US Blames Bin Salman For Khashoggi. Will Punish Some Other People
More than two years after dissident journalist and Washington Post columnist Jamal Khashoggi was murdered
Here’s What Stimulus Did For Incomes In January
Given the backdrop, it was doubtful that market participants were inclined to read too much
In Bond Tantrum, Markets Argue For Their Own Extinction
“So much of the rally in equities was built on easy money,” Bloomberg’s Eddie van
Harley Bassman Presents: ‘Seeking Treasure with Convexity’
And while I am being honest, let me further reveal that my membership in the
Idiocy And The Art Of Getting Lost
This brings us closer to answering the nagging question that just won’t go away: Why
Spooked Market Turns To ‘Bogus’ Convexity Narrative Amid Bond Rout
The red-hot US housing market (the “giant flaming marshmallow,” as I’ve called it), may be
Coinbase To Go Public With $100 Billion Valuation, No Address
Coinbase is going public in a direct listing. And why wouldn’t it? I’m a simple
Albert Edwards Says MMT ‘Captured’ Biden, Warns Of Stock ‘Riot’
A few weeks ago, while describing a meeting at the White House between Joe Biden,
Jobless Claims Fall, But Remain Embarrassingly High
In a welcome reprieve, US jobless claims fell sharply last week. 730,000 Americans filed for
Playing The Real Game
The “memes” are back. GameStop and other manifestations of last month’s Reddit mania started grabbing
Marko Kolanovic Finds A Bubble – In The VIX
Marko Kolanovic says the VIX is “bound to decline.” In a Wednesday note, Kolanovic blamed
Bank On It
It’s good to be the bank. You know, just in a kind of general sense.
Critical Systems
Some of the Fed’s critical systems went down on Wednesday. But not the ones that
A Half-Million Dollar Home Is Where The Heart Is
Don’t count the “bubble” burst just yet. While some recent evidence (both anecdotal and otherwise)
Raiders Of The Lost ARK
They’ll turn on you fast. Anyone who’s ever enjoyed even a modicum of success involving
Exchange Rate
European and US equities appeared largely inattentive to a selloff in Asia Wednesday. In Hong
‘Dip’pin Dots
“I would be surprised if there was support in the Republican caucus if the bill
Ho-Hum. Buy The Dip
I’ve said it before and I’ll say it again: Jerome Powell isn’t the best communicator.
‘Tesla Risk’
I hesitate to weigh in on this, partly because the situation can turn around so
Nomura’s McElligott On A ‘Messy’ Nasdaq Amid Duration Drama
“This further acceleration in the rates selloff is re-triggering the same point I’ve made in
Another Bank Raises S&P Forecasts On ‘Strongest GDP In 35 Years’
“With the economy reopening, stimulus abundant, and Fed policy uber-accommodative, it is no surprise that
‘Are We In A Stock Market Bubble?’ Ray Dalio Answers
Are we in a stock market bubble? Asking for Ray Dalio. At this juncture, I’m
Trending Topics
If you ask Elon Musk, man whose company bought $1.5 billion worth of Bitcoin for
Price Pressures Abound
Although one imagines next month’s survey will be more “interesting” given that it will presumably
How Much Repricing Is Allowed?
Germany is poised to authorize billions in additional debt-funded virus relief spending, sources said Monday.
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