“The Grinch and Scrooge had better stay in bed this morning”…
Category: stocks
Why January “Is Like Breakfast”
“Calendars shouldn’t in theory matter, but they sure do”…
“All Bets Are Off”
“If all bets are off then there can’t be any money, can there?”
Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research
Generally speaking, people seek out the type of analysis and commentary that validates their own
Daily Kickstart (China Liquidity Edition)
“We again have the condition of low volume plaguing markets,” Jingyi Pan, market strategist at IG
What’s Wrong With This Picture?
Here’s a hint…
Daily Kickstart (Britney Spears Edition)
“Sony Music apologizes to Britney Spears and her fans for any confusion. This has been rectified”…
Trump Takes Credit For Stock Rally, Says He Single-Handedly Cheered The World Up
“The world was gloomy before I won…”
Presenting The 3 “Transitions” That Will Shape Markets In 2017
Not everyone likes to talk about (let alone read about) macro. I’ll go out on
Three Kings…
“Just don’t mention the multiples…” Via Hedgeye
Daily Kickstart (Week Ahead Preview Edition)
Happy 2017. Sh*t wait. I forgot. We’ve still got one last holiday shortened, low volume,
2016: The Year In Charts
Well, it’s been an interesting year. What started out as nothing short of a disaster
“The Downside Tail Has Grown”
In all my many years observing and analyzing markets, I don’t know that I’ve ever
Daily Kickstart (“Sh*t Loans” Edition)
Deutsche Bank and Credit Suisse are on the move overnight after the banks both settled
Here’s What Carl Icahn Did After Trump’s Election
Over the past several weeks, I’ve noted time and again how markets seem to be
Daily Kickstart (BoJ Recap Edition)
“European stocks climbed to their highest in almost a year, while bonds and gold fell,
Following The “Three Wise Markets”
Boy, oh boy, the Christmas metaphors are in full effect over on the sellside. Thankfully
Daily Kickstart With Deutsche Bank
Well the dollar took a break on its march higher versus the yen on Monday,
A Look Back At The Day That Was (Friday)
Well, the day ended pretty much as it started – with a reversal of recent
Barclays Surveys 885 Investors – Here’s What They Found
I’ve said it until I’m blue in the face (or maybe “yellow in the face”
Daily Kickstart
Gold is up, 10Y yields are slightly lower, the dollar is marginally weaker against the
A Look Back At The Day That Was
For those who might have missed any of Thursday’s action or for anyone who just
2016 Performance Revisited And Deutsche’s 2017 Equity Outlook
As 2016 comes to a close with US risk on a veritable tear thanks to
Goldman’s Guide To Investing In 2017
Over the course of the last week, I’ve brought you Goldman’s top trades and top
Reflation Nation: “Righting” The Wrongs With A Single, Enduring Populist Push
Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after
You must be logged in to post a comment.