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Featured

Have The Hyper-Scalers Lost Their Minds?

November 2, 2026November 2, 2026
  • Apple Sets A Bunch Of Records. Misses In China

    November 2, 2026November 2, 2026
  • Debbie Downers Amid The Renaissance

    November 2, 2026November 2, 2026
  • Sell-Side Sarcasm: New And Improved!

    November 2, 2026November 2, 2026

Markets

Weekly: The Leveraged Buildout (Speculative Gravity Control)

October 31, 2026November 2, 2026
  • The Problem, In A Nutshell…

    October 30, 2026November 2, 2026
  • What’s What And WTF?

    October 30, 2026November 1, 2026
  • Oil, Dammit!

    October 30, 2026November 1, 2026
  • My Goodness: Amazon Spent Some Money

    October 29, 2026October 31, 2026

economy

Polls, Projectiles And Payrolls

November 1, 2026November 2, 2026
  • ‘Remains Elevated’

    October 29, 2026October 30, 2026
  • Boom!

    October 29, 2026October 30, 2026
  • Dissembling Strategery

    October 28, 2026October 29, 2026
  • Frozen Bubble

    October 27, 2026October 28, 2026

Geopolitics

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

The Tragic Irony Of The Israeli State

October 28, 2026October 29, 2026

Duly Noted

An ARM And A Leg

October 28, 2026October 30, 2026

Not Since 1969…

October 22, 2026October 24, 2026

People Like Jim Cramer Are Why The American Dream Is Dead For Everyday People

December 6, 2019December 6, 2019

By all means, be greedy. Be selfish. But…

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18 Comments on People Like Jim Cramer Are Why The American Dream Is Dead For Everyday People

Rich People, Republicans Much Happier Now That Stocks Are Back At Records

December 6, 2019

“Nearly all of the early December gain was among upper income households”.

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Blockbuster November Jobs Report Bolsters Case For Prolonged US Expansion

December 6, 2019December 6, 2019

This should put to bed the recession calls – at least for a month.

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5 Comments on Blockbuster November Jobs Report Bolsters Case For Prolonged US Expansion

So, Germany Just Reported The Biggest Plunge In Industrial Output In A Decade

December 6, 2019December 6, 2019

If it’s always darkest before dawn, this is great news.

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China Is Processing Tariff Waiver Applications. Hopefully, That’s Good News

December 6, 2019December 6, 2019

The signaling effect is ostensibly positive.

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2019’s Cross-Asset Bonanza Is Tough Act To Follow

December 5, 2019December 5, 2019

But don’t be so quick to suggest things will be “unexciting”.

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One Year Ago, Ajay Kapur Told Central Banks To Wake Up. Here Are His 4 Key Questions For 2020

December 5, 2019December 6, 2019

Last year, “the two most asked questions were also the most misleading, from the point of making money”.

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The Macro Tourist Checks Paul Tudor Jones’s Election, S&P Math

December 5, 2019December 5, 2019

“Either way you approach it, there is no denying politics matter.”

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2 Comments on The Macro Tourist Checks Paul Tudor Jones’s Election, S&P Math

Shady Global Cartel Meets With Russian Conspirators In Vienna To Collude On World’s Most Financialized Commodity

December 5, 2019December 5, 2019

Back-stabbing is part of cartel life, don’t ya know?

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oil, OPEC2 Comments on Shady Global Cartel Meets With Russian Conspirators In Vienna To Collude On World’s Most Financialized Commodity

It’s Over For Trump In The House: Pelosi Says Dems To Draft Impeachment Articles

December 5, 2019December 5, 2019

“Sadly, but with confidence and humility”…

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3 Comments on It’s Over For Trump In The House: Pelosi Says Dems To Draft Impeachment Articles

Gamma ‘Close To The Cliff’, Raising Risk Of ‘Asymmetric Move Higher In Volatility’

December 5, 2019December 5, 2019

Mind the gravitational field.

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2 Comments on Gamma ‘Close To The Cliff’, Raising Risk Of ‘Asymmetric Move Higher In Volatility’

Storm Clouds Over German Industry Stubbornly Refuse To Clear

December 5, 2019December 5, 2019

Another day, another dour data point.

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‘Nobody Move, Nobody Get Hurt’: Trade Talk Stalemate Sets In Ahead Of Deadline

December 5, 2019December 5, 2019

And a relative calm sets in over Chinese markets.

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Japan To Roll Out Stimulus Package Totaling 26 Trillion Yen

December 4, 2019December 4, 2019

It may fall flat. We’ll see.

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Scholars Say Trump’s Actions Are Impeachable. Here’s A Common Sense Take On The First House Judiciary Hearing

December 4, 2019December 4, 2019

“While the president can name his son Barron, he can’t make him a baron”.

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9 Comments on Scholars Say Trump’s Actions Are Impeachable. Here’s A Common Sense Take On The First House Judiciary Hearing

For Volatility, 2019 Is No 2017. But 2021 May Be

December 4, 2019December 5, 2019

Looking back at history, it generally takes around two years for those feedback loops to fully manifest themselves.

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As Trade Talks Hang By A Thread, A Soybean Problem Emerges

December 4, 2019December 4, 2019

This is pretty simple, really.

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ISM Services Isn’t ‘Great’ – ‘Again’ Or Otherwise

December 4, 2019December 4, 2019

Maybe this is enough to get a dovish lean out of the Fed.

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ADP Is Out-And-Out Whiff, Prints Worst Since May

December 4, 2019December 4, 2019

“The job market is losing its shine”.

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As Hong Kong Unveils New Stimulus, Wicked PMI Plunge Portends Q4 GDP Disaster

December 4, 2019

“…unless December brings a dramatic recovery”.

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Trade News Merry-Go-Round Finds US, China Closing In On Tariff Rollbacks

December 4, 2019December 4, 2019

“Off the cuff”.

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4 Comments on Trade News Merry-Go-Round Finds US, China Closing In On Tariff Rollbacks

In Latest Escalation, ‘Odious’ House Passes Xinjiang Bill Mandating Sanctions On Chinese Officials

December 3, 2019

“We are long past the point when this should have been done”.

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1 Comment on In Latest Escalation, ‘Odious’ House Passes Xinjiang Bill Mandating Sanctions On Chinese Officials

One Of Wall Street’s Biggest Bulls Is Cautious On 2020. Here’s Why

December 3, 2019December 4, 2019

It’s not bearish, but it’s not sanguine either.

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Trump On Thin Ice With Traders As US Stocks Sink Third Day

December 3, 2019December 3, 2019

“I don’t watch the stock market”.

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2 Comments on Trump On Thin Ice With Traders As US Stocks Sink Third Day

Impeachment Report: Trump Solicited Interference In US Elections, Intimidated Witnesses, Endangered National Security

December 3, 2019December 3, 2019

“The President’s scheme was exposed”.

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1 Comment on Impeachment Report: Trump Solicited Interference In US Elections, Intimidated Witnesses, Endangered National Security

Kamala Harris Bows Out Of Presidential Race After Stunning Fall From Top Tier

December 3, 2019December 3, 2019

“My campaign… simply doesn’t have the financial resources we need to continue”.

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1 Comment on Kamala Harris Bows Out Of Presidential Race After Stunning Fall From Top Tier

Why Not Just Ban Huawei From The US Financial System?, Trump Wondered

December 3, 2019December 3, 2019

This plan could still be dusted off.

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1 Comment on Why Not Just Ban Huawei From The US Financial System?, Trump Wondered

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Monthly Letters

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October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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