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Search Results for: tom lee

‘Well What If There Is No Tomorrow?’: Fed, Kushner, And Full Week Ahead Preview

July 23, 2017July 23, 2017

Ok, it’s Sunday evening at HR, and you know what that means…

Leave a Comment on ‘Well What If There Is No Tomorrow?’: Fed, Kushner, And Full Week Ahead Preview

“I’m The One Who Got Us Into This Mess,” A Brent Death Cross, And “The Day Before Tomorrow”

June 13, 2017

Today is all about tomorrow…

oil, OPEC1 Comment on “I’m The One Who Got Us Into This Mess,” A Brent Death Cross, And “The Day Before Tomorrow”

“As The Beast Sleeps, The Tendency Is Toward Complacency”

May 26, 2017

“Yet there are indications that the marketplace is growing comfortable, perhaps too comfortable, with the calm.”

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Dear FX Traders: Do Not Start Fucking With Thomas Jordan Tomorrow

April 22, 2017

Earlier we noted that the ECB is prepared to step in with emergency liquidity in

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Trump Wakes Up, Congratulates Patriots, Calls All Polls Fake, Says No Separation Of Powers, Goes Back To Sleep

February 6, 2017February 6, 2017

“Any negative polls are fake news.”

1 Comment on Trump Wakes Up, Congratulates Patriots, Calls All Polls Fake, Says No Separation Of Powers, Goes Back To Sleep

As Markets Sweat Wuhan Virus, Here’s Where The S&P Is Headed According To $740 Billion In AUM

January 21, 2020January 22, 2020

“Pneumonia apocalypse” wasn’t a box that was available to check.

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When Doves Try.

June 14, 2018June 14, 2018

This is what it sounds like.

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Bitcoin Rallies Again, Is Up A Lot This Week Because People Are Still Stupid

April 13, 2018April 13, 2018

Don’t forget, it’s a “disease.”

5 Comments on Bitcoin Rallies Again, Is Up A Lot This Week Because People Are Still Stupid

Morgan Stanley Goes Rogue, Is Bullish On Bonds Because Frankly, Consensus Is ‘Usually Wrong’

February 26, 2018February 26, 2018

“The wisdom of crowds has yet to grace itself on bond yield forecasters.”

4 Comments on Morgan Stanley Goes Rogue, Is Bullish On Bonds Because Frankly, Consensus Is ‘Usually Wrong’

Kanye Shrug.

January 19, 2018January 19, 2018

And that’s the week.

oil9 Comments on Kanye Shrug.

Is This The Scariest Bitcoin Chart Of Them All?

December 26, 2017

You can make of that what you will, but…

3 Comments on Is This The Scariest Bitcoin Chart Of Them All?

Much Ado About Nothing.

November 2, 2017

Not sure where the fireworks were but maybe you can point me to them.

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Powell’s Unlucky Fed Stares Into Default Oblivion

May 10, 2023May 10, 2023

Jerome Powell, officially the least popular Fed chair since Gallup began tracking public confidence in

2 Comments on Powell’s Unlucky Fed Stares Into Default Oblivion

Until The Jobs Are Done

April 30, 2023May 1, 2023

For the second time in as many policy meetings, the Fed will hike rates in

4 Comments on Until The Jobs Are Done

McElligott Flags Risk Of ‘Accident’ In 0DTE Behavioral Shift

April 25, 2023April 25, 2023

Short vol strategies have been profitable lately. “Grotesquely” so, in fact. The colorful description comes

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Reinventing Wheels

April 23, 2023May 2, 2023

“Is that ready?” It was 4:45 AM, or thereabouts. Kazakhstan had floated the tenge, and

9 Comments on Reinventing Wheels

Kolanovic: Market Risk-Reward ‘Heavily Favors Cash’

April 17, 2023April 18, 2023

“Markets often bottom before the end of a recession, but not before the beginning of

3 Comments on Kolanovic: Market Risk-Reward ‘Heavily Favors Cash’

Soft Landing Comes Back Into View Despite Bank Drama

April 8, 2023April 10, 2023

In the latest weekly+, I suggested that, for the first time this cycle, the incoming

5 Comments on Soft Landing Comes Back Into View Despite Bank Drama

Failing Banks, Persistent Inflation Promise Fun-Filled Week

March 26, 2023March 30, 2023

Markets will get an updated look at the Fed’s preferred inflation gauge this week. Spoiler

10 Comments on Failing Banks, Persistent Inflation Promise Fun-Filled Week

Warnings, Panic, Shock: SVB Collapse Shakes Nation

March 12, 2023March 13, 2023

“Our sense of the range of institutions under scrutiny is that any issues are finite

9 Comments on Warnings, Panic, Shock: SVB Collapse Shakes Nation

For Entertainment Purposes Only

March 9, 2023March 15, 2023

I suppose I should pretend to have something introspective to say about Joe Biden’s budget,

8 Comments on For Entertainment Purposes Only

US Home Price Growth Slows To 29-Month Low

February 28, 2023March 1, 2023

US home prices posted the smallest annual gain in 29 months in December, data released

7 Comments on US Home Price Growth Slows To 29-Month Low

‘No Limits’

February 22, 2023March 1, 2023

Just days after using the Munich Security Conference as a forum to deride the White

17 Comments on ‘No Limits’

Wanted: Selloff Catalyst In Lieu Of Profit Recession

February 13, 2023February 13, 2023

To some market participants, it probably feels like the earnings recession call (the “profit reckoning”)

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Chinese Aid For Russia Suggests Ukraine Is Deadly Dress Rehearsal

February 6, 2023February 6, 2023

One — perhaps the — key geopolitical question in 2023 is whether Moscow is overplaying

2 Comments on Chinese Aid For Russia Suggests Ukraine Is Deadly Dress Rehearsal

Exiles On Main Street

February 4, 2023March 11, 2023

“He lost his job during the pandemic and hasn’t tried to get a new one

9 Comments on Exiles On Main Street

‘Be Careful What You Wish For,’ Mike Wilson Warns. Again.

January 11, 2023February 5, 2023

“Be careful what you wish for,” Morgan Stanley’s Mike Wilson warned, “way” back in August.

5 Comments on ‘Be Careful What You Wish For,’ Mike Wilson Warns. Again.

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Monthly Letter+

  • Reinventing Wheels

    April 23, 2023May 2, 2023

Week’s News

Don’t Short A Bubble

May 25, 2023May 27, 2023

Nvidia Scores Historic One-Day Value Gain On ‘iPhone Moment’

May 25, 2023May 26, 2023

Man Who Downgraded America Weighs In On Debt Ceiling Drama

May 23, 2023May 24, 2023

Corporate America’s New Strategy: Just Say ‘A.I.’

May 22, 2023May 23, 2023

Debt Ceiling Crisis Spotlights Democracy’s Dilemma

May 21, 2023May 22, 2023

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    The Path To An A.I. Dot-Com Moment
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    'Good News'
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Recent Comments

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  • fredm421 on For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch
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Monthly Letters

Reinventing Wheels

April 23, 2023May 2, 2023

Lost At Sea

March 11, 2023April 29, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

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