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Category: weeks news

Kolanovic: Stock Rally ‘Makes Little Sense For Rational Investors’

April 3, 2023April 6, 2023

JPMorgan’s Marko Kolanovic worries investors are exhibiting signs of irrationality. “For a rational investor, we

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Cartel Business

April 3, 2023April 4, 2023

OPEC+ managed to engineer a modest spike in crude prices after blindsiding markets with a

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10 Comments on Cartel Business

‘Death Zones’ And The Trillion-Dollar Liquidity Narrative

February 20, 2023February 21, 2023

In his latest note, currently making the proverbial rounds, Morgan Stanley’s Mike Wilson channeled Jon

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7 Comments on ‘Death Zones’ And The Trillion-Dollar Liquidity Narrative

2023’s ‘Most Mispriced Tail Risk’

January 30, 2023February 4, 2023

It’s unlikely that anything Jerome Powell has to say on Wednesday, following the conclusion of

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16 Comments on 2023’s ‘Most Mispriced Tail Risk’

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Monthly Letter+

  • Reinventing Wheels

    April 23, 2023May 2, 2023

Week’s News

Don’t Short A Bubble

May 25, 2023May 27, 2023

Nvidia Scores Historic One-Day Value Gain On ‘iPhone Moment’

May 25, 2023May 26, 2023

Man Who Downgraded America Weighs In On Debt Ceiling Drama

May 23, 2023May 24, 2023

Corporate America’s New Strategy: Just Say ‘A.I.’

May 22, 2023May 23, 2023

Debt Ceiling Crisis Spotlights Democracy’s Dilemma

May 21, 2023May 22, 2023

Most Read

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    Prospectors, Gamblers And Golden Tickets
  • 'Less Cash To Propagate Financial Assets': JPMorgan Warns On Liquidity
    'Less Cash To Propagate Financial Assets': JPMorgan Warns On Liquidity
  • 'Good News'
    'Good News'
  • The Path To An A.I. Dot-Com Moment
    The Path To An A.I. Dot-Com Moment
  • For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch
    For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch

Recent Comments

  • Alex on ‘Good News’
  • RIA on ‘Good News’
  • fredm421 on Soooo, Stagflation It Is Then?
  • fredm421 on For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch
  • fredm421 on Americans Refuse To Stop Spending As Inflation Rises In Worrying Data

Monthly Letters

Reinventing Wheels

April 23, 2023May 2, 2023

Lost At Sea

March 11, 2023April 29, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

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