Evolution.
It occurs to me that I probably come across as unduly derisive (or needlessly blunt)
Dark ‘N’ Stormy: Hunger Games And A Word On Macro Mission Creep
Last weekend, I spent a few hours writing a two-part series on hunger and starvation.
Would You Pay $39 For A Bar Of Soap?
“Inflation – the ball is rolling,” proclaimed the title of one note out Friday morning
The Stock Inflow Tsunami And A Ridiculous Job Offer
Equity funds gathered another $15.6 billion in the week through April 7, adding to an
Ambiguous Tea Leaves
Inflation worries were back on the menu Friday, after data showed producer prices in China
Jerome Powell And The ‘Pretty Substantial Tent City’
Jerome Powell spoke on a virtual IMF panel Thursday. Nobody was expecting to hear anything
Albert Edwards: Main Risk To Stocks May Be Opposite What You Think
“Optimism abounds,” SocGen’s Albert Edwards wrote, in the opening passage of his latest piece, out
Poker Faces And Unreasonable People
(Editor’s note: Like so many of the articles published here, I started this piece with
Somebody Tell Jobless Claims They’re Going The Wrong Way
744,000 Americans filed for unemployment benefits last week, far more than the 680,000 consensus expected.
You Are Not Capital. You Just Think You Are
It’s becoming apparent that between the general public’s apathy, aversion to what I’ll call “scare”
Biden Faces The Grim Reality Of A Disengaged Nation
For (at least) the second time in a week, Joe Biden pitched his infrastructure plan
Fed Nowhere Near Any Kind Of Tightening (If You Were Wondering)
I wish I could tell you that “expectations were running high” or that traders were
This Is An Experiment. And Nobody Knows Anything.
Over the course of the pandemic, I’ve variously insisted that the debate around stimulus checks
‘Something Went Terribly Wrong’: How To Think About Corporate Virtue Signaling
As I was briskly running through Jamie Dimon’s latest annual letter, it occurred to me
Jamie Dimon Delivers 67-Page Prescriptive Manifesto For America
“While I have a deep and abiding faith in the United States of America and
The Summer Bonanza Scenario, Bassman On Archegos & Other Potpourri
Some folks were vaccinated. Four million of them in a single day, actually. This is
MRA’s Curnutt Suggests Cure For Fund Manager ‘ROMO’
Whenever it feels like a melt-up might be afoot, market participants (and the media) go
‘Life Ain’t Fair’ Is Passé In Post-Pandemic World, IMF Suggests
As expected, the IMF upgraded its forecast for global growth Tuesday, while simultaneously adopting a
Credit Growth In China May Decelerate To 15-Year Low
As it turns out, the PBoC didn’t just instruct banks to rein in lending for
A ‘Formidable Institution’
Credit Suisse grabbed headlines again Tuesday, as the bank is poised to take a $4.7
The Day Janet Yellen Buried Trump’s Foreign Policy
Revenge is a dish best served cold, as Treasury Secretary. More than three years after
The Madness Of King Dollar
“Firm US growth and rising bond yields may keep the greenback supported over the short-term,”
The GOP Versus Corporate America?
You know, it’s funny. For one half of America’s political duopoly, principles aren’t just malleable
Another Record: ISM Services Comes In Scorching
US services sector activity picked up dramatically last month, ISM said Monday. The headline print
At A Minimum
The mood seemed tentatively upbeat as some markets returned from the holiday Monday and US
The Big Question: What Will Become Of The Rotation?
One of the (many) pressing questions coming off a fraught (or exhilarating, depending on how
Fearing Property Bubble, China ‘Instructs’ Banks To Slow Credit Supply: Report
Aside from the prospect of a hawkish Fed, almost nothing causes more furrowed brows among
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