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Inflation Week!

November 8, 2026November 8, 2026
  • Rasputin Presiding

    November 8, 2026November 8, 2026
  • Weekly: Melodrama

    November 7, 2026November 7, 2026
  • ‘Dem Fatale’ Crashes The AI Party

    November 6, 2026November 6, 2026

Markets

On Wall Street: Crash And F’in’ Burn

November 5, 2026November 7, 2026
  • Did Democrats Just Kill ‘New 60/40’?

    November 5, 2026November 6, 2026
  • Um, Excuse Me, But Your Chips Are Bleeding

    November 5, 2026November 6, 2026
  • Deus Ex Machina?

    November 4, 2026November 5, 2026
  • The Capex Catch-22

    November 3, 2026November 4, 2026

economy

Inflation Fatalism Has Set In

November 6, 2026November 8, 2026
  • Drunken Monkey Darts

    November 6, 2026November 8, 2026
  • ‘Tis The Season! For Temporary Fulfillment Jobs

    November 5, 2026November 6, 2026
  • Senseless Iran War Triggers BoE Hike, 5% Inflation Warning

    November 5, 2026November 5, 2026
  • Irrepressible

    November 4, 2026November 5, 2026

Geopolitics

Tsunami

November 4, 2026November 5, 2026

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

Duly Noted

US Jobless Claims Chase History

November 5, 2026November 7, 2026

Tech Got No Love This Earnings Season

November 3, 2026November 8, 2026

Here’s A Fun S&P Corrections Flow Chart

February 16, 2018February 16, 2018

If you try hard enough, I have no doubt you can find plenty of confirmation bias in there to support your penchant for loading up some more headed into the weekend.

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7 Comments on Here’s A Fun S&P Corrections Flow Chart

What The Hell Is Going On With The Largest IG Corporate Bond ETF?

February 16, 2018February 16, 2018

Boy, I’ll tell you what: you people are yanking money out of bond funds like there’s no tomorrow.

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Are Central Banks Trying To ‘Purposely’ Engineer Volatility? These Investors Think So

February 16, 2018

The bottom line: for credit investors, the risk of central banks becoming more hawkish is now a two-headed beast.

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1 Comment on Are Central Banks Trying To ‘Purposely’ Engineer Volatility? These Investors Think So

‘Bubbly Rallies’ And ‘Sharp Selloffs’: 3 Scenarios For Stocks As Inflation Pressures Build

February 15, 2018February 15, 2018

The fun may be just getting started.

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2 Comments on ‘Bubbly Rallies’ And ‘Sharp Selloffs’: 3 Scenarios For Stocks As Inflation Pressures Build

Tom Lee’s Latest Bitcoin Prediction Is Here (That Is Its Own Joke)

February 15, 2018

Listen, Fundstrat Global Advisors’ Tom Lee is a guy who knows Bitcoin, ok?

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1 Comment on Tom Lee’s Latest Bitcoin Prediction Is Here (That Is Its Own Joke)

David Stockman Presents: The Folly Of 2% Inflation Targeting

February 15, 2018

“At the end of the day, the real scandal of central banking is that it takes credit for what it doesn’t cause and can’t achieve in the main street economy, while ignoring the mayhem its machinations bring to the financial system.”

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3 Comments on David Stockman Presents: The Folly Of 23 Inflation Targeting

50 Yards…

February 15, 2018February 15, 2018

“Wow, dad.”

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oilLeave a Comment on 50 Yards…

Hedge Fund Decca Loses 25% Of Its Value In ‘Vol-pocalypse’

February 15, 2018

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This Has Only Happened 3 Times Since 2012 (Banana Republic Edition)

February 15, 2018February 15, 2018

Ok, so do you want to see something funny?

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‘I’ll Bet Every Algo In Asia Was Reading That Text’: It Was Harry!

February 15, 2018February 15, 2018

Wait, Harry? Who the fuck is Harry?

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2 Comments on ‘I’ll Bet Every Algo In Asia Was Reading That Text’: It Was Harry!

Only ‘Odd-Balls’ Think Low Vol. ETFs Are Vulnerable During A Tantrum, Says Guy Running Low Vol. ETF

February 15, 2018February 15, 2018

“…when you look at any given day or week, you see what appear to be odd-ball circumstances.”

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What The Hell Is Going On With Stocks? Explanations Vary…

February 15, 2018February 15, 2018

Who knows.

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22 Comments on What The Hell Is Going On With Stocks? Explanations Vary…

Goldman’s Buyback Desk Went Nuts During Selloff, But It Wasn’t Enough…

February 14, 2018February 14, 2018

Whatever the case, it looks like Goldman’s buyback desk isn’t enough to stop the bleeding in an acute situation…

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2 Comments on Goldman’s Buyback Desk Went Nuts During Selloff, But It Wasn’t Enough…

David Stockman: ‘Goldilocks’ Is A Figment Of Your Imagination

February 14, 2018

“That was fast.”

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5 Comments on David Stockman: ‘Goldilocks’ Is A Figment Of Your Imagination

A $30 Million Military Parade Is Just What The Doctor Ordered For A Stock Market Terrified Of Fiscal Outlook

February 14, 2018

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‘You’re Going The Wrong Way!’

February 14, 2018February 14, 2018

“Oh, they’re drunk. How would they know where we’re going?”

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oil6 Comments on ‘You’re Going The Wrong Way!’

Albert Edwards: ‘TrumpÂ’’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’

February 14, 2018February 14, 2018

“…a ruinous fiscal deficit in excess of 15% of GDP will be Trump’s legacy.”

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3 Comments on Albert Edwards: ‘TrumpÂ’’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’

Trader: Here’s Why I Would Fade Ray Dalio’s Massive Short

February 14, 2018

“We will probably never know, but I think it’s an interesting exercise to speculate on the reasons for the massive bet.”

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5 Comments on Trader: Here’s Why I Would Fade Ray Dalio’s Massive Short

Wall Street Weighs In On ‘Super-Important’, Bigly Tremendous CPI Beat

February 14, 2018

“…inflation risks are clearly shifting to the upside.”

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CPI Quick Take: What Happens When The Battle Is ‘Won’?

February 14, 2018February 14, 2018

That’s the question.

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1 Comment on CPI Quick Take: What Happens When The Battle Is ‘Won’?

Futures Plunge, Yields Spike As CPI Fears Realized

February 14, 2018February 14, 2018

Well there you go folks. 

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3 Comments on Futures Plunge, Yields Spike As CPI Fears Realized

CPI Blows Through Estimates, End Of World?

February 14, 2018February 14, 2018

U.S. JANUARY CONSUMER PRICES RISE 0.5%; CORE INDEX UP 0.3%

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3 Comments on CPI Blows Through Estimates, End Of World?

The Most Critical Number In The World Or Mountain Out Of A Molehill?

February 14, 2018

And so we waited, breathless.

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Overnight: Yen-Sanity

February 14, 2018

It was all about the yen overnight. Again.

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Market Correction: Lessons From 2006

February 13, 2018

If you’re looking for some confirmation bias for your still-bullish outlook…

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Jerome Powell Is About Two Rate Hikes Away From Getting A Lesson In Erdoganomics 101

February 13, 2018

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Die Another Day.

February 13, 2018February 13, 2018

So the real drama (if there proves to be any) will come tomorrow.

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2 Comments on Die Another Day.

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Monthly Letters

The Arbitrageur

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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