“It has been just too great a strategy to call the bluff of those advising caution.”
Category: S&P 500
‘It’s Not Like We’re In This Spectacular Market’: Shiller Delivers Reality Check
“The United States is the most expensive market in the world.”
‘Oh, My God’: Full Week Ahead Preview
Plenty to fret about (and laugh at).
Epsilon Theory: ‘The Stage Is Set For An Explosive Market Re-evaluation Of Inflation’
“The day-to-day and intraday market swings over the past six weeks have been absolutely ferocious.”
Pick A Fire, Any Fire!
“Annette, Annette”…
Is It Time To Add Risk? One Bank Thinks Maybe
“We think it is overdone and has created opportunity for long and short term investors.”
We’ll See What Happens.
Waiting game.
‘Keep The Change, You Filthy Animal’
“Get ready.”
Why One Bank Thinks The Narrative And Current Positioning Are ‘Fraught With Risk’
“Typically when positions are as large as they are currently, the risk is that if the prevailing narrative of the time does not play out perfectly, violent reversals will ensue.”
Red Rally.
All hail the “king”.
Albert Edwards Explains Why The S&P Will Eventually Fall Below The 2009 Lows
“In the next recession, I would expect the P/E to bottom at about seven times, a lower low with earnings about 30% lower because of the recession. That would put the S&P lower than the 666 low of the previous crash, versus 2671 Thursday afternoon.”
One Trader Asks: ‘When Will The Volatility Finally Spread?’
“Instead of mindlessly staring at the VIX to get a sense of the market’s volatility worries, I have created a new index.”
‘Had He Acted Like Trump Markets Would Have Been Upset’: Xi Tries To Put Out Trump’s Dumpster Fire
“It’s a good thing Xi is bringing this tone to it because markets would be very upset if he played it like Trump.”
Bad Moon Rising.
Can you feel the tension?
War And (No) Peace: Full Week Ahead Preview
Say your prayers.
Have You Heard The One About The Dirty Shirt And The Flat Skew?
Ok, but who eats messy food in a spotless white shirt?
Stocks And The ‘Restriking Of The Fed Put’
“In our view, Fed put is currently moving deeper out of the money. This is effectively a withdrawal of convexity and risk assets are reacting with what at the moment appears as a reinforcing loop.”
Will Earnings Season Give Investors Some Respite From Trade Wars And Tech Turmoil?
Remember, the bar is high.
‘It’s Insanity’
“I don’t… nobody knows what’s going on.”
Trader: We’ve Gone From ‘Get Out Now’ To ‘You Have To Be In It To Win It’ In 24 Hours
“…the bid offered spread on opinions just keeps widening.”
Never A Dull Moment.
If this were a reality TV show, the ratings would indeed be “tremendous”.
‘And Boy Was I Ever Right’: Jeff Gundlach Wants To Talk About Stocks, Bonds, Bitcoin And Of Course, Gundlach
So without further ado, here’s how “right” Gundlach is, was, and always will be…
Please Mr. Postman.
Tuesday was another day that had a distinctly circus-like character to it…
Art Cashin: The Selloff ‘Got The White House’s Attention’
“It was dangerous to see the rollover and going negative. If they had gone seriously negative, it could have doomed the week.”
Trump Hits Amazon Again, Says Clueless Post Office Has No Idea Bezos Owes Them ‘Many Billions’
Tweet risk. Again. And again.
You must be logged in to post a comment.