A Trivia Lover’s Delight
The pandemic era continues to be a market trivia lover’s delight. Seemingly every week we
The pandemic era continues to be a market trivia lover’s delight. Seemingly every week we
The post-Fed surge in big-cap US tech may have been more about mechanical flows than
It seems like just last month when Goldman pulled forward their forecast for the first
US equities had their best “Fed day” in more than a year, even as Jerome
I’ve variously characterized 2021 as a year during which thematic swings and factor reversals became
I’ve talked at length over the past year about imbalances in the vol complex and
The S&P has a date with 5,000 by… well, by the end of the week
“It’s possible we won’t see the same pressure on the Fed to back off if
US equities catapulted higher Tuesday, capping a mammoth two-day rally and putting the S&P on
We’ve seen it before. The Fed pivots hawkish, only to recant in the face of
I’d call it a testament to rampant uncertainty, but it’s probably more accurate to say
On Friday, someone described the November jobs report as “one of the weirdest I’ve ever
If you get the feeling markets are dysfunctional, it’s not just your imagination. Over the
Stocks careened lower again on Tuesday, as Jerome Powell’s remarks to Congress rattled investor sentiment
A long time to wait and a long way down. That’s one way to think
On Friday morning, as the latest COVID variant panic crescendoed into a mini-crash on Wall
“Deliciously weird.” That’s how Nomura’s Charlie McElligott described the under-the-hood price action in equities to
We’re now seven weeks into the fourth quarter and US equities have gained in six
Over the course of 2021, the notion that OpEx is associated with vol expansions and
There’s been a “massive grab” for short-dated lottery tickets in high-flying US growth shares and
If you’re looking to explain intraday market swings, don’t read too much into the incessant
It’s too early to retreat into your backyard doomsday bunker. In general, but also vis-à-vis
An already tough day for bonds was made worse by a 30-year sale that “boasted”
On so many levels, the ongoing surge in equities (and particularly US equities) seems patently
For months, market participants were infatuated with the idea of “peak growth” and “peak profits.”
When Tesla was added to the S&P 500, those inclined to fret about market integrity
Table-pounding pundits and agonizing analysts found themselves in a familiar position on Friday afternoon: Staring
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