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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

‘What If Yields Rose By 100bp?’ Questions Linger Around Bursting Of Bond Beta Bubble

November 19, 2019November 23, 2019

How dramatic would the unwind be?

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1 Comment on ‘What If Yields Rose By 100bp?’ Questions Linger Around Bursting Of Bond Beta Bubble

Here’s What’s Behind The ‘Relentless Bid For Stocks’

November 19, 2019November 19, 2019

All of this is playing out against a backdrop defined by a (rare) dearth of news flow…

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6 Comments on Here’s What’s Behind The ‘Relentless Bid For Stocks’

Here’s How Much GDP Growth The US And China Have Torched In The Trade War So Far

November 19, 2019November 19, 2019

Only the dead have seen the end of war.

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And Now, For Another Dismal, Depressing, Dreary Projection Out Of Germany…

November 19, 2019November 19, 2019

The accompanying report is all kinds of foreboding.

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The World According To Charlie: Nomura’s McElligott On Macro, Markets And Gamma As The Most Powerful Flow In The Universe

November 18, 2019November 19, 2019

“I view the world from the lens of volatility.”

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2 Comments on The World According To Charlie: Nomura’s McElligott On Macro, Markets And Gamma As The Most Powerful Flow In The Universe

The Macro Tourist Returns To Prop Trading, Sees ‘Dramatic Economic Shift’

November 18, 2019November 18, 2019

“Let’s just say that I was born to trade”.

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1 Comment on The Macro Tourist Returns To Prop Trading, Sees ‘Dramatic Economic Shift’

White House Caught Between Several Rocks And One Very Hard Place Amid Huawei, Trade, Hong Kong Drama

November 18, 2019November 18, 2019

“Total respect”.

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6 Comments on White House Caught Between Several Rocks And One Very Hard Place Amid Huawei, Trade, Hong Kong Drama

‘Donnie, I Got Sent For’. Jerome Powell Had A Little Chat With Trump On Monday Morning

November 18, 2019November 18, 2019

“You don’t wanna go? I’ll turn around.”

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4 Comments on ‘Donnie, I Got Sent For’. Jerome Powell Had A Little Chat With Trump On Monday Morning

State Department Knew In May Zelensky Felt Pressure To Investigate Biden, Contradicting Crucial GOP Talking Point

November 18, 2019November 18, 2019

Somewhere, there are written records of this.

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2 Comments on State Department Knew In May Zelensky Felt Pressure To Investigate Biden, Contradicting Crucial GOP Talking Point

‘It’s Not Clear What Trump’s Standing Will Be In A Few Months’: China Now Seen Waiting Out Impeachment Inquiry

November 18, 2019November 18, 2019

Have (stable) genius, will travel.

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‘This Would Very Likely Mark The End Of The Expansion’: Some Trouble With The Curve

November 18, 2019

The read-through for corporate profits is clear – and somewhat dour.

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5 Comments on ‘This Would Very Likely Mark The End Of The Expansion’: Some Trouble With The Curve

Not ‘Perfect’: 70% Of Americans Say Trump’s Actions In Ukraine Debacle Were ‘Wrong’

November 18, 2019

It’s not all bad news for Trump, though.

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2 Comments on Not ‘Perfect’: 702 Of Americans Say Trump’s Actions In Ukraine Debacle Were ‘Wrong’

‘It’s Taking A Toll’: WTO Says Merchandise Volume Flatlines While Singapore Exports Plunge 8th Consecutive Month

November 18, 2019November 18, 2019

“Insidious”.

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China Cuts 7-Day Repo Rate For First Time Since 2015

November 17, 2019November 17, 2019

More dribs and drabs.

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It’s ‘Wait-And-See Mode’ For Ebullient Markets As New Week Dawns

November 17, 2019November 18, 2019

There’s plenty of optimism, but when it comes to trade, market participants are understandably jaded.

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Awestruck Investors Smitten With ‘Incredible’ Market Tranquility

November 17, 2019November 17, 2019

It’s the flip-side of the overwrought, hair-on-fire rhetoric that accompanies selloffs.

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Release The Kraken! Saudis Won’t Get $2 Trillion Valuation, But Aramco May Still Break Alibaba IPO Record

November 17, 2019November 17, 2019

It will be the biggest public company by a country mile.

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Leave a Comment on Release The Kraken! Saudis Won’t Get $2 Trillion Valuation, But Aramco May Still Break Alibaba IPO Record

Tim Morrison Transcript Reveals Previously Unreported Trump-Bolton Meeting

November 17, 2019November 17, 2019

And other highlights from a busy weekend for the impeachment probe.

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Pete Buttigieg Storms To Commanding Lead In Iowa With Remarkable 16-Point Surge

November 16, 2019November 17, 2019

Buttigieg called the results “extremely encouraging”.

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24 Comments on Pete Buttigieg Storms To Commanding Lead In Iowa With Remarkable 16-Point Surge

What To Know About The Iran Protests

November 16, 2019November 17, 2019

“Rioters”.

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Bonds At The Crossroads…

November 16, 2019November 17, 2019

Where to now?

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Calls For Removal Of Bill Barr Hit Fever Pitch After Insane Federalist Society Speech

November 16, 2019November 17, 2019

Barr went further on Friday. He compared progressives to a “dangerous”, “occupying military power”.

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7 Comments on Calls For Removal Of Bill Barr Hit Fever Pitch After Insane Federalist Society Speech

PBoC Says Environment Is ‘Complex’. Fortunately, China Can ‘Properly Handle’ The Situation

November 16, 2019November 17, 2019

“Some businesses are faced with operating difficulties”.

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‘Zelensky Loves Your Ass. He’s Gonna Do It’: Taylor Aide David Holmes Delivers Body Blow In Impeachment Probe

November 15, 2019November 17, 2019

“Big stuff”.

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7 Comments on ‘Zelensky Loves Your Ass. He’s Gonna Do It’: Taylor Aide David Holmes Delivers Body Blow In Impeachment Probe

S&P’s Best Run In Two Years Takes Goldman’s Momentum Indicator To All-Time High

November 15, 2019November 17, 2019

All’s well that ends with more records.

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4 Comments on S&P’s Best Run In Two Years Takes Goldman’s Momentum Indicator To All-Time High

Dear Peasantry: Give Trump Back The House And He’ll Give You ‘Very Major Middle Income Tax Cut’

November 15, 2019

“That’ll be subject to taking over the House”.

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3 Comments on Dear Peasantry: Give Trump Back The House And He’ll Give You ‘Very Major Middle Income Tax Cut’

Alexandria Ocasio-Cortez To Introduce Bill Hiking Top Tax Rate To 59% – Cue Total Freakout

November 15, 2019November 17, 2019

The amount the plan would raise in revenue: More than $2 trillion over ten years, Schakowsky claims. 

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2 Comments on Alexandria Ocasio-Cortez To Introduce Bill Hiking Top Tax Rate To 592 – Cue Total Freakout

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