What Two Popular Strategists Are Saying About Markets
US rates and stocks are “chopping their way to nowhere fast,” Nomura’s Charlie McElligott said,
Give Up. You Can’t Prevent Market Manias
If you read any decent history of speculative manias (“bubbles,” as it were), you’ll discover
It’s About Decorum
“Now even our meat is being cyberattacked,” a Bloomberg Opinion piece lamented. No. Oh, please
It’s What’s (Not) For Dinner
Maybe we just need to go back to old fashioned, hand-written ledgers. “Received: 22,500 cows.”
‘An Obsession’
Inflation has become “an obsession” for many market participants, Morgan Stanley’s Mike Wilson wrote, in
Jamie Dimon Doesn’t Know What It Means To ‘Hustle’
I try to stay above the proverbial fray. For four years, I dabbled in social
A Familiar Tale
ISM manufacturing came in stronger than expected for May, while price pressures appeared to come
Something About The Best Laid Plans
Sentiment seemed upbeat as June dawned, underpinned by expectations for a summer defined by robust
The Case For Ethereum
While ETH and BTC seemingly aim to solve different problems – one can view ETH
Why Bother?
Just in case it wasn’t clear enough, the OECD on Monday reminded the world that
Beijing Has Seen Enough Yuan Appreciation
China has seen enough yuan appreciation. On the heels of a virtually uninterrupted rally, the
Smooth Lines
In the week ahead, traders will be keen to parse May payrolls for clues as
The Reality Of Distorted ‘Expectations’
Is the inflation narrative about to lose traction? That’s a subject I broached (or, more
Can I Interest Your CFO In A Stablecoin Deposit?
Bitcoin is volatile. That’s perhaps the only thing crypto proponents, detractors and everyone in-between can
A Rather Strange Place
Another week went by and the title and subtitle atop my simple, daily chart of
Slow Motion, Flow Motion
US equities managed a weekly (and monthly) gain as Americans looked forward to a long
Spontaneous Combustion
Consumers are “spontaneously” referencing higher prices at a rate never before witnessed, according to the
It’s Official: Erdogan Gets New Record Low For Lira
It’s official: Recep Tayyip Erdogan succeeded in vaporizing all of the lira’s gains logged under
Since 1992
Personal incomes fell less than expected in April, data out Friday showed. Incomes dropped 13.1%
Over-Egging The Pudding
Here we go again with the stories. On Thursday afternoon, US equities were purportedly nervous
It’s Too Late To Sell!
It’s too late to sell! I’m just kidding. Or maybe not. It depends on who
Joe Biden’s Bajillion-Dollar Budget: How To Think About It
For the next several days, the media (in general, not just financial portals) will be
What If Bitcoin Just Never Matters?
When Ray Dalio told CoinDesk’s Chief Content Officer that he (Dalio) owns “some Bitcoin,” the
Data Plays Along As US Economy Looks For Summer ‘Boom’
406,000 Americans filed for unemployment benefits last week, a fresh pandemic low and 38,000 fewer
What Is There To ‘Respect’?
The US and China are talking “candidly, pragmatically and constructively” about trade again. That’s according
Elizabeth Warren, Jamie Dimon And The Shtick Trap
I like Elizabeth Warren. And I think you should too, where “you” means the vast
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