Macro Economics Archive

Inside Friday’s Bank Earnings (JPM WFC C), The Age of Magic Money and 3,749

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“The Biggest Consensus In History”, DRI Earnings & The Coronavirus Surge, The Economics of the $ Crash, Carpe Diem

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The Biggest Bubble In History: Breakouts, Valuations, Bitcoin, Liquidity

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The Bull Case, Case Study In Mania: DIS, Clissold Twitter Thread, Hedge Fund FOMO

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The Technicians Are Unanimously Bullish, COUP & SFIX Earnings, Pulling No Punches

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Small Cap Mania, Extreme Bullishness, The $ At Support

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The Likely Narrative Through Year End, The Bear Market Rally of 1929-30, Historic Overvaluation

The vaccine announcement has given bullish investors a put option - Jim Paulsen, CIO, The Leuthold Group on "The Vaccine Put", quoted in Ben Levishon, Barron's, The Trader Column, November 21, 2020 For the last 6 weeks ...
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Interpreting the Disconnect Between Earnings and Stock Prices: The Cases of DIS & MCD

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The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings

Yesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I try to read most of his memos. Yesterday's memo, "Coming ...
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The Great Disconnect and The Fed Put

Everyone can see and feel that this is different and can sense the bizarre nature of the market response: we     are in the top 10% of historical price earnings ratios for the S&P on ...
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