Buy It All.
The promise of perpetual liquidity provision…
Category: norway
From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview
To the rescue or out of ideas and ammo?
Good News: Norway’s $1 Trillion Wealth Fund Is Getting Fresh Cash Injections
There’s nothing like oil money.
In Norway, A Dovish Lift Off
“[I hope] normalization of rates comes before the next downturn.”
Hostage Situation: Full Week Ahead Preview
“Hand over your trade policy and I’ll release global markets”…
It’s Time To Talk About Petrodollar Flows
If you do the math there, that means that in the space of just two years, there was a ~$400 billion decline in reserve accumulation from oil exporters. That’s “QT” – depending of course on what they’re accumulating.
You Can’t Make This Up
You can’t make this shit up!
Death & Taxes.
“That’s one small step for rich people and corporate ‘citizens’ and one giant leap for Republicans who can’t get shit done”…
Your Oil And Gas Stocks Just Got Some Really Bad News Out Of Norway
But this is the kind of thing I’m talking about when it comes to markets not appreciating the extent to which everything is now tied up in self-feeding dynamics that no one appreciates.
It Is A Great Idea For Norway’s $1 Trillion King Kong SWF To Have A 70% Stock Allocation, So Stop Pretending Like It Isn’t
“We must be prepared for volatile stock markets, and can not expect such a return every quarter.”
Trader: ‘The World Has Changed And You Don’t Know It’
“Truth is, a lot of things are in play, and you have to start thinking about it before you’re forced to chase it.”
Fried Chicken: Norway Is Pretty Damn Sure Stocks Only Go Up
“We don’t have any views on whether the market is priced high or low, whether bonds and stocks are expensive or cheap.”
Global Stocks Are Happy. Gold Is Sad. China! I Found Some Inflation In Norway.
Well, I’d say “it’s quiet out there,” but that’s cliché. So how about this: “ain’t shit shakin’ but the leavesContinue Reading