Elizabeth Warren: An Economic Crash Is Coming
“The country’s economic foundation is fragile. A single shock could bring it all down”.
Search Results for: Leveraged Loan
Goldman Beats, Is Proud Of Equities Trading Results
Equities trading delivers the second-best quarterly performance in four years.
Nomura’s Charlie McElligott Recaps Critical Market Dynamics, Macro Themes In Sweeping New Interview
Around the world and back again.
Trader: ‘A Little Part Of Me Wonders If Jay Powell Was Smarter Before He Started Listening To Everyone’
What was Jay Powell’s real mistake?
Goldman Delivers A ‘Meh’
This seems somewhat uninspiring.
IG Credit Potpourri: BBB Apocalypse Update And A Liquidity Check
A lot of ad hoc musings here cobbled together and submitted for your approval.
‘Why Are Higher Yields Not Impacting Stocks Here?!’: Nomura’s McElligott Answers
“This is what happens when”…
David Stockman On Subprime, WeWork And Beer Goggles
“Between the March 2009 bottom and the January 2018 peak, of course, they were essentially buying the dips—-about 50 of them with material dimension. The short-run narrative constantly changed—low interest rates, escape velocity ahead, synchronous global reflation, Goldilocks once more—-but the mechanic was always the same.”
David Stockman Presents: The Folly Of 2% Inflation Targeting
“At the end of the day, the real scandal of central banking is that it takes credit for what it doesn’t cause and can’t achieve in the main street economy, while ignoring the mayhem its machinations bring to the financial system.”
The ‘Identity Of Who Is Propping Up Bitcoin’ Is Revealed!
There you go. It’s Mrs. Watanabe. Or in this case, “Mr.” Watanabe.
Here Is The Source Of The Next Crash
“But I wonder if Ray Dalio’s retirement was equally smart. Could he have timed it perfectly? Did he retire like Michael Jordon after sinking the jump shot in the dying seconds to win the series?”
Feed Your “VIX-ation” – Rocky’s Back To Answer All Your VIX Questions
Market participants are suffering from (or maybe “relishing in” is better) a veritable “VIX-ation.” Why
“The Shadowiest Corner Of Shadow Banking” – A Sunday Trip To Chinatown
China’s labyrinthine shadow banking complex has been a source of concern for years. It’s always
A Quick Look Inside China’s Tightrope Walk
If you struggle mightily when it comes to understanding exactly what the fuck is going on in China’s financial system, you’ll be forgiven because after all, it looks like this…
Stocks May Be Asleep, But Credit Is Passed The F*ck Out
Morgan Stanley has been warning about richness in credit for months and I’ve often cited their analysis in my own posts. Indeed I’ve said repeatedly that when it comes to tranquil markets and rampant complacency, there’s no asset class that looks more dangerous than credit.
This Is What An Ongoing Trainwreck Looks Like
When it comes to floundering under the weight of legacy litigation costs (both real and psychological), nobody does it like Deutsche Bank.
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