Now It’s The IRGC’s Turn To Take The Win
“I took their ship.” So said Donald Trump on Monday during a phone interview with
Two Things: Breadth And Revisions
Two things: Bad breadth and an anomalous revisions trajectory. Early Monday, I spent some time
New Stock Records Are Justified. But Don’t Read The Fine Print
Remember: Geopolitical conflict only matters for equities if investors — as distinct from traders —
Speculation, Propaganda Rampant As Iran Ceasefire Clock Ticks
A spokesman for Abbas Araghchi’s foreign ministry said Monday that Iran wasn’t especially inclined to
Rekindled Stock Bull Is Hostage To War Headlines
Data wise, this’ll be a slow week for the world’s largest economy. There’s just one
Peace Or No Peace?
Bagher Ghalibaf, “former” IRGC brigadier general, current parliament speaker and Iran’s de facto head of
Trading ‘Crazy’
One of — perhaps the highest — hurdle to successfully trading Donald Trump’s policy machinations
Strait Down, Strait Up
Remember when Iran was going to keep the Strait of Hormuz closed indefinitely? No? Me
Weekly: ‘TDS’ Is Real
“TDS” is a real disorder, even if expanding the initialism suggests the “disease” detectives who
‘The Macro Says Cuts Not Hikes’
You can’t pass higher energy input costs on to households when consumer sentiment’s the worst
Albert Edwards Is Doubly Bearish
Albert Edwards is bearish. On stocks, of course. But on bonds too. His dour outlook
Meanwhile, Under The Hood…
Modern market structure isn’t something a lot of investors, or even traders, truly understand, and
Hate-Sold Growth Stocks May Still Be Bargains
Is it time to buy growth stocks? Maybe I should rephrase in light of new
China’s Economic Bifurcation Worsens
“The international order is crumbling into disarray,” Xi Jinping complained this week. I’d call that
The Buyers Were Higher
Don’t say it wasn’t predictable. Because it damn sure was. No, this isn’t another “I
US Homebuilder Depression Enters Second Year
Surprise: Homebuilder sentiment in America remains deeply depressed. An update on the NAHB’s builder mood
Wall Street’s War Windfall
Volatility can be a good thing if you’re in the business of providing liquidity, making
BofA Says Did Pretty Swell Last Quarter
It was a banner quarter for BofA’s stock traders. Like their counterparts at Goldman, Brian
Like It Never Happened. (Death And Destruction Aside.)
“I think it’s close to over, yeah.” So said Donald Trump while chatting about the
Is It Over Yet?
This could be irrelevant by the time you read it. Armageddon’s always just one errant
US Wholesale Inflation Much Cooler Than Feared
Wholesale inflation in the US ran at just half the expected monthly rate in March,
Iran War Blows Up Professional Investor Sentiment
Donald Trump’s war with Iran triggered a surge in a survey measure of professional investors’
JPMorgan Beats. Dimon Flags Risks, Says He’ll Manage Them
JPMorgan beat estimates on more or less every key line in Q1 results released Tuesday.
Bonds Are In 2026 What Stocks Were In 2008
Who wants bonds? Still nobody. They don’t work in the “new” old normal. War, macro
Stocks Are The ‘Vigilantes’ Now
It used to be the bond market that bullied politicians and policymakers into pivots. Now,
Existing Home Sales Crumble, Outlook Cut On Higher Rates
Not surprisingly, existing home sales in the US posted a meaningful decline in Monday’s lonely
Blockade Day
“Since this war started, nothing makes sense.” So said Margarita Robles, the Spanish defense minister
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