No, Poor Americans Aren’t Rich Now
I don’t want to be too abrasive about this, but it needs to be said
What’s Next For Gaza (Nothing Good!)
“They’re going to disarm. If they don’t disarm, we’ll disarm them.” (Narrator: They’re not going
Hope Floats For America’s Forlorn Homebuilders
The homebuilders are feeling better. With the caveat that “better” is even more of a
‘You Can’t Do This In A Nation Of Laws’
“You can’t do this in a nation of laws.” Said everyone who’s so far failed
Maoist Malaise
The thing that’s great about strict autocracies is… well, nothing. Nothing’s great about uncompromising authoritarianism,
Yes, Scott, Trump’s Scared Of The Stock Market
The Trump administration’s not going to let a stock market decline get in the way
Morgan Stanley Wins Stock-Trading Bragging Rights With 35% Surge
Morgan Stanley’s supposed to shine in stock trading. It’s tradition. But like the Winter Hill
Boring BofA Just Had A Really Good Quarter
“Revenues grew at a much faster rate than expenses,” Brian Moynihan said Wednesday morning, in
Risk Taking And Sell Signals
Strange as this sounds, a fixture of the equity melt-up to a succession of new
You Buy Bubbles, You Don’t Short Them
This isn’t investment advice, but for the hundred millionth time: You don’t short bubbles, you
Shipping Problems
“Don’t worry about China. It will all be fine!” That joke probably isn’t going to
Parsing The Nuance Of Goldman’s Record Quarter
You already knew it was going to be a decent quarter for Goldman. Dealmaking’s back
JPMorgan Beats On Nearly Everything. Dimon Says Prepared For Literally Anything.
JPMorgan kicked off big bank earnings Tuesday with a top-line beat, a bottom-line beat and
TACO Alpha
TACO. Who wants TACOs? I’m referring, of course, to the acronym for “Trump Always Chickens
Beware The Jabberwock
“These things have gotten so complex you need the whole thing,” Sam Altman said Monday,
De-Coupling? No Problem
Vandelay Industries had a solid month in September, trade data released on Monday suggested. Indeed,
Only The Dead
“You know what would be great? If we could make a peace deal with [Iran].”
(Do Fear) The Reaper
Life could get “tough,” particularly for the world’s have-nots, in the event of a “sharp
Gold To $6,000?
Gold bulls, like Bitcoin bulls, tend to be an excitable bunch prone to wild extrapolation.
China Hits Back At Trump, Risking New Escalation Phase
World peace. That’s why China had to institute new, sweeping controls on exports of rare
Weekly: The Stock Rally Has A SPOF Problem
The stock rally has a SPOF problem. Several of them, actually. Fewer than 10 US
Well, Hello Bear!
As a previously bulletproof equity market careened lower into the US afternoon on Friday, CNBC
‘Sinister,’ ‘Hostile’ Moves
Somebody’s mad about being snubbed for the Nobel Peace Prize. Donald Trump on Friday lost
Americans Still Deeply Depressed. Rich Stock-Owners Less So
If you own stocks, you feel better about your financial situation than if you don’t.
The Dollar: Back From The Dead?
Don’t look now, but the dollar’s on the cusp of its best week in nearly
Trading Short, Playing Catch-Up
“Why have equities been trading short?” That’s what JPMorgan’s Nikolaos Panigirtzoglou wants to know. Whenever

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