“Thus, the pullback window has to happen now.”
Category: stocks
‘The Salamander’s Tail (Risk) Has Regenerated!’, One Bank Literally Shouts
“…we are old, indebted and unequal”.
One Trader Explains Why This Time May Be Different
“I was trying to figure out a way to couch this without uttering those most expensive four words in the investing language.”
Nomura’s McElligott On ‘QE-Lite’, Friday’s Rout And, Of Course, CTA ‘Trigger’ Levels
“Back in the bond-buying business”.
‘The Frogs Were Boiled’, So What’s Next?
One bank is bullish, but “not foolish”.
What Marko Kolanovic Thinks About ‘Current Market Fears’
“…some of the fears are justified more than others.”
Now Vindicated, Marko Kolanovic Explains Dramatic Market U-Turn
“… the answer to all of these questions lies in market liquidity.”
Think The Fed Will Cut Rates In 2020? Here’s What Happened Ahead Of Historical ‘First Cuts’
What happens in the lead-up to “first cuts”?
When Good News Is Just Good News
A closer look at the situation reveals something that is, on the surface anyway, somewhat surprising.
Nomura’s McElligott: ‘The Window For A Pullback Has Opened’
But there’s a caveat…
SocGen’s Lapthorne Will Beat This Dead Buyback Horse As Many Times As He Needs To, Got It?
Obviously, they are – connected that is.
Center Stage: Full Week Ahead Preview
No pressure.
BofAML’s Hartnett Talks Shop, Tells You Who’s Buying And When To Sell
“The pain trade is still up.”
‘They’re Coming For It’: QE Trade Spotted In The Wild As Lemmings Peer Over Cliff
‘De facto easing’ versus the ‘March surprise’.
Bull In A China Shop
Risk asset buoyancy amid a cloudy outlook.
Goldman Wants To Talk To You About Buybacks Because You’ve Got This All Wrong, Ok?
“Popular misperceptions” and such.
The Long And The Short Of It.
…but mostly the “long”.
You’ve Got ‘Lots Of Questions’ And Nomura’s Charlie McElligott Has (At Least) As Many Answers
“Lots of questions about the behavior in equities.”
Bad News, Good News.
For lack of a better title.
FOMO Looms As Sidelined Investors Wonder If It’s Too Late To Dive In
“Taking some off the table” isn’t a wholly applicable market adage given a lack of participation YTD by key investor groups.
A Quick Retrospective On The 10-Year Anniversary Of The Longest Bull Market In History
“For now, the bull marches precariously on.”
Bloodbath In China: A Postmortem
A non-controlled demolition.
‘Lights Out’, ‘Trigger’ Pulling And ‘What Comes Next’ With Nomura’s Charlie McElligott
“Okay…so now what?!”
The ‘Fed Put’ Has A New Strike, Deutsche’s Kocic Says…
“…the math consists of finding the strike that corresponds to the put with lower volatility.”
‘Imported Trouble’: Why One Bank Sees Virtually No Upside For Stocks From Here
“… we expect almost no earnings growth for 2019.”
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