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Looks like the market is getting a head start on this post-election "vol crush" everybody keeps talking about
TLT on track for its best session since Aug. 2. I'm sure you remember what happened one trading day later.
Nvidia to replace Intel in the Dow…can’t help but wonder whether that Battlestars ETF is arriving exactly at the top for that trade.
If you look around the table and can't spot the exit liquidity, then you are the exit liquidity
Whenever you hear Wall Street rhapsodize about “democratizing” an asset class, you should run for the hills. @ScottWapnerCNBC
I fear America as a nation is genuinely not prepared for a Mets-Phillies division series. South Jersey will be a war zone. Our Interstate Wawa System is at risk of collapse. Our strategic Hoagie and Tanning Oil Reserves will be severely stressed. We may never know peace again.
254K jobs added in September...animal spirits are back, baby
When you're grasping at straws to justify a recession call that is just not panning out marketwatch.com/story/the-bond…
So much for another carry-trade blowup...USDJPY is down 1%+ today, and yet, US market is higher
Apple stock is continuing a long and storied tradition of falling as the company unveils its new product lineup marketwatch.com/livecoverage/a…
Bottom-up Q3 EPS estimate for the S&P 500 fell by 2.8% during the first two months of the quarter. That's larger than the 5-yr and 10-yr average decline. So analysts haven't adjusted their forecasts to reflect a substantial economic slowdown.
Is LULU the most obviously mispriced stock in the market right now?
Looking forward to reading the inevitable NYMag/FT/BBG piece about this
It's on. $NVDA NYC Watch Party August 28, 3:30pm - ? at Storehouse. They'll let us play the earnings call over the speakers + keep on CNBC and other financial news channels on a few TVs. I'm pumped. This is going to be funny either way. Drop me a line at lauren at…
U.S. dollar has fallen to its weakest level since July 2023
Surging stocks suggest a soft landing, rising bonds and gold signal a hard landing, falling prices for economically sensitive oil and copper point to weak global growth, and a lower USD raises doubts about international investor confidence. via @jsadinolfi @MarketWatch
(MarketWatch) - Waiting for the jobs revisions? Not unusual. The annual update to U.S. employment gains is late, as is often the case. The report usually doesn't make waves and investors rarely anticipate it. The Bureau of Labor Statistics has often been a bit, well, tardy, to…
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Bill Watts
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