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Tues@11



Anticipating the anticipations of others
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TINA Melt-Up
Faced with no attractive alternative, stock investors are again being force fed. With a steady diet of low rates and permissive macro...


FOMO Years
The news Trump has been waiting for is here. Nancy Pelosi has just thrown cold water any thoughts of any near-term impeachment attempt,...


Outside Day
Old man winter, just like the scandal plagued Liberal Government, is still hanging on for dear life. We all know it's almost over, but...


Pause Button
The 'don't blink you'll miss it' rally is at risk of running out of steam. What started as a dead cat bounce, surprisingly morphed into a...


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...
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