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"The resilience of China’s banking system may be severely tested,

4 super-cap names are more than 60% of the S&P 500’s returns YTD: Microsoft: 28% of the S&P’s gains this year; Apple: 15%; Amazon: 13%; Google: 11%. Total: 67% of the S&P 500’s YTD return

"...we are closely monitoring the emergence of the coronavirus, which could lead to disruptions in China that spill over to the rest of the global economy."

The liquidity crisis that continues to percolate just below the surface of the market and has clogged up the critical plumbing within the US financial system, is getting worse, not better.

"The public buys the most at the top and the least at the bottom..."

"...includes an estimated negative impact of the coronavirus outbreak in China of approximately $50 million to $60 million in sales."

Global stocks resumed their ascent to all time highs on Tuesday amid fresh coronavirus "hopes" after China’s top medical advisor said the Chinese epidemic may peak over the next few weeks.

"Unions are strongly against the job and branch cuts plan"

"In light of these risks - and considering the persistently weak growth data - I find the valuations of European risk assets rather astonishing..."

China warned of "zombie firms" in early 2020. Now, with the coronavirus outbreak, they are dealing with a "zombie" country...
 

"It will take time for vendors to change their product launch roadmaps in China, which is likely to dampen 5G shipments."

"I consider $15,000 gold and flat stocks+bonds to be a more realistic scenario than $1,500 gold and the SPX back under 2,000..."

"The interest rates are likely to be on par with those offered to banks' top clients."

Over the course of the last few months Doyle and Moynihan have been in the midst of an extensive array of motions and responses, many filed under seal, going back and forth with IRS Counsel in the course of their having their day in the US Tax Court vs the Internal Revenue Service

"Leveraged credits are in an eerily similar situation to what was surfacing out of the subprime mortgage market back in 2007..."

IBM has been Slack's largest customer for several years and has expanded its usage of Slack over that time. Slack is not updating its financial guidance...