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Tues@11



Anticipating the anticipations of others
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Bern Baby, Bern!
Republicans sell nightmares, Democrats sell dreams. Reality, and the middle ground on which it rests, always takes a back seat. Welcome...


Suspended Animation
Investors have been stuck in neutral recently pondering the results of the final push in the U.S. China trade negotiation saga. Markets...


'Tis The Season
I know, I know, Christmas is usually the time when you use this expression. These words come from the song, Deck the Halls, one of my...


False Positive
Whether from China, Europe, or domestically, there is much to be negative about. Leading economic indicators have rolled over. Confidence...


V for Vague
With markets up 12% from from the panic lows of December, cooler heads seem to be prevailing. Although the trajectory of economic growth...


True Confessions
Citigroup kicked off the U.S. earnings season yesterday with a surprisingly upbeat message. In his conference call, CEO Michael Corbat...


Dead Cat Alert
The stock market is currently bouncing in a decidedly 'deceased feline' fashion. A better late than never Santa rally, I guess, so enjoy...


Naughty & Nice 2
Just like one of those endlessly bad movie franchises (what are we at now, Rambo 7?) I'm gonna produce a repeat performance of last...


Bottom Fish
The stock market is looking better on this morning's surprising revelation from senior Chinese officials that trade dealmaking is still...


Rope-A-Dope
The wait is over. Last week saw the end of the long awaited drama. The pundits were beside themselves for weeks as they tried to handicap...
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