Is Direct Lending The Next Subprime? Goldman Says Probably Not
Another “some worry” story.
Another “some worry” story.
“The author does not believe markets will come back to the ‘good’ Trump story anytime soon.”
Frantic rallies, tactical bounces and out of stock emergency hedges.
All in all, not a bad day.
Who needs “facts”?
Fear is self-reinforcing.
It’s over for Trump.
Putting some nuance on Jim’s “fragility” warning and “chasing tail” with Goldman.
“A new perspective on monetary policymaking in the post-crisis world.”
Right up until Wednesday at lunchtime, there was a lot of fear out there.
This is a big week.
“For financial journalists, pinpointing the source of the next meltdown is no easy task. The ones who did so pre-2008 were few.”
Good luck – you’re going to need it.
“A few participants expected that policy would need to become modestly restrictive for a time.”
“For all practical purposes, such liquidity should be expected to evaporate entirely.”
It’s not all bad news. But it’s not all good news either.
Monday was a train wreck from start to finish.
Needless to say, it’s probably prudent to reserve judgement on whether we’re out of the proverbial woods…
I’m not entirely sure what to make of the commentary on this. There’s no “right” way to write about it. It’s almost a “see no evil, hear no evil, speak no evil,” type of deal.ÂÂ
“Historical evidence suggests that D/EV ratios at 60% or higher lead to a material jump in expected credit losses.”
Is monetary policy in the US (or in any other major, advanced economy for that
“Mornin’ sunshine.” She smirked. I picked her up at the Starbucks attached to the Tuckahoe
A Commentary by Harley Bassman (Twitter: @ConvexityMaven) On March 16, 2021, I offered that “it
I’ve offered the snark that “life is transitory,” which, while true, isn’t helpful. A cohort
I said it a half-dozen times since June if I said it once. And I
We are witnessing a renaissance at the intersection of mathematics, computer science, and finance, and
While ETH and BTC seemingly aim to solve different problems – one can view ETH
You must be logged in to post a comment.