They say it promotes “transparency.” It’s important, they say, for the public to understand “the process.”
Category: stocks
Here’s A Thought: What If (Almost) Everybody Is Wrong?
“This would be perhaps the biggest surprise to markets.”
Caveat Emptor.
Of course, all the usual disclaimers apply.
Morgan’s Mike Wilson On The Rally: This Looks Like 2009 With ‘One Major Outlier’
With financial repression alive and well, “it really isn’t different this time”.
Nomura’s Charlie McElligott: ‘Money Printer Go Brrrrrrrrrrrrr’
Also, there’s vaccine euphoria in the air.
Damn The Depression. Onward And Upward. With Apologies To The ‘Legendary People’
It’s not “supposed” to be this way, after all.
Goldman: Quarterly EPS Growth Will Be Negative At Least Through 2020
A maddeningly slow rebound.
The ‘Winner-Take-All’ Market And Our ‘Scroll Hypnosis’ Economy
“The stuff that can grow”.
Will Trump Gamble 20% Of The US Stock Market To Pursue Big Tech Grudge? ‘Stay Tuned!’
An “illegal situation”.
We’ve Reached The ‘P/E Ratios Are Irrelevant’ Stage
“…three-quarters of the way to the Tech Bubble high.”
‘Barely Legal’
Dollars, dictators, Debbie downers and determined Democrats.
David Tepper: This Is The Second-Most Overvalued Market In History
“Do you feel the same way that Stanley does?”
The Stars May Have Just Aligned For Another Risk-Off Episode
… a reminder that despite the surprising durability of the bounce, downside catalysts are myriad.ÂÂ
In FOMO Versus FOVA World, Nomura’s McElligott Says It’s ‘Long The Stuff That Can Grow’
We’ve been here before.
Will The Fed Buy Stocks? It’s Not Their ‘First Impulse,’ But You Never Know!
“My first impulse is that is not something we would entertain”.
Coronavirus Clubgoers, China Gets Some Credit And Risk Bears Sent Into Hibernation
Wary, weary or just ambivalent…
New Week Dawns With West Wing Worries, Fed-Driven Markets And Depression Dynamics
“A great and powerful plague” versus “the Fed driven liquidity environment”…
In This Market, There’s More To Fear Than Fear Itself
Let us count the concerns, shall we?
From Armageddon To FOMO In 6 Weeks: Goldman’s Clients Incredulous At ‘Unloved’ Stock Surge
“CIOs expressed varying degrees of concern.”
The Great Disconnect And QQQ’s $100 Billion Pandemic Party
Absurd? Maybe. But money is money, I suppose.
Deutsche’s Kocic On Risk Premia, ‘The Missing Variable,’ And The Elusive Post-COVID Reality
For now, he says, most of this “remain[s] largely out of grasp”.
Characteristically Surreal.
“If you don’t [think] the Fed is buying stock ETFs on the next market shock, you are wrong.”
Albert Edwards Dreams Of Stephanie Kelton’s Free Money Train. Says S&P Is ‘Ludicrous’ Bubble
“I’m not sure what to make of all this except…”
Sell In May? Morgan’s Mike Wilson Says ‘No.’ Here’s Why…
“In an era of sound bites and headlines, it’s easy to forget why one really owns stocks…”
Goldman: FAAMG Upside Now ‘Just 3%.’ Rest Of Market Has To Step Up
“I’ll have the S&P 500. And waiter, ask the kitchen to hold the oligopoly.”
Did The Bell Just Ring On The Bear Market Rally?
“…the hows and whys and ifs of what was once a crackpot leftfield are now out there actually being discussed.”
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