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Category: Weekend

Goodbye Goldilocks

October 29, 2020November 1, 2020

The prospect of Republicans holding the Senate and proceeding to block Democratic spending proposals was

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7 Comments on Goodbye Goldilocks

Watching, Waiting, Hoping

October 25, 2020October 26, 2020

Traders are staring down a data-heavy week ahead of Election Day in the US, as

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Leave a Comment on Watching, Waiting, Hoping

New White House Outbreak Undermines Trump Message In Final Week Of Campaign

October 25, 2020October 25, 2020

Marc Short, Mike Pence’s chief of staff, tested positive for coronavirus on Saturday. The news

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8 Comments on New White House Outbreak Undermines Trump Message In Final Week Of Campaign

No, A Capital Gains Tax Hike Under Biden Won’t Be The End Of The World, Goldman Says

October 24, 2020October 25, 2020

A couple of weeks back, JPMorgan’s Nikolaos Panigirtzoglou weighed in on the possible ramifications for

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4 Comments on No, A Capital Gains Tax Hike Under Biden Won’t Be The End Of The World, Goldman Says

Analysis Versus Propaganda: Whose ‘Plan’ Is Really Better For The World’s Largest Economy?

October 24, 2020October 25, 2020

During the second (and, mercifully, the last) US presidential debate, Donald Trump delivered a characteristically

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1 Comment on Analysis Versus Propaganda: Whose ‘Plan’ Is Really Better For The World’s Largest Economy?

Stephanie Kelton Explains Taxes, Debunks National Debt Myth, Talks Dollar Depreciation

October 24, 2020October 25, 2020

Stephanie Kelton needs no introduction. The face of Modern Monetary Theory in a world suddenly

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27 Comments on Stephanie Kelton Explains Taxes, Debunks National Debt Myth, Talks Dollar Depreciation

Nomura’s McElligott On October As The Anti-Status Quo And The ‘New’ Election Tail Risk

October 23, 2020October 25, 2020

October’s action in rates and associated thematic expressions in equities represent a “reversal” of the

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8 Comments on Nomura’s McElligott On October As The Anti-Status Quo And The ‘New’ Election Tail Risk

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 27, 2023

We’re Scaring Ourselves Into Bank Runs Now

March 24, 2023March 26, 2023

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 24, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

Most Read

  • Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
    Bonds Doubt Their God. 'Stocks Are Next,' Wilson Warns
  • Great American Deposit Debate Spotlights Legislative Gridlock
    Great American Deposit Debate Spotlights Legislative Gridlock
  • Let's Argue About Student Debt Some More
    Let's Argue About Student Debt Some More
  • Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
    Interview That Collapsed Credit Suisse Costs Saudi Financier His Job
  • Recession 'Here In A Few Months'
    Recession 'Here In A Few Months'

Recent Comments

  • John Banjo on Recession ‘Here In A Few Months’
  • T-Dog on Layoffs Won’t Solve This Inflation Problem
  • ChgoDave on Unbothered By Bank Runs?
  • Wave Dash on America’s Housing Bubble Flies South For The Spring
  • derek on Let’s Argue About Student Debt Some More

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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