Off And Running.
“Equities are ‘foaming at the mouth’ to start the week”…
“Equities are ‘foaming at the mouth’ to start the week”…
“…a distinct déjà vu vibe.”
“The difference, of course, being that the all-knowing property of stocks has now moved to bonds.”
“Foaming at the mouth”.
Not everyone is convinced Friday started the countdown to the apocalypse.
Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…
What happens in the lead-up to “first cuts”?
“The pain trade is still up.”
‘De facto easing’ versus the ‘March surprise’.
Risk asset buoyancy amid a cloudy outlook.
…but mostly the “long”.
Of ‘LOLz’, ‘gong shows’ and end-of-cycle dynamics.
“…but every high in our indicator is lower, notwithstanding these massive stimulus packages.”
“…the current gap is one of the largest since the GFC”.
“… and most likely permanently.”
As bad as 2018 was for nearly all investors, last year was especially trying for equity hedge funds.
Trade, car tariffs and Fed minutes.
Is the transmission channel “unclogged”?
“That’s a brand name”.
It may well be too late for anyone who didn’t participate in January.
“To me, it just confirms that markets are psychologically volatile.”
“However, a move down through 2575 in SPX”…
Ok, it’s time for “narrative” check – as it were.
Who knows – maybe ask Sophia.
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