Deep Thoughts, By Bill Ackman
Bill Ackman did some thinking over the weekend, and like all great thinkers before him,
Walmart Plots ‘Super Intense’ Crypto, Metaverse Push, Filing Suggests
Walmart has designs on crypto. Literally. Filings with the US Patent and Trademark Office dated
Bears And Sea Monsters
I’ve adopted a demonstrably bearish cadence over the past several days. But not on purpose.
Meanwhile, In Tech: ‘Hey, I Bought Stuff That’s Going Down’
“Interest rates are a central focus of equity investors,” Goldman’s David Kostin said, in a
Something Wicked This Way Comes
It’s becoming more difficult to shake the feeling that something bad is about to happen
Is A Triple Recession Imminent?
“The best consumer news is behind us,” BofA’s Michael Hartnett wrote, in the latest edition
Inflation Kneecaps Sentiment As Faith In Policies Crumbles
Consumer sentiment deteriorated in early January as inflation worries proliferated and Omicron cases surged. The
Nightmare Before Christmas: US Retail Sales Plunged In December
Suddenly, the American consumer looks tired. Retail sales dropped in December by the most in
JPMorgan Results Underwhelm Amid Epic Bank Rally
US banks came into earnings season on a sugar high, catalyzed by higher yields and
China’s Pandemic Export Boom Pushes Surplus To Record
Headlines will doubtlessly (and rightfully) tout China’s record exports in 2021, but if you’re looking
Albert Edwards: ‘There’s Too Much Linear Thinking Out There!’
It won’t surprise you to learn that SocGen’s Albert Edwards isn’t particularly optimistic about the
Is The Fed Trade Exhausted?
If the bearish US rates trade was already tired, December’s cooler-than-anticipated read on PPI could
‘Cool’ Is An Extremely Relative Term
US producer prices rose half as much as expected in December, data out Thursday showed.
Topics Du Jour
Mainland shares in China dropped to a five-month low and dollar weakness remained topical as
A Recession To Save Democracy?
“Today’s report… demonstrates that we are making progress in slowing the rate of price increases,”
‘For Now,’ Americans Forced To Live With Inflation
Like COVID, Americans will apparently need to “learn to live with” higher consumer prices. Although
US Inflation Reaches 7%. Now What?
US consumer prices rose more than expected last month, hotly anticipated data showed. Headline CPI
Critical Takeaways From Cooling Chinese Inflation
Consumer prices and factory gate inflation rolled over in China last month, key data out
If The World’s On Fire, That’s Really Nothing New
Afternoon gains on US equity benchmarks belied a distressing hodgepodge of headlines strewn across the
A Decade And $5 Trillion Later
The Fed will normalize policy “as we move through 2022,” Jerome Powell told US lawmakers
Regular People Don’t Care
A panel of highly-qualified technocrats will use its “tools to prevent higher inflation from becoming
Behind The Nasdaq’s Wild Monday Reversal
On Monday afternoon, after another brutal selloff in US tech shares briefly pushed the Nasdaq
Kolanovic: Buy The Dip. Markets Can Handle Higher Yields
“Markets can handle Omicron and higher yields,” JPMorgan strategists led by Marko Kolanovic wrote Monday,
‘Minsky Moments Almost Certainly Await’
It’s now mostly impossible to avoid the 2018 comparisons when it comes to Fed policy.
Dot-Com Echoes As Rich Stocks Meet Fed Hawks
Constructive views remained constructive Monday and those known for occasionally adopting a cautious cadence did
Goldman Says Fed QT Starts In July, Sees Peak Omicron
Goldman joined the ranks of those predicting four Fed hikes in 2022, as Wall Street
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