Zeus’s Catch-22 (Forget The Bonds. Take The Cannoli)
The Fed faces a “Catch-22,” BofA’s Michael Hartnett said, in the latest edition of the
The Fed faces a “Catch-22,” BofA’s Michael Hartnett said, in the latest edition of the
I’d describe my life as a largely stress-free endeavor. Attaining serenity wasn’t easy. At first,
“It’s chaos. It’s crazy,” a gas and power trader told Bloomberg, describing wild price moves
Equities are having a good run. Perhaps you noticed. Thank the now ubiquitous reflation narrative.
Things were relatively quiet in the US Tuesday, if you don’t count Donald Trump’s second
The events of the past week put the spotlight on retail investors’ influence in the
“If Bitcoin continues to fall, it would be just one more warning shot that P/Es
Ask European fund managers what keeps them up at night and you might hear: “A
On Friday evening, Jack Dorsey finally pulled the plug on Donald Trump and, symbolically, on
“It’s all about liquidity.” That’s a popular refrain when it comes to explaining how risk
Tech shares weighed on equities Friday, as solid earnings from Apple, Facebook, Amazon, and Alphabet
So far, September is an “upside down” month. Previously bulletproof mega-cap tech shares plunged into
For obvious reasons, market participants are obsessed with the blockbuster rally in US tech, which
It’s with varying degrees of success that I’ve endeavored to explain to casual readers what,
Perhaps the most important thing to understand about the societal unrest that continues to play
If you thought the Nasdaq 100’s 30% premium to its 200-day moving average was egregious,
“Way” back on May 16, I wondered if Donald Trump would gamble 20% of the
The tech “crash up” went vertical Tuesday as shares of Zoom took off on a
The dollar slumped to a fresh two-year low and the vaunted “stay at home” trade
In “Gods“, I described an inegalitarian market that not only reflects, but also feeds, an
Following an egregious daily rout, gold took investors for a wild ride Wednesday, and you
An object in motion tends to stay in motion, which is why the dollar continued
Earlier this week, in the course of summarizing the main points from the latest missive
Underpinning the rally in risk assets from the panic lows seen during the worst days
The passing of civil rights icon John Lewis comes at a time when America is
The ECB kept everything unchanged at its July meeting, as European leaders attempt to hammer
It’s been a wild ride.
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