Penning breathless missives about the impact of buybacks on equities long ago lost its novelty.
Category: stocks
China Taps Brakes On Insane 2019 Stock Surge
Herding cats, and such.
BofA: ‘Yield-Curve Inversion Is No Longer A Reliable Signal For Recession’
This time really is different, apparently.
‘It’s Akin To The Exit Door Getting Smaller As More People Try To Run Out’: A Simple Explainer On Volatility-Liquidity Reflexivity
“…if this is indeed the case, the reflexivity in markets ratchets up by multiple orders.”
FOCMO And ‘The Art Of The Threat’
“Or to spell it out”…
Data Dependent: Full Week Ahead Preview
Good news is good news (again), but that means the flipside holds, too.
After The Biggest Pre-Season EPS Cut In Three Years, Here’s What Matters During Earnings Season…
This may be wholly self-evident/tautological, but…
Apparently, It’s A Binary Choice: ‘Cash Out, Or Go All In”
Narrator: It’s not that simple.
‘Apocalypse Postponed’
But for how long?
Nomura’s Charlie McElligott Brings Some ‘Real Heat’, Talks Fed’s ‘New Playbook’, Another ‘Reflation Run’
“But for the real ‘HEAT’ of today’s note”…
Pavlov And Why One Bank Thinks This Time Is In Fact ‘Different’
The debate continues…
Take A Breather.
Attribute it to whatever you like…
What Breaks First? Full Week Ahead Preview
At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.
Why One Bank Thinks Investors Should ‘Fight The FOMO’
Bind yourself to the mast and resist the sirens.
Imagine A World Without Buybacks…
“Is this really what everybody wants?”
Goldman: ‘In Other Words, The Easy Money Has Been Made’
“…we believe risk appetite is unlikely to turn positive”.
Meanwhile, In Italy…
Ciao bella.
Is This Still A Bear Market?
What does it all mean?!
LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana
…and a crypto zinger, for good measure.
Adios Muchachos?
“…the speed of the recovery and the resulting moderation in volatility have been impressive.”
April Fools And The Teleportation Of Volatility
Is the kind of euphoria we saw on Monday justified?
On Simultaneous Surges.
When it all goes right.
‘Binary Risks’ And Melt-Up Catalysts.
Think: China. It’s always China.
‘It Depends On How The Jaws Close’: What Goldman’s Clients Are Talking About This Week
Rates, the economy and the prospect of an “earnings recession.”
Nomura’s McElligott Waves ‘Goodbye To March Pullback Window’, Says ‘Hello To ‘April Party Time’
With a caveat (or three).
Larry Kudlow Joins Fellow Stooge Moore In Calling For ‘Immediate’ Rate Cuts To Rescue ‘Quite Healthy’ Economy
We’d say “you heard it from Larry first”, but that wouldn’t be true.
Win, Lose Or ‘Pause’: Waterboarding History
“If history hasn’t ‘talked’ by now”…
You must be logged in to post a comment.