Category: Uncategorized
Some Context For The Explosion In Corporate Debt
Good news, bad news.
Come What ‘May’: Full Week Ahead Preview
Data, ‘Brextension’ and the BoJ are this week’s headliners.
Elizabeth Warren: ‘My Administration Will Break Up Facebook, Google, Amazon’
“It’s a great story — but also one that highlights why the government must break up monopolies.”
‘Political Things?’ S&P Rises 100% Of The Time In Presidential ‘Third Years’
“I know that’s not supposed to be the way it is”…
The Week The Earth Stood Still: Full Week Ahead Preview
If last week was painfully tedious at best and outright boring at worst, this week promises to break the monotony.
One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’
“…we should pay attention to this stuff.”
The ‘Cautiously Optimistic’ Take On Russia Sanctions
If you were nervous, you probably sold before last week.
One Trader Asks: ‘Who’s Buying Gold?’
“I’ll warn you right off the bat”…
As WSJ Tips ‘Earlier-Than-Expected’ End To QT, One Bank Assesses Impact On VIX, Rates Vol.
It’s time for another Timiraos “story”.
A Man of Words, A Man of Deeds
“The reason Bogle wasn’t a billionaire wasn’t personal preference”…
Wars Of Attrition.
“…over time the cumulative cost can become very high.”
Kraft Heinz To Rescue Furloughed Workers With Free Mac & Cheese As MAGA Promise Keeps Delivering
“Make people rely on charity mac & cheese again!”
Dissecting The ‘Incredible’ Junk Rally And The Case For A 24-Pound Bucket Of Mac-&-Cheese
Frantic rallies, tactical bounces and out of stock emergency hedges.