McElligott On ‘Melt-Up, Crash Down, Crash Up’
Melt-up, crash down and (likely) crash up. That’s one sequencing possibility in US equities, according
Kolanovic Calls Bottom For Bond Yields, Cyclicals
Nearly a month on from raising their price target on the S&P, JPMorgan and Marko
Still Askew
US producer prices rose far more than expected in July, the government said Thursday. The
Crude Confusion And Authoritarian Capriciousness
The “recent rally has lost steam on concerns that a surge in COVID-19 cases from
A Funhouse Mirror Through Beer Goggles
If you fail to adjust your lenses to account for the ongoing drift away from
Delta Spillovers By The Outdoor Bar
With the Delta variant running rampant, you might be asking yourself whether sundry supply chain
Team ‘Transitory’ Gets Small Win. But Caveats Abound
The most anticipated US inflation data since last month’s numbers showed price pressures abated more
Family Time
Mitch McConnell warned of a “nightmare” for “American families” as Democrats moved ahead with one
‘On The Cusp’ Of ‘Urgent Things’
“We’re on the cusp of an infrastructure decade,” Joe Biden declared, in remarks delivered Tuesday
Fractured Myths
Readers often ask if I really believe there’s no threshold for so-called “money printing” in
Only After The House Burns Down
The good news is, spot is “pinned” between the two largest gamma strikes. Or, put
The Future Is Now
“Despite most of Street being at December, I still think there’s a real chance for
Propaganda Everywhere
“Expectations have declined… point[ing] to increasing risks… such as from a possible fourth COVID-19 wave
Suffering Fools: The Blank Check Rant Continued
It’s been more than six years since I engaged in ceremonial bridge burning and otherwise
(More) Help Wanted
Job openings in the world’s largest economy hit a new record high in June, closely-watched
Things Are Getting More Complicated For China
JPMorgan cut its outlook for China, becoming the latest bank to downgrade projections for the
The Roof Is On Fire
[Editor’s note: Normally, I wouldn’t kick off the new week with an article about climate
Give Me Liberty Or…
Market participants will spend the week talking about inflation and COVID. That means this week
Little League
One image showed five young women in bright, pastel summer attire, one wearing a pink
(Another) Weekend At Berkshire’s
I say it every quarter: They always sneak up on me. “They” means Berkshire weekends.
Hello, Blockbusters!
Investors just witnessed “blockbuster earnings of the decade.” That highly amusing description of Q2 reporting
China’s Slowdown Begins To Slowly Materialize
Perhaps unsurprisingly, China’s export growth decelerated in July, data out Saturday showed. The spread of
Somebody Has To Be Wrong
“We’re at 3,800 on the S&P 500 for year-end,” BofA’s Jill Carey Hall told Bloomberg
Making Sense. In A Nonsensical Way
Global equity funds took in just $4.8 billion over the latest weekly reporting period. That’s
Dissecting ‘A Wonderful Set Of Economic Data’
If there was a “downside” to the July jobs report, it was probably just that
5.7 Million To Go: July Jobs Report Blows Through Estimates
The US economy added 943,000 jobs last month, the BLS said Friday. That was more
No Fury Like An Authoritarian Scorned
More thunder out of Beijing Friday suggested the storm is far from over for investors
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