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This Financial Crisis Will Be Like None Other In History
Here's how I think it goes down.
Quoth the Raven
Mar 20
72
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This Financial Crisis Will Be Like None Other In History
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"This Is Not 2008, This Is Not Lehman," Says A 40 Year Veteran Trader
The Credit Suisse disaster was the topic of Kenny Polcari’s latest note on markets that I wanted to offer up this morning. His take is fairly different…
Quoth the Raven
Mar 16
49
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"This Is Not 2008, This Is Not Lehman," Says A 40 Year Veteran Trader
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Credit Suisse And Equity Markets Teeter On The Brink
The bank run snowball continues to roll down the mountain, gaining in size and speed as the days go by.
Quoth the Raven
Mar 15
64
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Credit Suisse And Equity Markets Teeter On The Brink
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How to Cut Through the New Gordian Knots
Governance on every level has reached a gruesome nadir.
Quoth the Raven
Mar 14
61
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How to Cut Through the New Gordian Knots
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The Fed Is Fighting Panic With Panic
Is the equity market rally back on? Don't be so sure.
Quoth the Raven
Mar 13
51
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The Fed Is Fighting Panic With Panic
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The Bank Run Genie Is Out Of The Bottle
With rates close to 5%, how could we have not seen this coming?
Quoth the Raven
Mar 10
99
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The Bank Run Genie Is Out Of The Bottle
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The Fed Will Soon Raise Their 2% Inflation Target
A 50 bps hike "screams desperation", says Kenny Polcari.
Quoth the Raven
Mar 9
29
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The Fed Will Soon Raise Their 2% Inflation Target
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Jerome Powell, Black Swan
"...the ultimate rate peak is likely to be higher than expected."
Quoth the Raven
Mar 8
54
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Jerome Powell, Black Swan
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It's Starting To "Reek" Of A Cold War
"Is there anyone out there that still thinks China is not going to take Taiwan before November 2024?"
Quoth the Raven
Mar 7
28
10
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It's Starting To "Reek" Of A Cold War
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Will Real Estate Ever Crash Again?
"The peanut gallery seems convinced that the housing market is crashing, but perhaps we should be even more concerned that it isn’t."
Quoth the Raven
Mar 6
35
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Will Real Estate Ever Crash Again?
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"A Tsunami of Inflation": One Interview Everyone Should Watch This Sunday
Looking to red-pill your outlook on the global economy? Here's 51 minutes I found to be extremely sharp analysis on how the world is changing…
Quoth the Raven
Mar 5
46
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"A Tsunami of Inflation": One Interview Everyone Should Watch This Sunday
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One Sector I Think Could Get Ugly Without Warning
One group of names I'm still avoiding due to what I believe is an asymmetric risk profile that looks as risky as it ever has.
Quoth the Raven
Mar 3
34
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One Sector I Think Could Get Ugly Without Warning
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