"Something's Got To Give": Goldman Warns As Hormuz Hopes & Soaring Semis Lifts Bonds & Stocks (Again)
The correlation of SPX vs pretty much every other macro asset has broken down...
The correlation of SPX vs pretty much every other macro asset has broken down...
...while Rubio signals optimism on peace deal in 'days'.
"Hasan didn't refute the network. He mapped it."
April was indeed the cruellest month for decades for Iraq's crude oil production...
"The Fake News media has the story wrong, again."
Since a Girl Scout cannot walk around your house to the back yard to the back door, neither can the police...
Hedge funds and mutual funds have continued their recent portfolio rotations away from Software and toward Semis.
Escalation against "command centers"...
"This is all going to be a theft scheme."
About time.
...the bigger risk may not be "the market down" – but rather the market finally rewarding something else...
All the normal people have gone... Californian Democrats can't, and won't, fix themselves...
Whole Foods remained the most expensive retailer...
It's almost impossible to believe...
Overall, this was a forgettable auction with mediocre stats and internals.
Yet options positioning needs a reset...
Hoped-for progress in the Strait notwithstanding, geopolitical risk is here to stay and it isn’t necessarily all ‘in the price’...
