A Month To Remember
November 2020 will go down in the history books for a variety of reasons. First,
November 2020 will go down in the history books for a variety of reasons. First,
[Editor’s note: The following excerpts are from a much longer piece by Kevin Muir, formerly
There was little in the way of fresh news in the market coming off the
Caution crept into global markets Thursday, as investors appear suddenly reticent after a month of
I guess we need to add a new term to the lexicon: “Uber Goldilocks.” You
Those who love a good “dethroning King Dollar” story will be excited to know that
Stop me if you’ve heard this one before: US equities were torn between encouraging vaccine
Blame the virus, blame lockdowns in Europe, blame positioning, or blame your favorite election narrative.
Nothing gets the crowd going quite like negative rates. “Perversion” is a term that invariably
“I’m buying the dip, who’s with me?!” If I frequented retail investor Reddit boards, I
“We are in a deep recession, yet the stock market has completely blown it off”,
Markets exhibited a desire to extend the pro-cyclical bent witnessed over the past couple of
A July jobs report billed ahead of time as a potential game-changer for a market
…and addressing potentially false narratives.
Markets wary as risks suddenly seem more real.
“The narrative of Main Street weakness versus Wall Street asset inflation is misleading”.
“Whatever we thought was okay is just simply not good enough”.
…this isn’t coming from someone who is by nature a bullish individual.
“The fever has finally broken.”
That “blip” is worth about $1.5 trillion – with a “t”.
“The arrival of Trump was an extension of Fox’s vision beyond media”.
What do you buy if “quantitative failure” comes calling?
Eye candy for the congregation.
…even as most folks seem wary of the nascent bounce off the May swoon.
“…at least optically.”
At least Bitcoin is doing well.
Finally, you know it’s a languid day when cryptos are back in the news
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