Another Weekend At Berkshire’s
Berkshire’s annual shareholder meeting was this weekend, which meant CNBC’s website looked a lot like
Berkshire’s annual shareholder meeting was this weekend, which meant CNBC’s website looked a lot like
Thanks to high drama in the financial sector, US investment grade supply was lower than
Over the past six months, nonfarm payroll growth in the US overshot the typical pre-COVID
The big guys (and Jane Fraser) came to the rescue for beleaguered First Republic, which
I’m the last person to yell “Fire!” in a crowded theater. I’m also instinctually averse
US equity valuations are a source of extreme consternation for many investors currently. There are
Cash is king. For once, that’s not just a tired cliché to describe risk aversion.
It’s always an open question whether flows follow performance or vice versa, but the prospect
Late last month, in “Plane English,” I expressed something akin to exhaustion with market participants’
Equities are an “untradeable mess.” That’s apparent to anyone trying to trade them. The maddening
It’s been a week since the combination of a blockbuster US jobs report and a
It’s a junk rally! Not in high yield (well, there too now that you mention
If you’re looking for evidence that the general tenor (readers will hopefully appreciate the pun)
Barring a Christmas miracle, 2022 will be the worst year for US equities since 2008.
Queen Elizabeth II reigned for seven decades. Liz Truss “reigned” for less than seven weeks.
On Tuesday evening, while recapping the largest two-day gain for US shares since the tumultuous
I keep hearing credit “hasn’t cracked yet” despite turmoil in rates, equities and FX. That’s
This is a pretty tough spot to be in if your job is to make
Do nosebleed levels on the most widely-cited measure of bond volatility presage a counter-trend rally
Although consensus is coalescing around the idea that the next shock to markets will come
When asked to identify “the most likely reason” for a prospective pause in the Fed’s
The “Bostic pause” story was a cruel canard. That much is now clear. In a
“Where’s my bear market rally gone?” BofA’s Michael Hartnett wondered, somewhat sarcastically. The bank’s semi-famous
Barring a reversal of fortune, 2022 will be remembered as the year the “slow-flation” macro
“Fast-changing headwinds and risks to the economic outlook have increased since the start of the
Rates are trading “like death,” one popular strategist wrote, in a Wednesday note. Other analysts
Indeed the Fed has been slow in shutting down the money printing; and the market
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