Nobody Is Bearish As Plunging Cash Levels Show Investors All-In
There was quite a bit of taper tantrum talk Tuesday, as US yields hit the
The VIX Is Still Screaming ‘Accident,’ Nomura’s McElligott Cautions
US electricity markets grappling with a vicious deep-freeze aren’t the only places where a supply/demand
Here’s A Balloon Because Empire Prices Hit A Decade High
The market scarcely needed any additional reason to fret over imminent inflation. Or, if you’re
(No) Power To The People
America’s “energy crisis” continued to grab headlines Tuesday, where “crisis” just meant (and forgive me
Is Any Of It Real?
Equities are having a good run. Perhaps you noticed. Thank the now ubiquitous reflation narrative.
Gods Gone Wild: Musk, Putin And Dogecoin
Late last month, when Elon Musk was busy doing the same things he’s doing right
Exceptions
“Texas isn’t well prepared for unusual Arctic weather,” a hilariously understated bullet point from a
What Markets Want (Last Train To Tuckahoe)
Retail sales will be the marquee data point in the US this week. It would
For One Bank, This Is ‘The $3 Trillion Question’
In “Epic, Extreme Analogs’ And Ostensibly Stingy Banks,” I speculated about what might happen in
Bitcoin Nears $50,000 48 Hours After Taleb Calls It A ‘Failure’
Bitcoin looked poised to hit $50,000 on Sunday because… well, to tell you truth, nobody
The Reality Behind Donald Trump’s Second Acquittal
The Senate voted to acquit Donald Trump on Saturday, closing the book on one of
‘Epic, Extreme Analogs’ And Ostensibly Stingy Banks
A dozen years of “money printing” and debt monetization created a lot of things, but
What Virus? Corporate Profits Surpassed Pre-Pandemic Levels In Q4
The pandemic is over according to corporate earnings in the US. Or at least that’s
Fine, But Who Will Make The Pizza?
Now, I’ll write the article I meant to write at noon on Friday. Sometimes, when
Record Stock Inflows (Gibsons In The Bar Car)
Is this the top you’re looking for? Maybe. Equities just witnessed their largest inflow on
People Without Money Worried About Finances, Data Reveals
Consumer sentiment disappointed expectations in Friday’s only notable economic data release. This isn’t surprising considering
Who Needs Free Candy?
Global equities (figure below) will be happy to see the curtain close on this week,
Bumble’s Billions And Tilray’s Finest
I don’t remember when it was. A few months ago, maybe. Sometime before I decided
Regulators Eye GameStop Fiasco In Multi-Agency Probe
Soon, America will be subjected to congressional hearings on the GameStop saga, apparently featuring a
The Children Are Starving
On behalf of the millions of children currently living in poverty in the US, allow
Nomura’s McElligott: This Is ‘The BIG Thing We Need To Watch For’
Investors are increasingly prone to grabbing for upside index exposure. It was cheap (previously, folks
Jobless Claims Higher Than ‘Expected’ Because Deep, Dark Recession
793,000 Americans filed for unemployment benefits last week, more than expected. The last three weeks
It Is What It Is, Apparently
Equities were “broadly neutral” with the rally “on hold,” one headline read early Thursday. Implicit
Thanks, Tesla. Corporate America Grapples With Balance Sheet Bitcoin
“You’re going to see every company in America do the same thing,” Mike Novogratz told
JPMorgan Sees New Commodity Supercycle
Late last month, JPMorgan’s Marko Kolanovic warned on a possible tail risk associated with what
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