Paper Tigers
As markets look warily ahead to the most consequential US election in modern history, it’s
As markets look warily ahead to the most consequential US election in modern history, it’s
Crazy times On Tuesday, after a half hour search finally turned up my missing envelopes
You can now toss out whatever expectations you may have had for the news cycle
So far, September is an “upside down” month. Previously bulletproof mega-cap tech shares plunged into
“After a short period of time, after about 18 months, they become very dry, they
Was that it? Market participants will be asking themselves some version of that simple question
Barring some kind of truly dramatic, nightmarish spiral in risk assets on Monday and Tuesday,
“I’m buying the dip, who’s with me?!” If I frequented retail investor Reddit boards, I
“The horror”, Bloomberg’s Eric Balchunas joked, on Tuesday evening, after a third straight day of
In the context of the historic summer surge, it would be strange to characterize the
If you were wondering how much SoftBank made buying calls on US tech stocks over
“Think back to last week when the bulls were telling us that the market was
We now know that SoftBank was the “Nasdaq whale”. For at least a week prior
Global equities took the largest selloff in US shares since June largely in stride, although
Lost in a truly egregious rout for US equities on Thursday was news that Steve
On Thursday morning, tech shares in the US plunged in what was poised to be
In what certainly felt like a combination of capitulation and forced buying, US equities accelerated
Following Tuesday’s absurd run-up in shares of Zoom, it’s worth taking a moment to say
The Nasdaq touched another new record Tuesday, as a variety of dynamics (both fundamental and
The tech “crash up” went vertical Tuesday as shares of Zoom took off on a
There’s been no shortage of hand-wringing over the past two weeks (give or take) about
For markets, the week ahead will likely be defined by what Jerome Powell says about
Earlier this month, I revisited the risk parity discussion as it relates to the viability
Here we go again. It’s probably fair to say that the pro-cyclical rotation witnessed earlier
Are central banks all that matter? Or, as Nomura’s Charlie McElligott wondered late last month,
The last two weeks of August will likely witness stabilization in the US rates space
If you’re searching for a reason to fret about US equities perched at record highs
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