Goldman Sees ‘Roaring ‘20s Redux.’ S&P To Hit 4,600 In 2022
“A vaccine is a more important development for the economy and markets than the prospective
Chinese Tech Is Imploding
Chinese tech shares are in trouble. Beijing’s abrupt blitz to rein in Alibaba, Tencent, and
Withdrawal Symptoms
What was truly remarkable about the first two days of trading in the new week
America’s Government Is Failing
It’s exceedingly difficult to know what is and isn’t “worth” mentioning these days when it
Meanwhile, More Milestones In Junk
Since April, one of the most astounding dynamics to observe was the dramatic abatement of
After The Largest One-Day Momentum Crash In History, Here’s The Ultimate Irony
“The last shall be first and the first last.” That was the story for markets through Tuesday, as value posted
Some Specialist Skills Required
It took around 24 hours for market participants to start asking questions about the viability
Skepticism, Dispersion, And ‘Fanciful, Specious’ Theories
The rotation set in motion by Monday’s vaccine breakthrough extended into Tuesday, which ended up
The Power Of Positive Thinking
All anyone cared about on Monday was Pfizer’s stunning vaccine news. Invariably, you’ll hear a
‘Structural Issues’
If you were a bond bear headed into the US election, things didn’t go entirely
‘Most Significant Medical Advance In 100 Years’ Sets Off Market Fireworks
“I believe this is likely the most significant medical advance in the last 100 years,
‘It’s Difficult To Fade’: As Markets React To Vaccine News, ‘Quant Quake’ Risk Comes Calling
“It’s difficult to fade this move as global risk markets should rally more on what
Nomura’s McElligott On Vaccine News: ‘The Reflation, Reopening, Relief’ Trade Will Be ‘Insane’
News that Pfizer’s COVID-19 vaccine has an efficacy rate above 90% rippled across asset classes
‘A Great Day For Humanity’: Pfizer Delivers. COVID Vaccine Prevents 90% Of Infections
There is a light at the end of the tunnel. On Monday morning in the
Xanax For An Anxious World
The new week dawned with most of the developed world breathing a collective sigh of
Out Of The Frying Pan, Into The Fire? Senate Toss Up May Herald Return Of Uncertainty
If you’re looking for something to worry about coming off one of the best weeks
Georgia, Not Donald Trump, Is What Matters For Republicans Now
“Now we take Georgia, and then we change America,” Chuck Schumer told a crowd gathered
Goldman’s Clients Have Georgia On Their Mind (A Rose By Any Other Name)
“In the weeks ahead, tens of millions of dollars in campaign cash are expected to
Warren Buffett Gets $9 Billion Worth Of More High On His Own Supply
Warren Buffett’s faith in himself didn’t wane in the third quarter. After repurchasing more than
Trump’s Reign Is Over. Now Comes The National Soul-Searching
On Saturday morning, just before noon on the east coast, NBC, CNN, and AP called
Hail Mary (Until The Whistle Blows)
“We’re going to win this race,” Joe Biden said late Friday, in Delaware. Although the
Erdogan Fires Another Central Bank Chief As Lira Falls For Eleventh Straight Week
Turkey careened into one of its regularly scheduled currency crises last month, when a laundry
Kolanovic Says Election Is ‘Best Of Both Worlds’ For Stocks. Offers Advice To Pollsters
The result of the US election is “likely the best of both worlds for stocks,”
Kevin Muir, Nomura’s McElligott On Why The Reflation Trade Might Not Be Dead Just Yet
The immediate post-election trade was defined by a “blue fade“: Renewed enthusiasm for tech, no
A Quick Look Under The Hood Of The October Jobs Report
A better-than-expected October jobs report was immediately met with warnings that the surge in COVID-19
October Jobs Report Easily Tops Estimates. Unemployment Rate Dives
The US economy added 638,000 jobs in October, the BLS said Friday. It was an
When The Count Is Finished
Donald Trump’s path to reelection narrowed further on Friday as vote counting continued in key
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