Gods Don’t Bleed (But Albert Edwards Isn’t So Sure)
Don’t doubt the gods. That was the lesson learned over the summer of our discontent,
Don’t doubt the gods. That was the lesson learned over the summer of our discontent,
“Long US Tech” was identified as the most crowded trade in the world for the
With expectations for a Democratic sweep becoming more entrenched by the day, market participants with
It probably won’t surprise you to learn that the S&P 500’s entire gain in 2020
On Friday, Goldman suggested that Joe Biden’s tax plan has the potential to accelerate any
US equities struggled Friday as the Trump administration introduced fresh uncertainty into an already fraught
In the midst of rampant uncertainty, Goldman’s cross-asset strategy team this week upgraded equities to
If there’s a “method” to someone’s “madness”, is it still “madness”? That’s a question the
“Sometimes you have to make them feel the heat if they don’t see the light”,
The coronavirus crisis and attendant recession are nobody’s “fault”. That’s a common refrain, and it
“Despite” is a word that gets bandied about quite a bit these days. For example:
Overall, consumers are feeling about the same now as they were a few weeks back,
It was nobody’s idea of a “good” day. The worst economic downturn since the Great
All did not feel “right” in the world Thursday, despite Jerome Powell’s assurances that the
Morgan Stanley joined Goldman Sachs in reporting what might be described in some corners as
Market participants sleepily adrift or otherwise mired in the summer doldrums will be compelled to
“If you don’t think that the mechanical processes that have been worked out over the
“…while some might contend earnings forecasts remain too high, we would argue otherwise”.
“…the odds aren’t in investors’ favor”.
At a basic, common sense level, it really is silly.
“At what point does the stark disconnect between Wall Street and Main Street become a political embarrassment”?
“…these differences mean we cannot expect the sort of V-shaped recovery seen after the SARS outbreak.”
“The stuff that can grow”.
“CIOs expressed varying degrees of concern.”
The summer fade, and a possible bounce thereafter.
Choose wisely.
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