China is coping with what counts as a “severe” COVID outbreak considering the Party’s “zero
Category: right feature
Rational Decision-Making
Referendums and elections are always about human feelings, not about human rationality. If democracy were
Xi’s ‘Profound Revolution’ Renders Market Calls Worthless
As it turns out, Xi Jinping’s sweeping regulatory blitz (which, if you date to Jack
Booster Clarion Call: Reasoning With The ‘Other’ Half
It’s probably best if you get a booster shot, US health officials reckon. “The available
Battered And Bruised, Bitcoin Ponders IRS, FBI Scrutiny
A new report from Chainalysis shows US-based investors logged more than $4 billion in realized
What Is There To ‘Respect’?
The US and China are talking “candidly, pragmatically and constructively” about trade again. That’s according
Is The Retail Mania Over?
At various intervals over Q1, analysts and commentators suggested the pandemic-era “retail mania” evident in,
Which Analogue Do You Prefer?
Inflows to global equities continued apace over the last week, despite considerable “chop” across stocks
Acknowledging Gravity: Notes On The Crypto Meltdown
May 19, 2021, will be burned into the minds of investors and speculators alike, specifically
A Staggering Miss: April Jobs Report Is Huge Letdown
The US economy added just 266,000 jobs last month, April’s hotly-anticipated nonfarm payrolls report showed.
US Jobless Claims Fall Below Half-Million In New Milestone
498,000 Americans filed for unemployment benefits last week (figure below). It was the first time
Technical Taper: BOE Slows QE In ‘Operational’ Adjustment
The BOE will slow the pace of weekly bond-buying by £1 billion to £3.4 billion,
Marko Kolanovic: Most Portfolios Are Vulnerable To ‘Inflation Shock’
“If one stretches rubber too long, it eventually snaps,” JPMorgan’s Marko Kolanovic wrote Wednesday, in
US Private Employers Add Most Jobs Since September
Private employers added 742,000 jobs in April, ADP said Wednesday. That was below consensus. The
McElligott: Tech Is ‘Epicenter For How Index Movement Could Get Weird’
While consensus seems united around the notion that buying any and all dips in equities
Grab Your (Left) Tails
After poking their heads “out of the bunker” beginning early last month, market participants are
The Day Janet Yellen Buried Trump’s Foreign Policy
Revenge is a dish best served cold, as Treasury Secretary. More than three years after
If Enough People Read This, Hyperinflation Is Coming Next Week
Pernicious fictions You can feel the ground shifting. The pandemic forced the issue. Around this
Treasury ETF In Bear Market As US Borrows Portugal’s GDP In 4 Days
If you go by TLT, bonds are in a bear market. The widely-followed long-end product
The Most Important Auctions In Recent Memory
“There’s no deep loyalty to most of the reopening names,” one CIO told CNBC on
In Europe, A Melt-Up
Although these kinds of brief articles are (by definition) stale by the time most folks
China Posts Ridiculous Trade Surge On Base Effects, Demand Recovery
What do you get when you combine pent-up demand abroad, a maturing domestic recovery, and
February Jobs Report ‘Not Good Enough’
The February jobs report came in hot Friday, suggesting the US labor market is on
The Wealth Tax And Our Shared Insanity
I’d describe my life as a largely stress-free endeavor. Attaining serenity wasn’t easy. At first,
Like A Lion
“March came in like a proverbial lion,” Bloomberg’s Laura Cooper wrote Tuesday. “Sure, a Chinese
Guo’s Bubbles
Tuesday’s word was “bubble” or, actually, “bubbles,” plural. Guo Shuqing, chairman of the China Banking
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