Tech Is A Bubble Again. Sorry.
It’s pretty glaring, folks.
Are ETF Providers Hoping For A Selloff?
No. But in a way, maybe!
‘He Was Supposed To Be Invincible’: Trump Entertains Mar-A-Lago Guests With Soleimani Strike Details
“I said, where is this guy? That was the last I heard from him”.
Global Equities Are Up 32% From 2018’s Lows. Does Anyone Really Care About The ‘Why’?
“What difference does it make?”
Macro Tourist Likes South Korea On Fiscal Stimulus Hopes
“I continue to buy the countries that acknowledge this reality”.
Volatility-Targeting Leverage Nears Highest Since January 2018. But You Probably Shouldn’t Panic
“Escalator up/elevator down”. But don’t forget the nuance.
David Tepper E-Mails Joe Kernen: ‘I Like Riding A Running Horse Until I Get Off’
Priceless market humor.
Trump Joins OJ Simpson, Jeffrey Epstein On List Of Totally Innocent People Represented By Alan Dershowitz
“Professor Dershowitz is nonpartisan”.
‘Just As A Heavy Object Warps Spacetime’: All Hail The 4 Vol-Suppressing Forces
“Aggregate gamma on the S&P 500 was positive for more than three-fourths of 2019”.
Amid Global Euphoria, European Volatility Gauge Dives To Record Low
‘Japanification’ is good!
About That ‘Boris Bounce’: UK Retail Sales In Worst Run Since 1996
This suggests that not only does the “Boris bounce” lack durability , it may never have existed in the first place.
China Beats Across The Board With Key December Activity Data. GDP Matches Estimates
Not out of the woods yet, but there is a light at the end of this tunnel (to mix clichéd metaphors).
Welcome To ‘Blow-Off Top’ 2020
Featuring Google $1 trillion and the best day for Morgan Stanley in years.
White House Broke Federal Law In Ukraine Aid Scheme, GAO Says
“Faithful execution of the law does not permit the president to substitute his own policy priorities for those that Congress has enacted into law”.
Trump, Savior Of ‘Forgotten Americans,’ Handed Wall Street $32.4 Billion in 2018, 2019
“Will you say, ‘Thank you, Mr. President,’ at least, huh?â€Â
As Parnas Implicates Trump To Maddow, Ukraine Opens Investigation Into Donor’s Claims Of Yovanovitch Tail
“[He’s] a weird character”.
MAGA Economy Gets Spate Of Good News In Retail Sales, Philly Fed
In an election year, every little print helps.
Eight Months After Bear Market, Erdogan Drives Real Rates Negative As Local Stocks Boom
You can’t keep a “good” autocrat down.
Morgan Stanley Posts Another Good Quarter, Logs Record Full-Year Revenue, Profits
An across-the-board beat – or at least on a quick read.
What’s Behind The Rally? It’s The Liquidity, Stupid.
“And I think we ought to be sensitive to that”.
Macro Tourist And The Canadian Candyman
“Poloz can’t lecture us about household debt when his interest rate policies helped fuel the Canadian consumer debt orgy”.
After Marathon Harangue, Trump Signs Trade Deal With China’s Liu He. Here Are The Highlights, Details
“Trump is out here doing an improv comedy routine”.
Marko Kolanovic Flags Iran ‘Tail Risk’ After Soleimani Strike. Says Investors Should Hedge Into US Election
“The market currently is not pricing any significant risk”.
‘The Senate Is On Trial As Well As The President’: Here Are Your Impeachment Managers
“We’ve always felt a certain urgency about this”.
Disastrous Inflation Print Points To Imminent BOE Rate Cut
“If we defer, then risks of a low inflation trap, which would certainly not be a benign outcome, would rise”
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