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"The worst case scenario for the broader market would likely be the contested election result."

Wall Street analysts have responded to the report with skepticism.

Chinese society must therefore have real courage to engage calmly in a war that aims to protect core interests, and be prepared to bear the cost.

Suga's key focus is to push forward with Abenomics, particularly the combination of the active deployment of fiscal stimulus and the large-scale monetary easing program...

Looking at the key market events this week, central banks take center stage, with a raft of policy announcements due from around the world.

Many currently believe “bear markets” and “crashes” are a relic of the past. Central banks globally now have the financial markets under their control, and they will never allow another crash to occur...

Nikola published a press release attempting to address several points in last week's Hindenburg Research report. So far, the market isn't satisfied.

"The conclusion is that we should remain in a buy on dip market."

"We have a lot of franchisees interested in expanding drive-thru capacity." 

"the change in the Fed’s framework makes us even more confident that inflation will be structurally higher over this cycle and beyond."

BNSF Railway and Union Pacific are facing the same problem: An unprecedented spike in intermodal traffic that wants to move out of Southern California to Texas, Chicago, and elsewhere in the Midwest.

Real yields are set to soar by 150bps from their current -1% to approximately 50bps.

Just don't hold your breath.

Never before - not even during the dot com days - have we seen such a frenzy of retail call buying.

"We have a huge divergence of what’s happening in the stock market to what’s happening in the underlying economy.  Rod Serling could not have imagined how crazy this stock market valuation has become."

The young have every right to be aggrieved: in the US, real median net worth by age has diverged markedly since the 1980s, benefiting the boomers and crushing the youth.

 “This isn’t an equity price miracle or the market being irrational. This is the market processing one of the greatest business miracles of all time...”

The economic cycle is tied closely to demographics, debt, and deficit. If you agree with this premise and the data, then the media’s optimistic views are unlikely... rationalizing high valuations today will likely lead to disappointing future outcomes.

That could buy a lot of Apple calls...

"You have lost $2 billion of money that wasn't his to begin with but that he has been telling the world he has. My advice to you is to leave town." This is also my advice to the people at Softbank running money for MBS with the same strategy.