“There had been a lot of complacency built up in markets over a long time”…
Category: stocks
Release The Long End!
Well, damn.
The Good Old Days.
I remember when…
The Moon Shot.
Rollercoaster.
New From Epsilon Theory: ‘Things That Go Bump In The Night’
“Why should we pay good money to buy put options as a hedge on our portfolio when the Fed will give us a put option for free? I think this is the most far-reaching and transformative effect of the extraordinary central bank policies of the past eight years — we are no longer afraid of things that go bump in the night.”
$11,589.01.
Let that sink in.
SocGen: Stocks Haven’t Been This Expensive So Widely Since 2005
Remember: “it’s all relative”.
Chart Of The Day: Making (World) History
What can we say but…
‘Clearly, Investors Are Feeling Good’: Here’s The ‘Euphoria’ Chart Again
Low vol., “humans” cited.
Reservoir Dogs.
“He’s just gonna decide – out of the blue! – to rip us off?”
‘What Goes Up’: Everything.
And you know what they say about “what goes up”…
The Bernie Madoff Market
I don’t know about you, but “I think something is wrong here”…
‘Just Stop It’: Frantic Search For New Narrative Ensues As 2018 Trading Kicks Off
I’m not entirely sure what everyone expected. If 2018 were a person, it would probably be thinking something along the lines of this: “well shit, give me at least 48 hours to get my feet wet before you start accusing me of being a cheap knock-off of my predecessor.”Â
How Long Can This Last? Survey Says…
We’re in the “sweet spot” – it’s “Goldilocks”- it’s “have your synchronized global growth cake and eat your ongoing central bank accommodation too.”Â
‘Fuggedaboutit’: Bill Gross Says ‘This Market Is Fake’
“Fuggedaboutit.”
‘Little Wonder!’ Here’s The ‘Bad News’ About Earnings
“Outside of a crisis, changes in share prices and earnings highly correlate, and no more so than today.”
‘These Go To 11’: SocGen ‘Goes There’
“This is the second longest stretch of consecutive gains for the MSCI World since its formation in 1969.”
Euphoria (‘Cough – Don’t Do It’)
It’s kind of like going to a wedding reception and telling one of the newlyweds that the person they just married is a pathological liar or that getting married was a terrible idea in general.
One Strategist Says US Stocks Are ‘Most Expensivest Sh*t’ On The Planet
“If you’re used to eating chicken that costs $5/kg, it’s only natural to look for alternatives if the price rises to $10/kg. The problem is that if beef and pork rise from $10/kg to $50/kg, chicken still looks like the best value.”
The Dog Days: July In Charts
The dog days are here…
‘It’s So Easy!’: 9 Straight Months Of Gains For Global Stocks
Grab a 2-liter and a bag of Bugles…
‘Tantrum Risk’ In 2 Charts
Call that “the case of the disappearing diversification.”
Or just call it “rising tantrum risk.”
‘Chain Reaction’ Strikes: Stocks Dive As Sudden Bund Selloff Triggers Bond Bloodbath
“The magnitude of the sell-off is excessive”…
Crude Crashes Abruptly, North Korea Vows More ‘Good-Looking Boys’ For ‘American Bastards’
We just hit technical levels that were a bridge too far at this stage. That’s
And God Said “Let There Be Data: And There Was Data.”
It’s Friday and God said, “let there be data: and there was data.” Let’s start
The Day After: Yellen’s Big Mistake
So here we are, the day after a Fed hike that was supposed to (and
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