Recent Posts - page 3

  • Insanity Squared

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    Insanity squared Putin is sending Iran upgraded drones that will be used against US forces to go along with the intel he is providing them Zelensky, while at war, is sending defensive drones and training to middle east countries Secretary… Read More ›

  • Waking Up to Reality Will Be Painful

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    Repeating a fundamental point, it is sudden fear for perceived safe “money” – as opposed to risky loans/instruments – that is the domain of panics and financial crises.

  • Doug Noland: Bubbles, Dams, War and Cracks

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    It was a close call, but the largest ever Q1 options/derivatives expiration went off without an accident. That said, it was anything but pretty. Friday saw a troubling market dynamic in full force. No place to hide. No safe havens. Key “insurance” (Credit default swaps) markets lurching toward dislocation. Global bonds under further heavy selling pressure. Treasuries, MBS, agencies, corporates, and muni bonds all hammered. Stocks clobbered. Precious metals battered. Spreads blowing out. CDS prices spiking higher. Emerging markets bludgeoned. Currency instability taking hold.