With markets on tenterhooks for an update that passes for authoritative vis-à-vis the efficacy of
Category: Uncategorized
The Girl With The Black Lab
Serendipity is a funny thing. The Merriam-Webster definition is “the faculty or phenomenon of finding valuable
2 Americas And The Final Pre-Election Jobs Report
In the new week, markets will navigate top-tier data, geopolitical drama, and domestic discord in
Tyson Delivers Shrill Warning. Says Food Supply Chain ‘Breaking.’ Shortages, Mass ‘Depopulation’ Imminent.
“Millions of animals – chickens, pigs and cattle – will be depopulated.”
Morgan Stanley’s Sobering COVID-19 Call: ‘This Is Far From Over’
“…recovering from this acute period in the outbreak is just the beginning, not the end”.
ISM Manufacturing Jumps Back Into Expansion For First Time Since July
…no matter how fleeting the bounce may prove.
Trump’s Japan Jaunt Is A Child’s Presidential Fantasy
Augustus Gloop diplomacy.
‘Me, This Donald Trump’ Got A Wee Bit Off Track On Thursday While Discussing ‘Medical Billing’
At least he covered a lot of ground.
Goldman: ‘In Other Words, The Easy Money Has Been Made’
“…we believe risk appetite is unlikely to turn positive”.
Is This Still A Bear Market?
What does it all mean?!
‘Chair Powell, You Have A Call – It’s Donald Trump’…
All you can do is laugh.
April Fools And The Teleportation Of Volatility
Is the kind of euphoria we saw on Monday justified?
On Simultaneous Surges.
When it all goes right.
Nomura’s McElligott Waves ‘Goodbye To March Pullback Window’, Says ‘Hello To ‘April Party Time’
With a caveat (or three).
Center Stage: Full Week Ahead Preview
No pressure.
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!”
