Just when you thought it was safe…
Category: stocks
What 150 Years Of History Tells Us About Rallies And Bear Markets
Are stocks ahead of themselves? Here’s what history suggests.
Nomura’s Charlie McElligott Explains Why Stocks Rallied In Face Of Depression
These are modern markets. You must learn to speak the language.
Stocks Are Too Rich For Rich People, Europeans Are Terrified, And A ‘Remarkable Liquidity Opportunity’
“The same can be said for investors who were concerned as the equity market approached the lows.”
How Great Would It Be If Jeff Gundlach Shorted Stocks Just Before The Fed Starts Buying Them?
Mnuchin told Sorkin only that Fed buying is “highly unlikely”.
‘Better Odds At The Neighborhood Craps Game’
I suppose that’s just as good a summary as any.
Trump: ‘Smart People’ Are Buying Stocks Right Now
“It’s not going to be that long†of a process.
Less Demand, More Supply. Some Fear Wave Of Equity Sales As Buybacks Collapse
And we don’t need any more headwinds, that’s for sure.
Meanwhile, In Zurich: SNB Reminds You Massive Stock Holdings Sometimes Suffer Huge Losses
“Strong fluctuations are therefore to be expected.”
Albert Edwards: ‘Ludicrous’ To Assume Central Bank Liquidity Is ‘Compelled’ To Boost Stocks
“Liquidity will flow into whatever momentum trade emerges as the winner.”
Collapse In Vol Of Vol Shows ‘Grab For Tails’ Out Of Steam, Nomura’s McElligott Says, As Stocks Try To Normalize
“If you’ve learned anything post-crisis…”
‘Hockey Stick’ Profit Dreams Were Shattered. Now Who Believes In ‘The Perfect V’?
The “bottom line” – figuratively and literally.
There Will Be Scars.
But “there are believers out there.”
In Bear Market Rally, Some Say They’ve Got It All Figured Out
“Heads I win, tails you lose.”
Write-Offs.
They told us to “look through” it. And so, we did.
There Is No Plan. Big-Cap Tech Is A Bubble. And Nomura’s McElligott On Black Swan ‘Size’ Factor Rout
‘Guidelines’, new bubbles, and potential regime changes out of recessions.
Depressions Used To Mean Something.
“Black & white memories”.
Harley Bassman: Fed Now Risks ‘Eroding The Basic Foundation Of Capitalism’
“It is never different this time.”
Against The Gods: ‘Historically A Losing Proposition’
“Unhindered by moral hazard”…
Oprah Versus COVID.
“Everybody gets a car”.
Dangerous Territory.
“…as investors’ focus turns to the real economy a reality check or two remains in the cards.”
Albert Edwards On Bear Market Rallies, Direct Deficit Financing And Yellen’s Stock Trial Balloon
“Maybe direct Fed buying of the S&P might break the link.”
Do Not Go Gentle Into That Good Friday
“The world has indeed changed”.
Back To The Glass-Half-Full Or -Empty Arguments
There’s plenty to be concerned about. Or excited about, depending…
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