…
Heresy! For The First Time In 16 Years, Buy-The-Dip Has Failed
Way back in April, two months after investors too young to remember a time when
Apple Under Pressure Again As Goldman Says Pricing Power Is Lost, While Target, Boeing Get Smoked
“The laboratory of the market now points to Apple being at the limit of their price premium for the iPhone.”
On The Nasdaq: A New Nightmare
Quick! Somebody buy some iPhones!Â
Bad Apples, Fading FANGs And Macro Fund ‘Nukes’
Another tough day for the most crowded trades on the planet.
Let’s Talk About Nvidia, Which Was Kicked Off Goldman’s Conviction List On Friday
Obviously, the market could have done without Nvidia’s stumble after the bell on Thursday.Â
Here’s A Quick Note On Apple, David Tepper, Facebook And PG&E, Just Because
There’s good news and bad news for beleaguered shares of Apple – but mostly bad.
A Nightmare On The Nasdaq
Welcome to your new nightmare.