“Am I wrong?”
Category: S&P 500
Trade On, Trade Off.
Days like today are always amusing to the extent they bring out the Don Quixote in people.
Not For The Faint-Hearted: Full Week Ahead Preview
This is not going to be for the faint of heart.
What Could Go Wrong? Industrials And Materials Edition
Allow me to present a juxtaposition for you.Â
JPMorgan Asks: ‘Has The Marginal Equity Buyer Gone?’
I guess you can’t blame investors being a bit shell-shocked.
Have Genius, Will Travel.
Well needless to say, this was not a particularly inspiring week.
Trader: ‘This Feels Like A Throwback To The Pre-Weekend Choices We Had To Make During The Crisis’
To be clear, you don’t ever want to count out the dip-buyers. But…
This Means War.
Thursday went swimmingly.
The Big Dollar Question: Is This The Turning Point?
So there you go. You can take that to the bank. Or not.
The Wolf Finally Came.
And so we close the book on February.
Goldman Asks The Big Question: Is This The End Of The Low Vol. Regime?
The narrative in 2017 revolved around two things…
They’ve Done Studies You Know…
60% of the time…
Powell Says Stocks Play A Role In Economy’s Performance – Here’s What A Crash Would Mean
Why yes, the stock market is “an important place for investors to invest.”Â
Jerome Powell ‘Is Pleased’ To Offer You This Half-Assed Janet Yellen Impression
Let him know if you like it by not selling your stocks.
‘What Is Clear Is That This Isn’t Clear’: The Definitive Ambiguous Guide To Stocks In A Rising Rates World
Let me tell you something about the whole “when do higher yields start to weigh on equity prices?” debate: it’s a dead horse and everyone is going to continue to beat it mercilessly.Â
While You’re Waiting, Can I Interest You In Some Stocks?
So in the meantime…
Let’s Get Italian: Full Week Ahead Preview
No shortage of event risk.
Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%
It’s comforting. Sort of. But sort of not.
Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation
“Lions, tigers, and bears, oh my!”
There Is ‘Only One Scenario’ Where Equities Benefit From Here
Boy, I’ll tell you what: I would absolutely love to rent out a small auditorium, pack it full of economists and analysts, make it an open bar event (so, all you can drink for free), set the conversation topic to “impact of rising rates on stocks”, lock the all the doors and then watch what happens from the safe confines of an observation deck.
Jeff Gundlach Discovers ‘Strange, Weird’ Truth About Bitcoin And Stocks
“Strangely, bitcoin seems to be the poster child for social mood and market mood.”
Goldman’s Buyback Desk Has Most Active 2 Weeks In History
Well it’s time for another update on how corporate America intends to spend the windfall from the GOP tax cuts…
David Stockman Presents: A $67 Trillion Nightmare
“To wit, there never would have been a double inverse VIX ETF under a regime of honest money and free market financial discipline; nor would you find European junk bond yields trading inside of US treasuries.”
High Note.
And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.
This Is ‘Atypical’: Hedge Funds Ride Out Correction By Sticking With Most Crowded Positions
Well in a testament to the relative merits of doing the opposite of what David has been doing by simply riding the wave in the bubble stocks (with leverage) at a time when nothing makes any sense…
Good News: Marko Kolanovic Still Sounds Pretty Bullish
Gandalf. Need more Gandalf.
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