‘Fire Fauci!’ Failing The Rationality Test In The Kingdom Of Unreason
Over the weekend, Donald Trump’s favorite pandemic adviser, Scott Atlas, appeared on Russian state television
Crude Carnage, China ‘On Track’ And ‘When Does The Pub Open Again?’
Global equities were generally buoyant Monday, kicking off a pivotal week with gains despite a
Fed Meeting, October Jobs Report Are Election Week’s ‘Other’ Big Events
It feels somehow trivial to mention (let alone analyze) next week’s “other” marquee events and
And Now, Another Astounding FAAMG Factoid
The US equity market is a lot like American society — inegalitarian and defined by
An Eleventh Hour Election Warning For Traders And Investors
Editor’s note: The following piece first ran here on Sunday. We’re keeping it featured prominently
‘Christmas Is Going To Be Different This Year’: Boris Johnson Orders England Back Into Lockdown
Just days after France, Italy, and Germany implemented strict new containment protocols amid an aggressive
‘Classic Toppy Signs’ In An Insane World
The next US president, whether Donald Trump (again) or Joe Biden, will inherit one of
Americans Don’t Really Care About The Stock Market. But You Can Sure Fool Them
You can scarcely open Twitter without seeing something you don’t want to see, irrespective of
‘Unfathomable Consequences’
The last full week of trading before America’s date with what some still fear will
‘Efficiency Work’
It’s fair to say 2020 has been a disastrous year for Exxon. The company, once
Drunken Dart Games (Don’t Get Excited: This Is About Personal Income And Outlays)
The last of this week’s data deluge washed over markets that didn’t generally care on
From Record-Setting Growth To Double-Dip Recession: Europe’s Fate Seen Sealed
The euro-area economy expanded at a record pace in Q3, as the same “turn the
For America’s Tech Titans, Weight Of The World Gets Heavy
Tech shares weighed on equities Friday, as solid earnings from Apple, Facebook, Amazon, and Alphabet
These Great Numbers
“Biggest and Best in the History of our Country, and not even close,” Donald Trump
Goodbye Goldilocks
The prospect of Republicans holding the Senate and proceeding to block Democratic spending proposals was
Jobless Claims, Signal Versus Noise, And ‘Better’ Versus ‘Good’
The US economy rebounded in predictably robust fashion during the third quarter, but the recovery
Lagarde, ECB Confront Double-Dip Recession As Europe Plunges Back Into Lockdown
While explaining France’s new coronavirus lockdowns, Emmanuel Macron was unequivocal in dispelling the notion that there
US Economy Serves Up Predictably Huge GDP Print. But Does Anyone Care?
The US economy expanded at a record pace in the third quarter, the first read
No Magical Solution
Daily coronavirus cases in Germany topped 20,000 for the first time since the onset of
Sell The Stocks. But Don’t Take The Bonds. Or The Cannoli
Blame the virus, blame lockdowns in Europe, blame positioning, or blame your favorite election narrative.
Difficult Days And Demands Of The People
“As the nation did after Memorial Day, we are [facing] another critical point in the
Nomura’s McElligott Weighs In On Wednesday’s ‘Bonkers Freakout’
Selling begets selling into an illiquid market facilitating a vicious downward spiral. It’s a familiar
Fed Is ‘Really’ Out Of Firepower. ‘Only Government Spending’ Can Save Country, Bill Dudley Warns
“If the Fed managed to push that down by another 0.5 percentage point, what difference
This May Be The Biggest Long-Term Risk For Stocks And The Economy
On Tuesday, I talked a bit out the possible disinflationary read-through in the event the
Coughs And Coffins
The mood turned dour indeed on Wednesday, as hand-wringing tied to new virus lockdowns in
What Matters
Markets are plagued (figuratively and literally) with ominous headlines around a second COVID wave. France
‘What If He Does It Again?’ Hedging An ‘Unthinkable’ Trump Victory
Earlier this month, in “‘So Many Things Could Go Wrong’,” I talked briefly about the
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