So is that good news or bad news?
Category: russell 2000
False Start.
15 yards…
‘Believe Me.’
What could go wrong?
This Doesn’t Always End Badly But If It Does…
“In sum, there’s no guarantee that the market will drop over the next five days, but if it does: look out below!”
Don’t Look Up – Or Down…
“Ideological interpretation: Looking down is a mistake — the system works only if no one opens his eyes.”
Cohn-Heads
But not like Beldar.
‘Bring Out Your Dead!’ Another One Bites The Dust
“Bring out your dead!”…
Bad News: The Buyback Scheme Has Reached A Limit
“Perhaps over-leveraged US companies have finally reached a limit.”
The Trump Trade Is Dead – But Long Live War
So you know, he’s got that going for him…
Ezekiel 25:17
“And you will know my name is the Lord when I lay my vengeance upon thee!”
This Market’s ‘Bad Breadth’ Is Getting Worse, And Worse, And …
Breadth is a particularly touchy subject these days, what with investors of all stripes shrieking about how it isn’t a sign of impending doom that the market is being propped up on the strength exhibited by a handful of names.
Jobs, Records, & Russians: The Week In Charts
That’s a wrap.
Russell Shuffle Day, Brexit Anniversary, & Crude Carnage
It’s Russell reshuffle day, which means equities will likely be jarred out of any summer
It’s A Series Of Rolling Mini-Bubbles!
“As sure as an empty cocktail glass in Lindsay Lohan’s hand is followed by a full one, there will be another mini-bubble in next “great†hedge fund idea…”
This Hasn’t Happened Since 2007
So a lot of folks have observed that if you’re looking for a reason to
What Does An Overheating Labor Market Mean For Stocks? I’m Glad You Asked.
“We estimate that a 100 bp acceleration in labor cost inflation would pose a 2% headwind to Russell 2000 EPS, roughly double the 1% impact we estimate for the S&P 500.”
Goldman Presents The Great “Fade” Trade
“This phase peaked at the end of January this year – we have entered a ‘reflation pausation’. We think this is the result of a combination of worries: (1) Disappointing hard data vs. soft data so far, in particular core CPI, (2) commodity recovery fading and base effect on headline inflation rolling off, (3) Trump optimism fading, (4) European politics moving into the hot phase, and (5) first signs of growth momentum slowing.”
When Shorting Small-Caps Goes (Horribly) Wrong
Here’s some Tuesday afternoon humor for you. So the latest CFTC positioning data (out last
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