There’s good news and there’s bad news.
Category: S&P 500
Why Risk Assets Are Immune To Crazy Politics
Whistling past the graveyard since 2009.
Cautious Optimism.
One thing’s for sure…
Trump On Stocks: ‘People Want This Thinking’ (Points To Own Brain)
“It’s unbelievable the sort of twilight zone that we’re living in”.
Paul Tudor Jones May Be Right, But At The End Of The Day, We’re All ‘Clueless’
“No one is sure whether we are facing the definitive downswing.”
Not-So-Lonesome Doves.
If there was a message to be heard, it was received loud and clear.
‘The Last Thing We Need’
All in all, it was a fittingly sour end to the second-worst May for US equities since the 1960s.
Why Fed Cuts Now Would ‘Only Make Things Worse’
Just after 8:30 AM on Tuesday, Donald Trump sent his eleventh tweet of the day….
‘Tariff Man’ Versus The World
“…a toxic cocktail of misguided protectionism and tacky jingoism wrapped in faux national security concerns.”
‘You’ve Reached Jay Powell, I’m Unavailable Right Now, Please Leave A Message’…
…straight to voicemail.
Anarchy Reigns: After Stunning Reversal, Markets Blindsided Again By New Tariff Headlines
Don’t call it a comeback – no, really, don’t.
‘Disharmony’ And What’s ‘Frustrating’ Goldman’s Clients
“This week the Reiwa era of ‘beautiful harmony’ began in Japan but”…
It’s (Still) About The Buybacks
“Plunge protection” – no conspiracy theories needed.
BofA: ‘Yield-Curve Inversion Is No Longer A Reliable Signal For Recession’
This time really is different, apparently.
FOCMO And ‘The Art Of The Threat’
“Or to spell it out”…
After The Biggest Pre-Season EPS Cut In Three Years, Here’s What Matters During Earnings Season…
This may be wholly self-evident/tautological, but…
Take A Breather.
Attribute it to whatever you like…
What Breaks First? Full Week Ahead Preview
At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.
Why One Bank Thinks Investors Should ‘Fight The FOMO’
Bind yourself to the mast and resist the sirens.
Imagine A World Without Buybacks…
“Is this really what everybody wants?”
Goldman: ‘In Other Words, The Easy Money Has Been Made’
“…we believe risk appetite is unlikely to turn positive”.
Is This Still A Bear Market?
What does it all mean?!
April Fools And The Teleportation Of Volatility
Is the kind of euphoria we saw on Monday justified?
‘Binary Risks’ And Melt-Up Catalysts.
Think: China. It’s always China.
Nomura’s McElligott Waves ‘Goodbye To March Pullback Window’, Says ‘Hello To ‘April Party Time’
With a caveat (or three).
Larry Kudlow Joins Fellow Stooge Moore In Calling For ‘Immediate’ Rate Cuts To Rescue ‘Quite Healthy’ Economy
We’d say “you heard it from Larry first”, but that wouldn’t be true.
One Trader Explains Why This Time May Be Different
“I was trying to figure out a way to couch this without uttering those most expensive four words in the investing language.”
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