If you’re looking for a savior amid the chaos…
Category: stocks
‘Previously Unthinkable’ CTA Deleveraging ‘In Play’, As Legacy ‘Long’ Signal Vulnerable: McElligott
The last few days have made the unthinkable suddenly thinkable.
Nobody Say ‘Spanish Flu’
“…complex interconnected systems greatly increase underlying risks.”
Last Stand.
One last push to rescue the world.
Kudlow & COVID: ‘We Have Contained This’
“We’re in touch with the Fed people all the time”.Â
#STS: Save The Stocks
If only there had been warning signs…
Nomura’s McElligott: This Is ‘The Next Battle In Equities’
And, as an aside, “Bernie Sanders matters”.
The Ice Age Is Driving The Equity Factor Bubble. And Albert Edwards Says ‘Disaster Awaits’
“I have an ugly vision of the future.”
‘Very Good To Me’
It depends on your perspective, I suppose.
Werewolves, Emergency Rate Cuts And Peak COVID-19 Panic
A watershed moment?
Monday, Bloody Monday.
Turmoil.
‘If You Can’t Trust A Fix, What Can You Trust?’
“It’s gettin’ so a businessman can’t expect no return from a fixed fight”.
Hall Of Mirrors And The Lost Art Of Controlled Burns
“Afflictions”.
South Korea, Japan On Edge As Virus Spreads, Hits Economic Activity
“The coronavirus appears to have hit trade quite a bitâ€.
‘This Is The Big One, Elizabeth!’
…too many market participants shrieked, all at once, into the digital void.Â
McElligott, Kolanovic And The ‘Max Pain’ Trade
What could bring back September’s shock reversal?
Hell Or High Water.
“…frustration gave way to incredulity and, eventually, incredulity surrendered to a kind of fatalism”.
Marko Kolanovic’s Warning: Equity Factor Bubble Now Twice As Large As Dot-Com Era
“We caution investors that this bubble will likely collapse.”
‘Mania Has Taken Hold’, And Other Observations As The Tape Goes ‘Macro’
“It’s a macro tape, you’re just living in it”.
All Hail The Titans
Another cautionary tale?
Bad Apple.
Shaking the apple tree.
What Pandemic? Not Much De-Risking Is Happening And One CIO Thinks It’s Nuts
“I have never in my career seen anything as crazy as what’s going on right now.”
Chinese Stocks Recover All Post-Holiday Losses As Autos, Brokerages Skyrocket. Parliament Delay Pondered
Like it never happened – sort of.
Conspiracies Aren’t Conspiracies And ‘Fundamentals’ Are Malleable
Ben Bernanke is the worst co-conspirator in the world.
A ‘Rare’ Local ‘Red Flag’ And A 30,000-Foot Reminder
“Risk gets spooked”, a local consideration and a big-picture reminder.
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