Was it ever plausible that China’s economy could grind to a halt and there wouldn’t be any consequences for the U.S. economy? No.Many commentators talk about supply chains in China, but how many have actually visited factories in China, other than care…
Let the news and headlines speak for themselves, but read them carefully, there’s a point to all of them: “Techs are back with a big vengeance. People continue to chase momentum,” said […]
S&P futures are surging again. Cornohaha VIrus is cured! Sell the news?
Monetary policy can be implemented through outright purchases or sales of securities, which permanently changes the size of the Federal Reserve’s System Open Market Account (SOMA) portfolio.
Monetary policy can be implemented through outright purchases or sales of securities, which permanently changes the size of the Federal Reserve’s System Open Market Account (SOMA) portfolio.
Withholding tax collections are soaring. But despite that and the massive stimulus of skyrocketing government outlays and ever widening deficits, the ‘conomy is only so-so. Here’s why, what it means for liquidity and the markets. And of course, what you should do about it.
Each bubble has its poster child. Is $TLSA it this time? I can’t say, but I can spot a buy panic when I see one. This morning $TSLA seems to have peaked […]
Yesterday Mohamed El-Erian advised investors not to buy the dip this time. What do they do? Jam fully into markets again. The addicts can’t be stopped. And so the market follows the […]
S&P futures are bonering. They hit support yesterday, and surprise, surprise, the dip buyers were out in force. Well, not a surprise actually if you recognize that the Fed pumping $100 billion a month into dealer trading accounts permanently tilts the playing field. Doesn’t mean that the market can’t go down, just that it probably won’t stay down for long.
Monetary policy can be implemented through outright purchases or sales of securities, which permanently changes the size of the Federal Reserve’s System Open Market Account (SOMA) portfolio.