Remember “How’s Your 401(k)”?Â
Category: S&P 500
Goldman Thinks Stocks Might Actually Fall At Some Point In The Next Two Months
Ok, well if what you needed to start your week on the “right” foot was Goldman telling you that “a correction of some kind seems a high probability in the coming months”, well then rejoice…
‘It’s Incredible’ – I Think.
Monday, Monday.
‘Air Pockets’ And Risk Hiding In Plain Sight
I’m just guessing, but…
David Stockman: Now Is Not The Time And Place For Nosebleed PE Multiples
“…the very idea that you would pay 26X EPS for the S&P 500 at the tail end of a 103 month long recovery cycle is truly ludicrous.”
If You Thought That Was Crazy: Full Week Ahead Preview
How about a little more fun?
As The Rally Steams Ahead, How Worried Should You Be About NAFTA And Trade Wars?
As we saw this week, they’re not so good at being subtle.Â
This Is The ‘Talk Of The Town’ In Markets – Can It Last?
But fair warning to anyone who might be inclined to extrapolate on the way to drawing spurious conclusions…
David Stockman: Politicians Should Be ‘Petrified’ Of This
“Even as a matter of economics 101, the forthcoming $1.8 trillion of combined bond supply from the sales of the US Treasury ($1.2 trillion) and the QT-disgorgement of the Fed ($600 billion) is self-evidently enough to monkey-hammer the existing supply/demand balances, and thereby send yields soaring.”
The Gun’s Not Loaded!
“Stirred, in a half-carafe.”
David Stockman: Bubble Finance Is Destroying Rationality
“That’s right. Heisenberg reminds us this morning that we are in undisputable record territory. It has been fully 395 trading days since the market had a 5% drop, and that’s never happened before in all of recorded history.”
What Would Another Black Monday On Wall Street Mean For The Economy? Goldman Answers
That raises this question: ok, what would happen to that growth impulse were stocks to crash?
Barclays CEO: If Something ‘Snaps’, The Return Of Vol. Is Going To Be ‘Quite Something To Behold’
It’s almost – almost – like this fucker gets it.
Ok Guys, We’re Goin’ On Tour.
Predictably, it went awry almost immediately.
Here’s What Howard Marks Is Thinking About Right Now…
“…a decision to invest today has to rely on the belief that ‘it’s different this time.'”
‘Vol Up, Spot Up’: This Hasn’t Happened In 20 Years…
That, or you could just buy expensive calls and pile them atop your existing longs because…
Money Laundering.
What to say about Tuesday? Well, a lot actually.
Chart Of The Day: Risk Appetite Hits All-Time High
Does that bode poorly? Not necessarily. But…
Ray Dalio: You’re Going To Feel ‘Pretty Stupid’ For Holding Cash
Listen, Ray Dalio has a set of “principles” ok?
Maybe You’re Not A Lunatic Gambler After All, Earnings Beats Suggest
“Daddy needs a new pair of shoes.”
Robert Shiller Asks: ‘Why Is The U.S. Stock Market So High?’
“This brings us back to the mystery of what’s driving the US stock market higher than all others. It’s not the “Trump effect,†or the effect of the recent cut in the US corporate tax rate. After all, the US has pretty much had the world’s highest CAPE ratio ever since President Barack Obama’s second term began in 2013.”
‘It’s A Celebration!’ S&P Makes History (Again)
“Enjoy yourself.”Â
Storm The Castle.
Grab a pitchfork.
Is This Time Different? The Shutdown, The Honey Badger Market, And Everyday Americans
But you know, it’s like Lincoln said, this is government “of the people, by the people, and fuck the people.”
Buckle Up, We Need You: Full Week Ahead Preview
This should be interesting.
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