Fair warning.
Category: S&P 500
Credit Disagrees With U.S. Stocks (Again): Who’s Right?
Spoiler alert…
Tipping Dominos At 4 A.M.
Sour mood headed into a risky weekend.
Sittin’ On The Dock Of The Bay.
This should have been an uneventful day, but alas.
God Bless Us, Everyone.
Muddling through, where that means: voracious rally.
Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks, Sees Possible Downside From Prolonged Trade Tension
“…re-risking is likely to continue during the summer as volatility stays contained and investors increase equity positions.”
Pardon Him.
Put on your tinfoil hats and let’s make some damn money.
All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview
Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.
With Friends Like You.
Who needs allies, anyway?
Opposite Day.
Like yesterday, only completely different.
Fuggedaboutit.
Ciao Bella.
Fitting End.
And that’s the week.
‘This Screams Fed Tightening & Late Cycle’
One bank has a message for you…
23 Companies With The Most Buyback ‘Success’ (And 23 That Will Be The Most ‘Successful’ Going Forward)
Ahhhh, buybacks. The equity-linked-compensation-inflating music to soothe a savage market beast.
Sincerely Yours. 😥
Oh well. 😥
Tom And Jerry.
No shortage of entertainment on Wednesday.
Disappointed.
Premature elation.
Out Of The Frying Pan, Into The Fire: Full Week Ahead Preview
Trade war canceled, Trump demands DoJ investigate itself, Italy goes to the populists and Venezuela has an “electionâ€.
Cliffhanger.
And that’s the week.
‘Overshoots’, ‘Devastation’ And The Always Enthralling Term Premium Debate
… the overarching narrative makes sense and even if it didn’t, it doesn’t have to. That’s the thing about narratives.
One Trader Takes A Closer Look At The Buyback Bonanza
Fade the Barron’s cover?
Value Versus Growth: One Firm Reminds You That ‘This Time’ Is Never Really ‘Different’
“Yet that raises the question – did something change in the Great Financial Crisis, or is this just a pause in the strategy’s long-term outperformance?”
Trader: How I Learned Not To Fight The Fed And How To Trade ‘QT’
“The days when the Federal Reserve has a large bond maturity have seen abnormally large declines in the S&P 500.”
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