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MARKET CALL: Follow The Bouncing POTUS
In our December 17 Morning Briefing, we wrote: "With bullishness abounding, contrarian indicators are flashing red, and we see…
Trump 2.0
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Bond Vigilantes Hit Another Homerun
"Bond investors are the economy's bond vigilantes. ... So if the fiscal and monetary authorities won’t regulate…
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MARKET CALL: Wall Street Is Main Street
Conspiracy theories are usually wrong even though they seem to explain a lot. The latest conspiracy theory floating on social…
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DEEP DIVE: Annihilation Days
💡This is a special advance release of Monday’s Morning Briefing, normally reserved for our institutional clients. Given recent developments,…
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Stock Vigilantes Declare: 'Mr. President, Tear Down This Tariff Wall!'
China imposed a 34% tariff on imports of US goods in retaliation for President Donald Trump's trade war…
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Unsettling Economic Policy Conditions Starting To Unsettle The Economy
Today's batch of economic indicators shows a few signs that Trump Turmoil 2.0 started to weigh on…
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Our New S&P 500 Earnings & Price Targets Under Trump's Reign Of Tariffs
Yesterday, we reduced the odds of our Roaring 2020s base-case scenario from 65% to 55% and raised the odds of…
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Trump’s Reign Of Tariffs: Stagflation Odds Up, S&P 500 Target Down
YRI Bulletin Board. Our colleague Eric Wallerstein is taking a leave of absence. He has accepted a position on the…
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Helter-Skelter
"Helter-skelter" is a term used to describe disorderly haste, confusion, or chaos. That seems to be descriptive of…
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Scared Cat Bounce?
The S&P 500 rebounded nicely today in the morning after falling into correction territory yesterday (chart). Was yesterday…
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Stock Market Vigilantes On The Warpath
The Stock Market Vigilantes have spoken. They don't like tariffs, and they don't like mass firings…
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MARKET CALL: Investing Without A Trump Or Powell Put
Anything is possible in Trump World. We can't rule out the possibility that a bear market started on…
