1 |
Duly Noted+ |
2 |
US Housing Thaw Belies Absurd Affordability Spiral |
3 |
Biden Gets A Break As US Consumer Sentiment Revised Sharply Higher |
4 |
Another Bear Narrative Dies As GDI/GDP Gap Closes |
5 |
‘One Day Out Of The Blue’ |
6 |
Is Jerome Powell Ignoring His Own Models? |
7 |
Will Fed Hikes Catch Up To Corporates After All? |
8 |
Quiescent Vol Conjures Ominous Parallel |
9 |
An Audience With The Emperor |
10 |
Why US Bond Yields Should Be Far Lower |
11 |
Up, Down Or Sideways? |
12 |
Fed Went Record-Broke In 2023 |
13 |
MAGA Merger |
14 |
American Consumer In Limbo Amid Macro, Political Ambiguity |
15 |
5% Versus FOMO |
16 |
A Milestone Abstention |
17 |
Drill It Up, I Say |
18 |
New US Home Sales Slip, Prices Fall Amid Signs Of Normalization |
19 |
Stop Me If You’ve Heard This Before |
20 |
Corporate Bid Still Only Game In Town For US Equity Demand |
21 |
US Inflation Update To Show Stalled Progress In Holiday Week |
22 |
Goldman: S&P Could Soar To 6,000 This Year. Or Dive To 4,500 |
23 |
Escape To Ukraine? |
24 |
In Moscow: Murder |
25 |
After Attack On Ukraine Energy Infrastructure, Russia Issues Thinly Veiled Threat |
26 |
Cash For Stocks! |
27 |
Monthly Letter+ |
28 |
Sinners And Saviors |
29 |
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30 |
Week’s News |