Dat’s yo’ word, son?
Category: S&P 500
For One Bank, This Is ‘One Of The Most Striking Developments Of The Past Few Weeks’
Hint: it’s the normalization of U.S. equity volatility.
Different Day, Same Stories, Only Different.
But still, read it.
When You Cross The Streams, Why Don’t Stocks Go To Infinity?
“Instead of just tossing the Fed Model aside as useless and broken, it makes sense to think about how it might once again recouple and provide some guidance for stock market pricing.”
Nuclear Football.
And that’s the week.
One Analyst Reminds ‘Old, Grizzled’ PMs That ‘We’re Late In The Cycle’ Is Not Research
Take that, “old, grizzled PMs.”
‘February Was As Significant As The 2007 Quant Meltdown’: Here’s What Goldman Expects For Volatility
Just buy the dip, Jerry. Everyone’s buying the dip.
The Day After.
One day on…
Did January 2018 Mark ‘Peak Retail Investors’?
Ahhh, retail investors.
Hold My Beer While I Poke This Hornet’s Nest.
Well, he did it.
Problems Are Emerging.
Who said EM meltdown?
Should You Buy The Banks Like, Right Now? Yes! No. I Don’t Know, Maybe!
Clients just want to know when the damn recession is coming, ok?
It’s ‘Grotesque’! Of Buybacks And Leverage
“…it’s not like you have to dig deep to find a problem.”
In The Meantime.
And that’s the week.
Riders On The Storm(y).
Turn on your wipers.
Goldman Presents: 3 Reasons To Not Worry And Be Happy
Keep calm and take (some more) risk.
‘Encouraging Things’.
Things no one knows about.
Spaced Out.
Phone home.
Bombs Away.
War? Let’s hope so! Happy Monday!
Follow The (Convexity) Flows: Restriking Of The Fed Put Revisited
“In that environment, convexity withdrawal creates a reinforcing loop where more turbulence in risk assets tends to cause stability in fixed income.”
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future
“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”
Nasty Places.
We gotta get out of this place.
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