‘We Are Dying’: Calls For Modi Resignation As India Faces ‘Staggering’ Epidemic
More than a million people could be dead from COVID in India by the end
‘Jay And I Could Never Be Made’
Since the day she was tipped as Joe Biden’s Treasury Secretary, I’ve joked (or not)
Marko Kolanovic: Most Portfolios Are Vulnerable To ‘Inflation Shock’
“If one stretches rubber too long, it eventually snaps,” JPMorgan’s Marko Kolanovic wrote Wednesday, in
‘Inflationary Pressures By No Means Confined To Manufacturing’
Like its manufacturing counterpart, ISM services missed expectations for April. At 62.7, the headline was
US Private Employers Add Most Jobs Since September
Private employers added 742,000 jobs in April, ADP said Wednesday. That was below consensus. The
Joke’s On You
Don’t say you weren’t handed a dip to buy. Or a falling knife to catch.
Beautiful Bombast
Oh, the bombast! The wonderful, wonderful bombast. Selling “gripped” US equities on Tuesday. Tech shares
McElligott: Tech Is ‘Epicenter For How Index Movement Could Get Weird’
While consensus seems united around the notion that buying any and all dips in equities
Quick! Somebody Save This Place
“By the way, these presidents didn’t lead the changes as much as they were chosen
Buy Any Dip (Is What They’re Saying)
If you see a dip, buy it. That’s one takeaway from JPMorgan’s Mislav Matejka, who
Street Level
If you had any doubts as to whether the demonstrable economic progress the US has
So Much For ‘Herd Immunity’
COVID-19 isn’t going away. Increasingly, that’s the consensus among experts, many of whom believe that
‘Delhi Needs Oxygen’
The growth narrative is starting to crack for India. Over the weekend, the country became
Price Pressures, Price Pressures, Price Pressures
In a somewhat unexpected turn for an economy hitting on all cylinders, ISM manufacturing posted
More Than A Sugar High
US equities came into May looking to build on last month’s gains, propelled by a
Bubble Tales
Last week, I conceded that the US housing market is probably a bubble. “Conceded” not
Ray Dalio And The Biden = Roosevelt Analogue
Admittedly, I have a difficult time editorializing around Ray Dalio’s missives these days. Ray seemingly
Folks Gotta Eat
Market participants will digest top-tier US data this week, with April payrolls headlining. Consensus expects
Weekend At Berkshire’s
They always sneak up on me — “they” means Berkshire weekends. Invariably, I’m relaxing on
Spend It If You Got It
America’s largest corporations are beating analysts’ profit estimates at a rate not seen in at
Tomorrow’s Crisis
US equities headed into May coming off their best month since the election and analysts
Collateral Damage: Technology And The Theft Of History
In contrast to capital, humans are well aware of certain costs. For although we care
Gator Watching
One of the most amusing (some folks wouldn’t use that adjective) things about scrolling through
Long Inflation
The “trade of 2021” has been long copper (+27.9%) and short the 30-year Treasury (-13.8%),
Stimmy! And Leon, The ‘Fully Invested Bear’
Did you get your “stimmy?” Some folks sure did. Personal incomes rose 21.1% in March,
Double Dip
A rather glaring transatlantic divide opened up in the first quarter, as the eurozone succumbed
Exciting, Dynamic, Price-Setting Mechanisms
Another session in paradise found US equities dawdling, or “chopping around,” if you prefer to
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