Grab ‘Em By The Surplus
“I think it is mainly down to Trump. The threat is becoming more real.” So
Rope: Read And Understand Operator’s Manual Before Using
Donald Trump will command a majority of headlines in the days ahead, but a bevy
Earnings Seasons Are Back To Normal
“Back to normal.” Earnings seasons are back to normal. That’s according to Goldman’s David Kostin
What To Expect From ‘Trump 2.0’
If you want to know what to expect from a second Donald Trump term, here’s
Survival Of The Richest
Four bullets. He took four bullets, each one an occupational hazard. Or at least that’s
6.6K Spoos By Inauguration (MAGA Flows)
They were buying US stocks on MAGA day. “Wednesday saw the biggest daily inflow in
To Shop Or Not To Shop
The US consumer mood brightened early this month, according to the preliminary read on the
Powell To Trump: I’m Not Going Anywhere
Reporters only cared about one thing Thursday while questioning Jerome Powell: Donald Trump. The Fed
Fed Cuts Again As Powell Braces For Trump
The Fed cut rates by a quarter-point on Thursday, as expected. I don’t think there
Leveraged ETFs Were $17 Billion Flow Kicker To MAGA Rally
So, yeah: Modern markets did their thing in the monster, mid-week MAGA melt-up. The post-election
Bank Of England Delivers Cautious Cut As Fiscal Uncertainty Clouds Outlook
“External shocks have abated,” helping to facilitate the disinflation process. So said the Bank of
The Dollar In Trump’s Second Coming
A word on the dollar. I suppose I should say another word on the dollar.
Vol Crush Unlocked
Vol was obviously crunched hard into a truly raucous, post-election rally on Wall Street. “MAGA
For Democrats: A Reckoning
It wasn’t close. Really it wasn’t. Donald Trump served notice this week that America’s still
We’re Going Back!
In the early-morning hours of November 4, 2020, when votes were still being tallied in
Vol Crush Loading
Everybody likes a good forward on an esoteric backtest. For what it’s worth, at least
Surprise! US Services Sector Still Going Strong
The US services sector is holding up well, data released on Tuesday showed. That’s not
See You At The Capitol!
Put on your red hats and sling your rifles, it’s Election Day in the US.
US Stocks: Exceptional And Exceptionally Expensive
How richly-valued are US equities? It’s all relative. To the dot-com bust. I’m kidding. But
Passive Aggressive
What share of the US equity market’s passively owned? Non sequitur, I know. Every article’s
Red Sweep Or Harris-Gridlock?
Admittedly, I don’t so much enjoy the days ahead of US elections. It’s very difficult,
‘Harris-Gridlock’ As The Vol Killer
As much fun as a Trump-inspired surge in small business sentiment and a galloping, animal
Gamblers Assemble!
Markets were awake Monday to the possibility that trading the US election based on betting
Save The City
This week, tens of millions of Americans will, for a third time, cast their ballots
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