We Built A ‘Doomsday Momentum Machine.’ Now It’s Blowing Up
During the vicious, tech-led selloff that wiped away a fleeting, post-FOMC bounce in US equities,
Search Results for: Cathie Wood
Mispriced Duration And The ‘Otherside’ Of Rising Rates
“Facebook and PayPal seem to have reached valuations attractive to GARP investors and even some
2022’s Early Market Test ‘Just The Start,’ One Bank Says
If you wanted to adopt a constructive view (and where’s the fun in that, right?),
The ‘Ultimate Pain Trade’
No one is talking about the inevitable dovish pivot. Or almost no one, anyway. In
Prepare For Liftoff
“Prepare for liftoff.” That’ll be the message from the January Fed meeting and what’s sure
One Bank’s Stark Warning: ‘It Is Not Looking Pretty’
Given the overtly inauspicious character of recent market developments, a cautious cadence is warranted. I
Gravity
When viewed through the lens of real rates, it’s hardly surprising that any and all
When Every Trade Is A Crowded Trade
When the headlines start to get repetitive, it usually means everyone’s on the same side
Fever Pitch
Wall Street marked an inauspicious start to a holiday-shortened week. Treasurys were heavy throughout the
Fed Speculation In Overdrive Leaves Markets In Limbo
The US data calendar is sparse in what’ll be a holiday-shortened week dominated by Fed
Meanwhile, In Tech: ‘Hey, I Bought Stuff That’s Going Down’
“Interest rates are a central focus of equity investors,” Goldman’s David Kostin said, in a
Kolanovic: Buy The Dip. Markets Can Handle Higher Yields
“Markets can handle Omicron and higher yields,” JPMorgan strategists led by Marko Kolanovic wrote Monday,
Rates Tantrum Pulls ‘Year-End’ Forward By 51 Weeks
One amusing — if somewhat trite — takeaway from last week’s fireworks in the bond
Rate Shock Shakes Wall Street Money Tree
The 2022 rates shock is here. Already. Maybe it’ll be gone before most market participants
‘Our Strategy Is Our Strategy’
It’s time to sell the rips in tech. Hold that thought. “So, if you’ve never
‘Uninvestable’ Chinese Tech Stages Ridiculous Comeback Rally
Chinese tech shares surged a second day Tuesday, bolstering global risk sentiment and (finally) rewarding
Xi Burns It Down: Hong Kong In Bear Market, Tech Wiped Out
The Hang Seng fell into a bear market Friday amid another steep decline in Chinese
Fireworks
The Didi drama and another OPEC+ impasse provided for some post-US holiday fireworks on Tuesday.
Which Analogue Do You Prefer?
Inflows to global equities continued apace over the last week, despite considerable “chop” across stocks
‘Something May Be Up’
Through Tuesday of this week, US equities and TLT had moved in the same direction
‘Totally Fixated’
The inflation situation got real Wednesday, as April’s hotly anticipated CPI numbers came in… well,
‘Perfect Storm’: McElligott On Tech Selloff, ARK ‘Feedback Loop’
A decade (plus) of what may as well have been one-way price action in tech
Royale With Cheese
Although Friday’s jobs miss may help growth stocks stabilize in the near-term, recent weakness in
‘So-Called’ Bubbles
“Asset prices may be vulnerable to significant declines,” the Fed reckoned, in its semi-annual financial
Complications, Froth And The Jackson Hole Whale
“Severe complications.” Those were the words a spokeswoman for the German government used Thursday to
A Quarter For Your Thoughts
The first quarter of 2021 had no chance of one-upping the first three months of
The Most Important Auctions In Recent Memory
“There’s no deep loyalty to most of the reopening names,” one CIO told CNBC on
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