‘Too Early For The Bunker’: Looking Ahead To 2022
It’s too early to retreat into your backyard doomsday bunker. In general, but also vis-à-vis
Bon(d)fire
An already tough day for bonds was made worse by a 30-year sale that “boasted”
Scorching US Inflation Report Is Total Disaster
US consumer prices rose far more than expected in October, closely-watched data out Wednesday showed.
Meanwhile, In China
Anything perceived as reducing the odds of incremental monetary accommodation is bad. That simple lesson
Maybe It’s Not Totally Crazy
On so many levels, the ongoing surge in equities (and particularly US equities) seems patently
Speculative Assets In ‘Peak FOMO’
For months, market participants were infatuated with the idea of “peak growth” and “peak profits.”
A Hot Topic. Figuratively And Literally
Anyone looking for incremental information in Tuesday’s PPI report for October was disappointed. Producer prices
Who To Blame For Retail Mania Flagged By Fed?
I have no idea why anyone takes the Fed’s semi-annual financial stability report seriously. Mark
‘Animal Spirits’ Spotted In Never-Ending Stock Rally
“Bear” is an extremely relative term these days when it comes to equities. To say
Maybe There’s No Such Thing As ‘Economics’
Richard Clarida reckons the conditions may be right for the Fed to start hiking rates
‘Concentration Risk’ In S&P 500 Has Never Been Higher
Earnings from America’s tech behemoths were widely described as “mixed” for the third quarter. The
Why Elon Musk’s Tesla Twitter Poll Matters
When Tesla was added to the S&P 500, those inclined to fret about market integrity
The Economics Of Repulsion
Since everyone is competing for the same fraction of our (limited) attention, sooner or later
Record Highs Every Three Days (And More Stock Superlatives)
“Stocks could soar to new heights in the week ahead,” someone at CNBC reckoned, as
Inflation Week! Again
It’s inflation week in the US, which means finance-focused social media will ready their best
China Logs Record Trade Surplus Amid Ongoing Export Boom
The Chinese economy may be beset by a laundry list of vexing concerns, but external
Were You Invited To The ‘YOLO Feast’?
If someone invited you to a “YOLO feast” and you weren’t familiar with pop culture
Buffett Out Of Ideas For $150 Billion Cash Mountain
I say it every quarter: They always sneak up on me. “They” means Berkshire weekends.
A Reality Check For Americans On Infrastructure Weekend
“Generations from now, people will look back and know this is when America won the
Gravity, Weaponized Gamma And A ‘Dysfunctional Mess’
Table-pounding pundits and agonizing analysts found themselves in a familiar position on Friday afternoon: Staring
Americans Just Don’t Care Anymore
October’s US jobs report was solid, but businesses are still struggling to find workers. Like
Tesla Exhibiting ‘Classic Asset-Vol Positive Feedback Loop’
Via Alpha Exchange. Get the podcast here It looks like there is a little “GameStop
Crucial US Jobs Report Comes Up Goldilocks
The US economy added 531,000 jobs in October, the government said Friday. It was the
Spoiled And Spurned
US and global equities came into Friday poised for a fifth consecutive weekly gain. For
The One Where We All Get Rich At The End
Taking financial leverage is probably an imprudent decision, especially if it is used with the
12 Gallons Of Milk
It’s a broken record, but so is everything these days. Global food prices rose again
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