The Price Of Peace
“Summer melt-up continues,” read one headline, on a sleepy Wednesday afternoon. I don’t know, maybe
‘Clouded Over Again’
A furious rebound in beleaguered Chinese tech behemoths stalled after just two days, while global
1,000-Point Gap Opens Between S&P Bulls, Bears
The “doubt proved misplaced,” Bloomberg’s Lu Wang wrote Tuesday, as US equities marched toward another
Risk Of ‘Balanced Bear’ May Increase, Goldman Says
Remember the “can’t lose” conjuncture? It’s a pretty simple dynamic. Secular growth, including mega-US tech,
Regular People Can’t Keep Buying $400K Homes
Happy day. After falling for three consecutive months, new home sales topped estimates for July,
‘A Good Ol’ Fashioned Short-Squeeze’
Stocks may end up “trapped” again, where that means consigned to a rangebound grind, likely
Odds Of China Policy Pivot Game-Changer Increase Rapidly
It’s “everybody back in the risk pool,” Nomura’s Charlie McElligott said Tuesday, on the heels
‘Uninvestable’ Chinese Tech Stages Ridiculous Comeback Rally
Chinese tech shares surged a second day Tuesday, bolstering global risk sentiment and (finally) rewarding
‘What Turned The Tide’ For Stocks
So close, yet so far. From a cascading, selling-begets-selling, self-fulfilling drawdown, that is. For a
Stagflation-ary
Economic activity decelerated in early August, flash PMIs out Monday suggested, underscoring what, by now,
An Atrocity Against Human Progress And Reason
Cases keep rising, and people keep dying, but Americans are a stubborn bunch. Stubborn is
Rebounds, Bargains And ‘Zero’ Covid
Risk assets started the new week on the front foot, as the dollar backpedaled from
Speed Bumps
Jackson Hole isn’t the only thing on the docket in the new week. Jerome Powell’s
Cotton Candy Skies (Virtually)
The marquee event in the new week is obviously Jackson Hole. It’ll be hosted virtually
America’s Cold Civil War
When, however, inequality reaches the critical point, when interests diverge so much that consensus is
‘Professional Prognosticators’
The smartest among us admit how little we know and, as a corollary, acknowledge that
Amazon, BABA Burn Hedge Funds Amid Record ‘VIP’ Lag
It’s been a rough stretch for hedge funds’ most popular positions. If you’re inexplicably inclined
Autumn ‘Flash Recession’ And A Litany Of Concerns
It’s all too easy to cite a litany of concerns in the course of suggesting
‘Little Wonder Everyone Buys The Dip’
“Our view, negative returns for stocks and credit in the second half,” BofA’s Michael Hartnett
What Goes Up
Negativity on the macro front is finding its way into investor sentiment despite robust earnings,
Xi Burns It Down: Hong Kong In Bear Market, Tech Wiped Out
The Hang Seng fell into a bear market Friday amid another steep decline in Chinese
Wall Street Moves Up Taper Timeline As Fed ‘Taken Literally’
The Fed pretty clearly believes the market is prepared to deal with a reduction in
The Fed’s Afghanistan
“The idea that somehow, there’s a way to have gotten out without chaos ensuing, I
We May Be ‘On The Verge’ Of A Cascade
You can skip the “taper tantrum” (or, as some market participants branded it Thursday, “mini-tantrum”)
Meanwhile, The Data Is A Mixed Bag
348,000 Americans filed for unemployment benefits last week, down markedly from the prior week and
Chinese Tech Collapse Reaches 45%. Toyota Delivers Delta Reality Check
Sentiment took a marked turn for the worse Thursday as a confluence of factors conspired
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