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Featured

The Problem, In A Nutshell…

October 30, 2026
  • What’s What And WTF?

    October 30, 2026October 30, 2026
  • Oil, Dammit!

    October 30, 2026October 30, 2026
  • My Goodness: Amazon Spent Some Money

    October 29, 2026

Markets

Alphabet Whiffs, Microsoft Hits

October 28, 2026October 29, 2026
  • Mona Lisa’s Smirk

    October 28, 2026October 29, 2026
  • F-ck You, Claude (Zen)

    October 27, 2026October 28, 2026
  • Around, Around We Go

    October 27, 2026October 28, 2026
  • Anthropic: The Promise, The Numbers, The Risks

    October 26, 2026October 27, 2026

economy

‘Remains Elevated’

October 29, 2026October 30, 2026
  • Boom!

    October 29, 2026October 30, 2026
  • Dissembling Strategery

    October 28, 2026October 29, 2026
  • Frozen Bubble

    October 27, 2026October 28, 2026
  • It’s All Relative

    October 27, 2026October 28, 2026

Geopolitics

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

The Tragic Irony Of The Israeli State

October 28, 2026October 29, 2026

Lula!

October 26, 2026October 27, 2026

Duly Noted

An ARM And A Leg

October 28, 2026October 30, 2026

Not Since 1969…

October 22, 2026October 24, 2026

Record Stock Inflows (Gibsons In The Bar Car)

February 12, 2021February 16, 2021

Is this the top you’re looking for? Maybe. Equities just witnessed their largest inflow on

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4 Comments on Record Stock Inflows (Gibsons In The Bar Car)

People Without Money Worried About Finances, Data Reveals

February 12, 2021February 13, 2021

Consumer sentiment disappointed expectations in Friday’s only notable economic data release. This isn’t surprising considering

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6 Comments on People Without Money Worried About Finances, Data Reveals

Who Needs Free Candy?

February 12, 2021February 12, 2021

Global equities (figure below) will be happy to see the curtain close on this week,

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7 Comments on Who Needs Free Candy?

Bumble’s Billions And Tilray’s Finest

February 11, 2021February 12, 2021

I don’t remember when it was. A few months ago, maybe. Sometime before I decided

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4 Comments on Bumble’s Billions And Tilray’s Finest

Regulators Eye GameStop Fiasco In Multi-Agency Probe

February 11, 2021February 17, 2021

Soon, America will be subjected to congressional hearings on the GameStop saga, apparently featuring a

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2 Comments on Regulators Eye GameStop Fiasco In Multi-Agency Probe

The Children Are Starving

February 11, 2021February 13, 2021

On behalf of the millions of children currently living in poverty in the US, allow

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13 Comments on The Children Are Starving

Nomura’s McElligott: This Is ‘The BIG Thing We Need To Watch For’

February 11, 2021February 12, 2021

Investors are increasingly prone to grabbing for upside index exposure. It was cheap (previously, folks

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3 Comments on Nomura’s McElligott: This Is ‘The BIG Thing We Need To Watch For’

Jobless Claims Higher Than ‘Expected’ Because Deep, Dark Recession

February 11, 2021February 14, 2021

793,000 Americans filed for unemployment benefits last week, more than expected. The last three weeks

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1 Comment on Jobless Claims Higher Than ‘Expected’ Because Deep, Dark Recession

It Is What It Is, Apparently

February 11, 2021February 11, 2021

Equities were “broadly neutral” with the rally “on hold,” one headline read early Thursday. Implicit

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4 Comments on It Is What It Is, Apparently

Higher

February 10, 2021February 11, 2021

If the US wants to return to full employment, it’s going to take “a society-wide

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4 Comments on Higher

Thanks, Tesla. Corporate America Grapples With Balance Sheet Bitcoin

February 10, 2021February 18, 2021

“You’re going to see every company in America do the same thing,” Mike Novogratz told

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1 Comment on Thanks, Tesla. Corporate America Grapples With Balance Sheet Bitcoin

JPMorgan Sees New Commodity Supercycle

February 10, 2021February 11, 2021

Late last month, JPMorgan’s Marko Kolanovic warned on a possible tail risk associated with what

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Realized Inflation Disconnected From Reflation Trade

February 10, 2021February 11, 2021

One ongoing debate amid the reflationary impulse that’s driven breakevens to multi-year highs and buoyed

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4 Comments on Realized Inflation Disconnected From Reflation Trade

China’s Pandemic Rebound Belies Two-Track Recovery

February 10, 2021February 10, 2021

Most “regular” (and I don’t have a concrete definition of that) market participants likely didn’t

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Leave a Comment on China’s Pandemic Rebound Belies Two-Track Recovery

Bloombergian Bubbles

February 10, 2021February 10, 2021

An eight-day rally in global equities marched on Wednesday, as investors continued to follow the

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5 Comments on Bloombergian Bubbles

Caretakers

February 9, 2021February 10, 2021

Things were relatively quiet in the US Tuesday, if you don’t count Donald Trump’s second

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1 Comment on Caretakers

Wanted: Cheap And Volatile

February 9, 2021February 10, 2021

GameStop and some of its Reddit-fueled compatriots may have collapsed, but that hasn’t necessarily derailed

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Leave a Comment on Wanted: Cheap And Volatile

Sam Zell Goes On CNBC, Irritates America, Runs Out Of Zoom Minutes

February 9, 2021February 10, 2021

Do we not know what they’re going to say? When you invite “brand names” —

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4 Comments on Sam Zell Goes On CNBC, Irritates America, Runs Out Of Zoom Minutes

No Fear, Only Greed

February 9, 2021February 9, 2021

“On the one hand, the fact that a few day traders could cause such disruption

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Leave a Comment on No Fear, Only Greed

US Junk Bond Market Becomes Oxymoron

February 9, 2021February 14, 2021

It’s hard to know what a “milestone” is these days, mostly because we seem to

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3 Comments on US Junk Bond Market Becomes Oxymoron

Fun Times, Funny Business

February 9, 2021February 11, 2021

Risk sentiment cooled a bit Tuesday on the heels of a six-session rally on Wall

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17 Comments on Fun Times, Funny Business

Maximum Bitcoin, Minimum Wage

February 8, 2021February 9, 2021

If you wanted to be dramatic about it, you could call February 8, 2021, the

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2 Comments on Maximum Bitcoin, Minimum Wage

iExchange? One Bank’s Plan For Apple’s Crypto Future

February 8, 2021February 9, 2021

Meanwhile, from the “why not?” files. On a day when Tesla disclosed a $1.5 billion

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8 Comments on iExchange? One Bank’s Plan For Apple’s Crypto Future

Tesla’s Balance Sheet Not Volatile Enough. Needs Bitcoin, Musk Reckons

February 8, 2021February 15, 2021

A few days back, while commenting on an article that documented Elon Musks’s increasingly outlandish

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18 Comments on Tesla’s Balance Sheet Not Volatile Enough. Needs Bitcoin, Musk Reckons

General Roaring Kitty And The Road Back To Reality

February 8, 2021February 16, 2021

I’m already laughing. It’s hard not to. Each and every time I set about writing

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3 Comments on General Roaring Kitty And The Road Back To Reality

Keep Your Bad News To Yourself

February 8, 2021February 8, 2021

The reflation narrative was alive and well to kick off the new week, as market

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1 Comment on Keep Your Bad News To Yourself

Biden’s Herd Immunity Reality Check And Trouble In South Africa

February 7, 2021February 10, 2021

“We thought they had indicated there was a lot more vaccine available,” Joe Biden said,

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7 Comments on Biden’s Herd Immunity Reality Check And Trouble In South Africa

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October 29, 2026October 29, 2026

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September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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