Security Blankets, 94.5th %ile Sentiment, And ‘The View’ From Nomura’s McElligott
Mega-cap tech blew the proverbial doors off last week when the companies which, together, make
One Pro Explains Why The ‘Indexing Will Kill Us All’ Crowd Is Wrong
[Editor’s note: As many readers are likely aware, fan-favorite Kevin Muir — formerly head of
I’ll Do It Myself
“People are going to be evicted. But I’m going to stop it”, Donald Trump declared,
‘It Bodes Well For Ammo Consumption’: America Goes Gun Crazy
It’s that time of the month again — time for gun stocks to jump on
The United States Has No Government. The Fed And Steve Mnuchin Are Serving As Caretakers
On Monday, reports indicated that The White House was pondering the prospect of Donald Trump
ISM Manufacturing Easily Clears Hurdle, But IHS Markit Gauge Revised Lower
The market will digest a trio of potentially important macro data points in the days
What JPMorgan And Nomura’s Charlie McElligott Are Saying About Stocks As August Kicks Off
If you harbor some “misgivings” about US equities, which have run more than 45% from
Conquistadors
Markets were somewhat muddled to start the new week as investors ponder more evidence of
Oh, Lord (Byte Dancing Into August Volatility)
Lord & Taylor filed for Chapter 11 on Sunday in Richmond, Virginia, a stark reminder
Something’s Gotta Give (Big-Picture Trends For The New Era)
As should be abundantly clear to anyone who took time over the weekend to read
Neel Kashkari Floats New ‘Hard Lockdown,’ Says Congress Needs To ‘Support The People’
Neel Kashkari was (back) on CBS’s “Face the Nation” Sunday, and unlike Jerome Powell, he’s
Quarantinis (And A Glimpse Into Our Not-So-Distant Future)
“I actually agree with this”, Donald Trump said over the weekend, referencing a video from
Immune Stocks Deaf To Bonds’ Whispered Warnings
As evidence mounts to support the contention that economic activity in the US is leveling
Are 60:40 And Risk Parity Funds Doomed? (And The Two Weeks Gold Bulls Like To Forget)
Are 60:40 and risk parity funds “doomed”? It’s a question worth considering in a world
Averting The Worst-Case, Calling The Top, And Prepping For Vol. Events
Earnings season isn’t turning out as dire as expected. That statement is both true and
Fitch-Slapped
“It is a truism that the US government cannot run out of money to service
Trump To Drop Hammer On TikTok As Microsoft Said To Show Interest
After months of speculation, Donald Trump will move to force TikTok parent ByteDance to sell
Rotation Stillborn
Ever-elusive, the pro-cyclical rotation trade appears to have been snuffed out yet again. There are
Dollar Decline Goes Decadal
Every major currency on the planet rose against the US dollar in July, which is
Domino Effect
Roll out the obligatory caveat(s). “The full economic effects of the COVID-19 pandemic cannot be
Thoughts, Prayers, And Precious Metals
Friday picked up where Thursday left off — with a spate of wildly bad macro
‘It Would Be Great If This Record Is Never Beaten’: Europe’s GDP Numbers Betray Epic Collapse
GDP readings out of Europe Friday betray eye-popping contractions that would have been unfathomable in
The Big Boot
It was nobody’s idea of a “good” day. The worst economic downturn since the Great
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