Archive - QTR’s Fringe Finance

New Top Discussion

Here's how I think it goes down.

Quoth the Raven

Mar 20

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

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

Governance on every level has reached a gruesome nadir.

Quoth the Raven

Mar 14

Is the equity market rally back on? Don't be so sure.

Quoth the Raven

Mar 13

With rates close to 5%, how could we have not seen this coming?

Quoth the Raven

Mar 10

A 50 bps hike "screams desperation", says Kenny Polcari.

Quoth the Raven

Mar 9

"...the ultimate rate peak is likely to be higher than expected."

Quoth the Raven

Mar 8

"Is there anyone out there that still thinks China is not going to take Taiwan before November 2024?"

Quoth the Raven

Mar 7

"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

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

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

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