Druckenmiller, 53 Records And Three-Quarters Of A Trillion
It’s been 16 months since Stan Druckenmiller declared equities, broadly construed, uninvestable. To be fair,
Search Results for: Charlie McElligott
Bon(d)fire And The Great Wage Debate
US markets calmed down a bit Friday as gloved traders and investors sifted through the
Marko Kolanovic Finds A Bubble – In The VIX
Marko Kolanovic says the VIX is “bound to decline.” In a Wednesday note, Kolanovic blamed
Apple Of My Eye (See You In Tulsa)
“Everyone’s really, really excited”.
Goldman Sees No More Gains For S&P By Year-End, Flags Biggest Margin ‘Collapse’ In Half-Century
“…the path of the S&P 500 through year-end is not likely to be smooth”.
Albert Edwards: FAAMG Stocks Are ‘Nonsense On Stilts. Embrace The Coming Crash.’
“At what point does the stark disconnect between Wall Street and Main Street become a political embarrassment”?
Caveat Emptor.
Of course, all the usual disclaimers apply.
What 150 Years Of History Tells Us About Rallies And Bear Markets
Are stocks ahead of themselves? Here’s what history suggests.
Out On A Limb.
No asset is an island.
Markets Lost In Fog Of Trade War Amid Hopelessly Conflicting Reports
“Good and easy to win”, he said.
Are You Ready For The First Y/Y Decline In Corporate Earnings Ex-Energy Since 2009?
You can thank margin pressure and slowing global growth.
The Worst-Case Scenario Is Now The Base Case
“It is more likely than not”…
Goldman: The Odds Of A Rate Cut Were Already Low, Now They’re Lower
Powell quickly reversed [the] initial impression.
‘Plain English’ Goes Awry – Again
However, things took an abrupt turn during the press conference…
Not ‘Cutting’ It: Full Week Ahead Preview
Powell back on the hot seat.
Behold: The Incredible Flow-less Rally
“…the current gap is one of the largest since the GFC”.
Amid Momo, Growth Rout, Google Gets Bad News
Here comes more regulatory scrutiny.
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