Search Results for: buybacks
Trump, Machines And Markets: A Willing Suspension Of Disbelief
“Deal with it.”
On Christmas Day, A Desperate Trump Begs America To Buy The Dip In Stocks
“Make BTFD great again”.
Mike’s Back: Analyst Who Predicted Tech ‘Rain Storm’ Releases 2019 U.S. Equity Outlook
The man with the plan.
The Press Knows What Will Cause The Next Crisis, And It’s Corporate Debt
“For financial journalists, pinpointing the source of the next meltdown is no easy task. The ones who did so pre-2008Â were few.”
Beware The ‘Tightening Tantrum’ And Fear The ‘Lights-Out’ Trade
Before you get too swept up in the prospects for a squeeze higher in equities into year-end, don’t forget this…
Bad Omen: The Buyback Trajectory Is Slowing
Ok, it’s time for an update on the corporate bid for U.S. equities.
If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…
“This is unsustainable.”
In This Market, ‘Fear’ Has A Split Personality
The strange case of Dr. Jekyll and Mr. Hyde.
Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’
“…there is an elevated risk of market reversion into year-end.”
More Tax Cuts, Midterms And The History Of ‘Exogenous Macro Shocks’
Remember, prediction markets haven’t been the best guide over the past several years.
Marko Kolanovic: Systematic Flows Largely Explain This Week’s Price Action
“Many macro fundamental narratives were presented to explain the price action the past week, but”…
Peak Earnings?
As good as it gets.
‘Rolling Minsky Moments’ And ‘Pseudo-Stability’: Revisiting The Avalanche
On Thursday morning, following the systematic unwind that precipitated the worst day for U.S. stocks
Reality Versus Market Agitprop: Did Everyone Really Turn Bearish On Wednesday?
There seems to be some misinformation circulating on Friday afternoon.
Kolanovic Weighs In After Selloff: 70% Of Systematic Selling Is Behind Us
“This risk is now balanced, and can turn into a positive impact”.
Good News: Norway’s $1 Trillion Wealth Fund Is Getting Fresh Cash Injections
There’s nothing like oil money.
Goldman: S&P EPS Growth Will Flatline In 2019 If Trump Goes All In On China
To say the market got a “reprieve” from trade frictions this week wouldn’t be entirely accurate…
Too Much Finance
It’s heartening to see mainstream economists advancing from broad-brush findings that Too Much Finance is bad to more finely detailed accounts of how it’s bad.
Trader Asks: How Long This ‘Cleanest Dirty Shirt’ Thesis Really Run?
“My bet is that on a relative basis, there are other shirts to buy.”
Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant
“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.
Surely someone will find this “enticing”…
These Four Charts Illustrate American Exceptionalism In 2018
Somehow, this will resolve itself.
The Mirage.
So that’s a rather odd juxtaposition, isn’t it?
Here Is Goldman’s ‘Cross Currents’ List For The S&P This Fall
For what it’s worth…
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