Marko Kolanovic’s Warning: Equity Factor Bubble Now Twice As Large As Dot-Com Era
“We caution investors that this bubble will likely collapse.”
“We caution investors that this bubble will likely collapse.”
“Everyone knows the latest Trump budget is dead on arrival in Congress”.
The mood is sour, to say the least.
But c’est la vie…
It underscores the primacy of those concerns even in an environment plagued by worries on the supply side.
Too rich for some folks’ liking.
It seems far-fetched now, but it’s always the ones you don’t see coming that are a problem.
This really wasn’t supposed to happen.
Back to the future, as “slow-flation” trades are once again en vogue.
“Pneumonia apocalypse” wasn’t a box that was available to check.
“I’m gonna send ’em to you, but you gotta pay us”.
“The Islamic Republic of Iran deeply regrets this”.
“Send delegates to Iraq to prepare a mechanism to carry out the parliament’s resolution”.
Abedzadeh insists it’s “not possible”.
“I represent more troops than any other member of this body. I buried one of them earlier today at Arlington”.
Spoiler alert: It’s been a “momentum-driven market” for a long, long time, Jeremy.
No matter how you slice it, this is a senseless tragedy.
Gao said he has no additional information to offer about the terms of the deal.
Better than 80% of S&P 500 stocks are perched above their 200-day moving average.
It could have been worse.
“Not good, not good”.
“What matters is that the presence of America in this region should come to an end”.
“The world is not limited to New York”.
“In the absence of new developments”…
Oh, what a difference a week makes.
“It doesn’t work that way”.
“Invitation” revoked, apparently.
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