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@seth-golden
Mike Wilson of Morgan Stanley:
“This time, we have a potentially much more inflationary combination of an unprecedented targeted fiscal stimulus and possible deregulation of the banks to get the cash into the hands of lower income individuals and small businesses that are inclined to spend it. Such a dramatic shift in US fiscal and monetary […] View
How Marko Kolanovic Would Use Big Data To Save The World In Future Pandemics
6 April 2020
BY THE REAL HEISENBERG APRIL 5, 2020 Over the course of the last three months, the world was reminded that when it comes to outbreaks (and especially epidemics and pandemics), it’s [...]
China’s Economic Recovery and Equity Markets
5 April 2020
Goldman Sachs: The article below is from our BRIEFINGS newsletter of 31 March 2020 More than two months after imposing quarantines to battle the COVID-19 epidemic, China is on the economic road [...]
Latest memo from Howard Marks: Which Way Now?
3 April 2020
Howard Stanley Marks (born April 23, 1946) is an American investor and writer. He is the co-founder and co-chairman of Oaktree Capital Management, the largest investor in distressed securities worldwide. In 2019, with [...]
Shall We Resume The Retest: Bear Markets 2.0
1 April 2020
It was a rather volatile day for traders Tuesday, which “turned” out to live up to its “trade name”, Turn Around Tuesday. From Monday’s exuberance to Tuesday’s doldrums, [...]
Bear Market Guide 1.0
31 March 2020
If you are bullish on markets near-term, Monday’s market action likely increased your bullishness. The major indices all rose more than 3%, led by the tech-heavy Nasdaq (NDX), which is [...]
Wading Through & Into A Bear Market
30 March 2020
Today’s Daily Market Dispatch is a condensed version of our weekly Research Report (Published Sundays). If you appreciate the analysis, articulations and detailed content, upgrade to our Contributor Membership [...]
Weekly Recap From Capital Economics
29 March 2020
Services get pummelled in March; worse is to come Global Economics Update 24 March 2020 WRITTEN BY SIMON MACADAM The March Flash PMIs for advanced economies were dreadful. The composite PMI for [...]
Unfathomable, Unprecedented & Inconceivable Rally…
25 March 2020
A “buy everything rally” ensued on Tuesday, which is known as “turn around Tuesday and which has held true of late. The past 3 Tuesdays the S&P 500 (SPX) has [...]
Fed Support & Helicopter Money: Is It Too Late?
24 March 2020
If you just looked at the closing prices for the major averages on Monday, you might have overlooked the significance in the headlines that surfaced before the market opened that [...]
