Ok, it’s time for an update on the corporate bid for U.S. equities.
Category: stocks
The End Of The Invisible Hand And ‘The Hunt For Red October’
Good luck – you’re going to need it.
‘Peak Profits’: Revisiting The Three-Headed Margin Cerberus
Who’s concerned about margin pressure? Presumably everyone…
In Search Of A New Fed Put Strike Equilibrium
We’re not there yet.
‘Spastic Spooz’: An (Implicit) Short Gamma Odyssey
“Hello Dave”.
Why SocGen Thinks The S&P Could Fall To 2,482
“…the ability of equities to absorb higher bond yields is rather limited.”
In This Market, ‘Fear’ Has A Split Personality
The strange case of Dr. Jekyll and Mr. Hyde.
This ‘Freakout’ Isn’t The ‘Big One’ – That Comes Later: Nomura’s McElligott
The ‘main event’ comes in 2019.
Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’
“…there is an elevated risk of market reversion into year-end.”
Trump Says Democrats Will Tank The Stock Market: Here’s A Reality Check
“I strongly suggest voting Democrat.”
‘Rather Than Catching A Falling Knife’: One Bank Says It’s Not Yet Time To Buy
Why it would “be prudent” to wait on full capitulation.
Why One Goldman Analyst Thinks ‘Something’s Gotta Give’
“Shaky foundations.”
‘Corrections Are Painful, Particularly If You Have A Bloomberg On Your Desk’
The Fed doesn’t see things the way you do anymore.
Goldman Doesn’t Think It’s Time To Panic. Here’s Why…
Who’s in the mood for some “don’t panic, the fundamentals are sound” analysis on Saturday?
Why October’s Selloff Doesn’t Look Systemic
Maybe this isn’t “the big one” after all.
Here’s How ‘Investors’ Used ‘Passive’ ETFs During This Week’s Nasdaq Crash
Maybe it’s just me. Which is fine.
Trader: ‘I Am Paring Back Some Of My Bearishness This Morning’
“It made me laugh, and I started to worry that I might be overstaying my welcome on the dark side.”
And Behold, The Nasdaq Crashed.
“Hello darkness, my old friend.”
Slow Bleeding The Aging Bull
Death by a thousand cuts.
S&P As A Global Equities Safe-Haven Theme Is Now Cracking: Nomura’s McElligott
“We are experiencing a shift to a risk-negative mindset again”.
Trader Outlines ‘The Most Dangerous Setup’
“Rightly or wrongly, Trump has hitched his wagon to the stock market’s fate.”
Peak Earnings?
As good as it gets.
Glitchy Streaming.
“Buffering”…
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