Maybe later, but not now.
Category: stocks
The Simple Reason Why The S&P Is Just 3.5% From Record Highs (And Why Gold Is Surging)
Despite the unwelcome turmoil and surging safe havens, stocks are resilient.
August Market Turmoil Proves ‘Bad News Is Good News’ Trading Philosophy Has Limits
Perverse dynamics only persist until their inherent contradiction is exposed.
S&P’s Bloody Week Turns Green, Goldman Cools On Bond Rally And Hope Floats For Stable Yuan
Fingers crossed. “Thoughts and prayers”.
With ‘Crash’ Bets Bid And Downside Risks Lingering, Nomura’s McElligott Talks Possible ‘Quiet’ Period
That said, risks come back into play starting in late August.
After Wall Street’s Biggest Comeback Of 2019, All Eyes Turn To The Chinese Yuan
“Playing with fire”.
Bloodbath Resumes On Wall Street As Bonds Presage ‘Armageddon’
The selling wasn’t over.
Nomura’s McElligott Weighs In On Monday Mayhem: ‘Never Get Caught Short Gamma In August’
Markets could be in for a messy couple of days.
Ghost Of 2016’s Midnight Market U-Turn May Haunt 2020 Election, Goldman Says
Let’s just call it a coin flip.
Maybe Jerome Powell Sent Stocks Exactly The Right Message After All
What would it say about the state of things if the Fed had indicated three cuts were necessary this year?
A Nightmare On Wall Street.
The algos do not appreciate that kind of thing, Mr. President.
Nomura’s McElligott: ‘That Was One Of The Most Manic 36 Hours Of Trading I’ve Ever Witnessed’
There’s no room for the mincing of words.
As ‘Large Local Risk’ Realized, Fed May Be Forced To Finance Political ‘Rationality Deficit’
“In the absence of conviction about the existence of political circuit breakers”…
‘Tariff Man’ Returns: Trump Announces New China Tariffs, Stocks Crash
Everyone knew it was coming.Â
Goldman Lifts S&P Price Target, Sees 3,400 In 2020, Slashes EPS Outlook
There’s good news and there’s bad news.
Corporate Cash Balances Are Hemorrhaging The Most In 40 Years
There’s good news and there’s bad news.Â
Markets Have Moved From ‘Central Bank Put’ To ‘Mini-Goldilocks’. Now, The Risk Of Another Regime Shift Is Rising
Even in a benign situation, a rotation could catch lopsided positioning woefully offsides.
Nomura’s McElligott Returns, Talks ‘The Halcyon Cross-Asset Short Vol Trading Environment’
The market zeitgeist is largely unchanged.
In Markets, Summer Melt-Up To Meltdown?
You can hardly blame anyone who’s nervous
Marko Kolanovic: Unless There’s An External Volatility Shock, Equity Exposure To Increase
“Once exposure starts to increase, it tends to continue until”…
Summer Lull Meets Data Deluge, Earnings: Full Week Ahead Preview
Markets are ostensibly free to focus on the “fundamentals” again.Â
‘I Think It’s Extremely Important’: As Stocks Hit New Records, Here’s This Week’s Simple Takeaway
Maybe good news can actually be interpreted as positive for risk assets again.
‘There Are Too Many Signs Of Slowdown To Ignore’ – Some Doubt Fed’s Ability To Avert Downturn
“…the end of the cycle is more likely than a third temporary loss of momentum”.
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