We’re living in “1999-lite”, according to one bank’s popular weekly flows update. It’s all about
Category: stocks
Crossing The Rubicon And Buying The Dips
A scan of the headlines on Friday reveals exactly what you’d expect. China doesn’t want
Net Foreign Buying Of US Stocks Hit Record In May
Foreigners may have aided and abetted the risk rally in May, the latest TIC data suggests.
One More Reason To Be Scared Of Frothy Tech
Don’t look now, but one of the relationships that exemplified tech’s “safe haven” status in
Vaccinate Me.
It might be asking a little much to expect the latest incrementally positive vaccine news
Is This Market Recovery For Real? Separating ‘Genuine’ From ‘False’ Bottoms
US tech stocks are the most crowded trade on the planet. And it’s not even
BofA Fund Manager Survey Shows Cash Is King, Stocks Overvalued
Cash on the sidelines — there’s plenty of it. That’s one takeaway from the July
‘The Worse COVID Gets, The Better The Markets Do’ (A Misleading Story)
On Monday, Reuters ran an extremely rudimentary piece carrying what I can only describe as
Hedge Fund Performance Anxiety And The Evergreen Case For Equity Upside
For weeks (and weeks), those arguing that the rally in equities had further to run
‘The Strength To Go On’
Both rates and equities are waking up to the reality of surging virus cases in
False Dawns And Summer Doldrums
Market participants sleepily adrift or otherwise mired in the summer doldrums will be compelled to
The Final Leap: America’s Overlapping Crises May Make Fed Stock Buying Inevitable
“If you don’t think that the mechanical processes that have been worked out over the
‘Rationally Being Irrational’ (And The Second Half Playbook)
“…why would anyone expect markets to connect with macro?”
Goldman: In Downside, S&P 500 Profits Won’t Recover From Pandemic Until 2023
Don’t worry, the base case still looks like a “V”.
Nomura’s Charlie McElligott Talks Pandemic, Stocks, Bonds, Election In Sweeping Interview
“The entire professional investor universe is, in my mind, basically a momentum trader themselves”.
Looking Ahead To ‘The Poor Bank Redemption’
Is bank underperformance “a signal of no economic hope” and something “sinister”?
Zeitgeist Unchanged
The times may be a changin’, but the post-pandemic world has served to entrench familiar market dynamics.
From ‘Healthy Bull’ To ‘Mad Cow Meat Grinder’: China Engineers Selloff After $1 Trillion Run
“…and investors exclaimed ‘a bull market is coming!'”
Is The Market Sleepwalking Into A Summer Growth Scare?
…even as these long, summer days feel sleepy and aimless.
No, Stocks Aren’t Pricing In A ‘V-Shaped’ Recovery, Morgan Stanley Says
“…if investors expect a robust economic bounce back, they have an odd way of expressing it”.
Why One Bank Thinks Big Tech Is ‘The Most At Risk’ If Joe Biden Takes The Oval Office
And yet, all of this comes as the post-COVID reality tends to favor many of trends associated with “new” tech.
‘Why Now?’ Questions Abound About Timing Of China’s New Stock Bubble
Great questions, all.Â
‘NASDAQ HITS ALL TIME HIGH!’, Shrieked The Sovereign
…content in the notion that as long as equities are loitering in rarefied air, all must be right in the world.
Castles In The Sky.
Equities’ phoenix-like rise from the ashes of March is increasingly difficult to rationalize.
‘Healthy Cow!’ China Tempts Fate, Whips Up Stock Mania With Insane Editorial
“We look forward to the wealth effect of the capital market”.
Shattered Dreams (Wile E. Coyote)
That’s your Wile E. Coyote moment.
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