“…it’s hard to have that real conversation”.
Category: stocks
Close Proximity
“I’ll take it”.
Nomura’s McElligott: The Machines Are Getting Long And Covering Shorts In Real-Time
“Remember my generic thinking on these strategies: ‘Volatility is the exposure toggle.'”
Prayers And Fundamentals.
Joie de vivre.
A Cliche, I Know.
Let’s not get ahead of ourselves.
Speculative Mania Or ‘Unprecedented Bearishness’? The Strange Case Of The US Retail Investor
It’s a generational thing.Â
With 2020 Halfway Over, ‘Markets Are Relying On Their Own Unique Take’
Halfway through — glass half empty or half full?
‘You Are Here’: Morgan Stanley’s Mike Wilson Is Still Bullish
“…while some might contend earnings forecasts remain too high, we would argue otherwise”.
You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited
… figuratively or literally.
Hopefully, So Far, For Now
Investors face an uncertain future after historic rally.
Goldman: Expect High Volatility And Low Risk-Adjusted Returns
Curb your enthusiasm. And buckle up.
This Time Was Different. Bears Should Live To Fight Another Day
“It ain’t over yet.” Yes it is.
‘Serious Problems’
Simply put: The economic, market, and societal cross currents are strong right now.
‘Now That’s How It Was Supposed To Go!’ Nomura’s McElligott Talks Selloff, Sees ‘Rally Looking Out’
“The ‘trade up into-, trade down out of-‘ the June serial options expiration phenomenon [is] finally kicking in”.
Insult To Injury.
Market participants are exhausted with COVID-19.
‘Days Like This’: Coronavirus News Takes Decisive Turn For The Worse
Cue The Shirelles.
No Kidding. No Entry. No Bears.
At least America has something going for it.
Nomura’s McElligott: ‘One Very Significant Source’ Of US Equities Buying Started A Daisy Chain
“…we might have triggered a ‘buyers are higher’ dynamic”.
Equity Supply/Demand Picture In 2020 More ‘Benign’ Than Feared, One Bank Says
“…significantly higher from last year but not massively so”.
Market (Quietly) Pivots Back To Lockdown Trades, As Kudlow Says ‘No Second Wave Coming’
“I really think it’s a pretty good situation”.
‘Surprise!’ Another 20/20 Moment
Hindsight.
Goldman: Corporate Demand For US Stocks ‘Will Plummet 80%’ This Year. S&P Ain’t Going Anywhere
“Equity issuance has skyrocketed to $170 billion this year”…
No, Positioning In Equities Is Still Not Stretched. ‘Mania’ Talk Notwithstanding
Of course, the list of things that could go wrong is obviously quite long. But you already know that.
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