Frontrunning: February 25
Invade Syria already, we know you will: Islamic State in Syria abducts at least 150 Christians (Reuters)Greece Struggles to Get Citizens to Pay Their Taxes (WSJ)Doubts Shadow Deal to Extend Greek...
View ArticleFrontrunning: February 26
Goldman Employees Reaped $2 Billion From 2008 Options Last Year (BBG)On Bush turf, Obama blames immigration woes on Republicans (Reuters)Tougher Internet rules to hit cable, telecoms companies...
View ArticleFrontrunning: February 27
Central Banks With Negative Rates Spur Question of How Low to Go (BBG)DHS to keep running: Congress edges toward domestic security funding patch (Reuters)Setbacks for Tsipras Stir Discord in Greek...
View ArticleFrontrunning: March 2
Hilsenrath: Fed Ushering in New Era of Uncertainty on Rates (WSJ)Is Supreme Court's chief justice ready to take down ObamaCare? (The Hill)Netanyahu arrives in U.S., signs of easing of tensions over...
View ArticleFrontrunning: March 3
3 days after Zero Hedge, here's Bloomberg: Company Cash Bathes Stocks as Monthly Buybacks Set Record (BBG)Israel's Netanyahu to address Congress in speech that has strained ties with Obama (Reuters),...
View ArticleFrontrunning: March 9
ECB Starts Buying German, Italian Government Bonds Under QE Plan (BBG)Creditors Reject Greece's Reform Proposals (BBG)Is Apple Watch the Timex digital watch of the Internet era? (Reuters)Tesla shedding...
View ArticleFrontrunning: March 18
Hilsenrath: Fed to Markets: No More Promises (WSJ)Fed set to ditch 'patient' rate vow as it eyes U.S., world growth (Reuters)Fannie, Freddie could need another bailout (Reuters)Alibaba Stock-Sale...
View ArticleFrontrunning: March 20
Clinton Charity Tapped Foreign Friends (WSJ)Dollar Set for Worst Week Since ’13; S&P Futures Rise (BBG)Shale Producers Have Found Another Lifeline: Shareholders (BBG)BOJ Kuroda says no sign of...
View ArticleFrontrunning: March 25
ECB Tells Greek Banks Not to Boost Exposure to Athens Government’s Debt (WSJ)Search teams probe wreckage of jet in French Alps (Reuters)Flight Recorders Offer Best Hope of Explaining Jet’s Fatal Drop...
View ArticleFrontrunning: April 2
Samaras Says He’d Join Alliance to Keep Greece in Euro (BBG)Tensions with Warren camp could loom over Clinton campaign (Reuters)Ackman Report on Herbalife in China Figures in Probe (WSJ)Al Shabaab...
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Can't Wait To Read Bernanke's Memoirs? Here Are All The Timeless Statements...
In lieu of a market wrap piece today, because frankly there was no "market" to speak of, just a couple of made by/for HFT stop hunts, we will instead pay homage to the man who made all this commentary...
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The Looming Russell Rebalance – What You Need To Know
Via ConvergEx's Nichaolas Colas,How many stocks are in the small cap Russell 2000 index? Nope, not 2,000… The answer is currently 1,987. The Russell 1000 (large caps) has 1,036 names, and the Russell...
View ArticleFutures Flat Ahead Of Greek Bridge Loan Approval
After weeks of overnight turbulence following every twist and turn in the Greek drama, this morning has seen a scarcity of mostly gap up (or NYSE-breakding "down") moves, and S&P500 futures are...
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The Value Of Google Just Increased By More Than The Market Cap Of 415 S&P500...
Google's result were good (even if the top-line revenue missed), but what investors were looking for, and what had pressured GOOG's stock price for the past year, was concern that runaway hiring and...
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"Irrelevant" Greece 'Deal' Sparks Week-Long Stock And Bond Buying Frenzy
This old clip seems very appropriate... Full Throttle until around 2:00... everyone smiling as the 'boat' surges ever faster... then hubris gets its revenge... Just as we said this morning...We expect...
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Treasuries Are Dumping After Bullard's "September More Likely" Rate Hike...
Overnight we saw a flush in precious metals, with no apparent catalyst, and now we are seeing US Treasuries extreme volatility as earlier strength extending gains from last week, are unceremoniously...
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Take Cover - Wall Street Is Breaking Out The Bubblies
Submitted by David Stockman via Contra Corner blog,Let’s see. Google’s record market cap gain on Friday was actually a squeaker. At $66.9 billion it easily passed in one day the entire $50 billion...
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Retail Investors'"Cult"-est Stocks
Via ConvergEx's Nick Colas,Even though we are an institutional brokerage firm, we always keep a weather eye on the state of retail investing in the U.S. There is, of course, the old saw that this...
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The End Of The Supercycle? Commodity "Capitulation" Arrives
In a note by BofA's Michael Hartnett titled "When Supercycles end", the bank looks at the latest EPFR fund flows and concludes that the wave of commodity "capitulation" revulsion selling has finally...
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Laszlo Birinyi Projects S&P 3,200 Within 2 Years, Squeaks "It's All Noise,...
"It's all noise," squeaks Laszlo Birinyi, deflecting concerns about revenues, earnings, Europe, China, commodities, and rates as he unleashes his latest extrapolation. "If we continue to grow at 11 bps...
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