The 'Ceasefire Discussions' Market Playbook: Goldman's One-Delta Desk-Head Warns Dip-Buyers
Oil clearly matters and will remain reflexive for both rates and equities, but credit remains the North Star...
Oil clearly matters and will remain reflexive for both rates and equities, but credit remains the North Star...
"the weakness in the rental market right now is alarming. Suggests there's much more deflationary pressure in housing/economy than people understand."
Test Tet
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Today in "new ways to annihilate humanity" news...
Whatever risks confront this market, the downside looks protected by fiscal, monetary and retail supports, with seasonal flows and buybacks adding to the positive mix.
The announcement of the "Tariff Dividend" couldn't have come at a more perfect time.
"By far the biggest use of those dollars will be for nuclear power plants, to get those first plants built. The U.S. currently has no commercial nuclear reactors being built."
The irony of bond fears rising on a day bonds are closed is not lost on us...
Another cockroach crawls out of the woodwork...
If the copper-gold ratio is more correct than not, stocks look too full of unchecked optimism...
The material includes radical race theories and a video of Communist and Black Panther Angela Davis explaining that "racism is integrally linked to capitalism"...
...a strong seasonal window and positive fund flows also support a year-end rally in tandem with a seemingly insatiable retail base and systematics primarily on the sidelines for now...
...when the market offers cheap short-dated gamma... you’re supposed to grab some, whatever tail you need to protect...
'Legal requirement': new policy would much belatedly have teeth behind it...
"The valuations don’t look crazy but they do if there’s nervousness on the growth story"
