“Everyone’s really, really excited”.
Category: stocks
Why Some Stock Bulls Are Excited About Yield-Curve Control
“While it’s impossible to isolate the impact, bulls note…”
Why Nomura’s Charlie McElligott Sees Potential For A Short-Term Market Pullback
“…a meaningfully larger drop-off”.
‘Fragile, Neurotic Optimism’ As Cash Levels ‘Collapse’ Into Most Overvalued Stock Market Since 1998
A tale of “growth expectations jumping, cash levels collapsing, and risk appetites surging”…
‘This Cycle Does Not Defy All Precedent’: Morgan Stanley Doubles Down In Mid-Year Outlook
“We remain firmly in the camp that the economy is likely to experience a V-shaped recovery”.
‘One Helluva Ride!’: Dip-Buying Perfection And The ‘Bizarre’ Case Of The Robinhood Rally
…and addressing potentially false narratives.
Why JPMorgan Thinks Global Stocks Can Rise 47%
More of a longer-term, structural thesis than it is near-term tactical call.
‘I’m Struggling To Get Optimistic’
Markets wary as risks suddenly seem more real.
Somber, Regardless.
Last week saw the first real test of the bear market rally. The week ahead brings more challenges.
Maybe More People Need To Turn Bullish Before We Can Have Another Meltdown
Is it really “exuberance”?
Robinhood Hordes Get Reality Check In Selloff, But Goldman Takes Note Of Retail Triumph
“The narrative of Main Street weakness versus Wall Street asset inflation is misleading”.
‘Some Embers Flaring Up’
“I don’t know where that got started on Wall Street”.
Marko Kolanovic: It’s Ok To Buy The Dip
Positioning and low risk of new lockdowns justify a reasonably constructive take.
2020 Has Seen More 3-Sigma Cross-Asset Moves Than 2008 – And It’s Only June
“…even though we are not halfway through the year yet”.
‘Classic Butterfly Effect Knock-On’: Nomura’s McElligott Explains Thursday’s Dramatic Selloff
“So what was yesterday all about?”
‘The Good News Is, It’s Not Severely Out Of Hand’
“The second wave has arrived; or at least that is the impression one would get”.
Hello Darkness, My Old Friend
Another day in reality television.
Rotation Frustration Grips A Suddenly Terrified Market, As Mnuchin Says ‘Can’t Shut The Economy Again’
“Not everything has to be a paradigm shift”.
‘All The Stars Are Aligned’: One Bank Says S&P May ‘Overshoot 3,500’
“If the Fed is reluctant to go to negative rates, will it prefer to buy equity ETFs?”
The Fed? Robinhood? World Demands Answers For Increasingly Silly Stock Rally
“Our first special question showed a clear consensus for the driver behind the move”.
The Problem With Bonds, According To Morgan Stanley
It’s actually problems – plural.
‘What A 14-Sigma Momentum Crash Looks Like’ (Or, The Culmination Of A Decade-Long ‘Life Versus Death’ Battle)
If you’re wondering where that falls on the “swan” scale…
‘From Meltdown To Stock Bubble In A Matter Of Weeks’: Market Marvels At New Mania
At a basic, common sense level, it really is silly.
Stan Druckenmiller To CNBC: ‘I’ve Made All Of 3% In A 40% Rally’
“I missed a great opportunity here”.
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