Relatively Attractive Alternatives
Suddenly, there is an alternative. Or at least that’s one way to look at the
Feast, Famine And The Fed
Time and again over the past several months, I’ve pointed to what could end up
What Does It Mean To Starve?
Back in February, I removed a reader comment from an article called “The Children Are
Everything Roses? Under The Hood Of The March Jobs Report
March’s jobs report was a blockbuster and early reactions were almost unequivocally and universally upbeat.
Give Me Fives
March’s rosy jobs report was met with bear flattening Friday, as markets looked to reprice
US Economy Adds Nearly 1 Million Jobs In Blockbuster Month
The US economy added 916,000 jobs last month, March’s hotly-anticipated nonfarm payrolls report showed. That
‘Full Bull Run’
US equity futures were higher ahead of Friday’s all-important nonfarm payrolls report, which, as expected,
Credit Check (Records Were Broken)
Q1 2021 was the worst quarter for investment grade credit since Lehman. Total returns in
IMF Calls For Global Wealth Redistribution To Avert Societal Breakdown
The IMF says it’s time for the world to pivot in the direction of more
ISM Manufacturing Is Giant, Screaming Fireball
ISM manufacturing was expected to come in hot for March. And it did. The market
Jobless Claims Rise After Falling To Pandemic Low
719,000 Americans filed for unemployment benefits last week, more than the 675,000 the market expected.
Choose Your Own Adventure
Global equities looked to kick off the second quarter with gains as market participants weighed
A Quarter For Your Thoughts
The first quarter of 2021 had no chance of one-upping the first three months of
In Archegos Aftermath: Questions, Collateral And Bullet Dodgers
Days on from the first position unwinds, there were still (far) more questions than answers
$2.25 Trillion And ‘The Need To Really Deliver’
Joe Biden wants to tax corporations at a higher rate in order to help offset
Just Print The Money
“People may have different ideas about how to pay for it,” Jen Psaki said Tuesday,
‘The Groundwork Is Being Laid,’ As Private Employers Add Half-Million Jobs
Private sector employers added 517,000 positions in March (figure below), ADP said Wednesday, in what
Archegos Had ‘All The Makings Of A Dangerous Situation’
Over the last 72 hours, I’ve variously suggested that while the Archegos saga wasn’t likely
Surging Home Prices, Plunging Refis Make For Good Headlines
Tuesday offered an amusing juxtaposition of housing headlines across various media outlets, all vying for
Why The Archegos Blow-Up Failed To Trigger Instant Mayhem
There was confusion (feigned and otherwise) to start the week around what I called the
The US Consumer Suddenly Feels Much, Much Better
Consumer confidence came in well ahead of expectations for March on the Conference Board’s gauge,
Bonds Reclaim Limelight As Yields Hit Fresh Pandemic Highs
The Treasury selloff showed signs of wanting to extend on Tuesday, as bonds looked poised
‘Argh Chaos!’ And The Biggest Margin Call Of All Time
“This is a challenging time for Archegos Capital Management, our partners and employees,” Karen Kessler,
Sometimes, You Blow Up
There’s more to worry about than the (latest) trials and tribulations of Tiger Cub Bill
Panic Goes Missing In Archegos Flameout. Fed, Alcoholics Blamed
Monday was supposed to be the day when the purportedly systemic nature of Tiger Cub
Biden Leaves Little To Analyze As Methodical Mr. Fix-It
Just hours after CDC Director Rochelle Walensky nearly broke down in tears while imploring Americans
CDC Director Walensky Tearfully Warns Of ‘Impending Doom’
It’s never a great sign when the CDC Director nearly starts crying while discussing a
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