Newsclips
The Retail Mania Continues
May 20, 2020
We have been chronicling the retail mania to buy stocks. This really began in March as the public looked at the historic collapse as a tremendous opportunity.
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The Latest Infection Counts
May 20, 2020
The world ex-United States is seeing a new high in the number of people infected. Iran has a serious reinfection wave ongoing. In the United States, New York/New Jersey is in a definite downtrend while the rest of the country is holding steady.
Newsclips
Quick Comments/What We’re Reading
May 20, 2020
Today's topics include stocks still making extreme moves despite being range-bound, tracking the reopening, more on the prospect of inflation down the road, a call to limit shadow banking, is the Treasury doing enough for businesses?, making the NBER's job easy, oil demand, the UK issues negative-yielding debt, and earnings calls are getting longer.
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Cartoons
May 20, 2020
Newsclips
Quick Comments/What We’re Reading
May 19, 2020
Today's topics include China's reopening, the Fed details results of its PDCF, PNC sells Blackrock, hedge fund returns by AUM, looking for signs of inflation down the road, checking in on pandemic returns, some public companies to keep PPP loans, CFTC proposes changes to futures positions limits, bulls vs. bears, more on EBITDAC, and has Buffett lost his touch?
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Cartoons
May 19, 2020
Conference Calls
A Retail Mania in Stocks & Fed Yield Curve Control
May 18, 2020
A replay of our May 21, 2020 conference call
Newsclips
An Earnings Update
May 18, 2020
Nothing in the earnings numbers suggest the market is undervalued. That assessment is made only with a guess about the future, usually involving a return to the pre-virus era.
Newsclips
TIC Update – Record Selling of Treasuries
May 18, 2020
Foreign investors sold a record $299 billion of Treasuries in March.
Newsclips
Quick Comments/What We’re Reading
May 18, 2020
Today's topics include markets soar on Powell's 60 Minutes interview, central banks' long road ahead, uncertain inflation expectations, assessing U.S. crude oil production, crude oil's calendar contracts, Myron Scholes reads the tea leaves of the options market, an interview with Reinhart & Rogoff, the Fed's main street lending program, China returning to pre-virus economy?, and airlines have overhedged oil needs.
Newsclips
Cartoons
May 18, 2020
Charts of the Week
Household Debt Hits $14.3 Trillion
May 15, 2020
Household debt in the U.S. grew to $14.3 trillion in the fourth quarter.