Here's how I think it goes down.
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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…
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The bank run snowball continues to roll down the mountain, gaining in size and speed as the days go by.
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Governance on every level has reached a gruesome nadir.
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Is the equity market rally back on? Don't be so sure.
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With rates close to 5%, how could we have not seen this coming?
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A 50 bps hike "screams desperation", says Kenny Polcari.
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"...the ultimate rate peak is likely to be higher than expected."
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"Is there anyone out there that still thinks China is not going to take Taiwan before November 2024?"
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"The peanut gallery seems convinced that the housing market is crashing, but perhaps we should be even more concerned that it isn’t."
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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…
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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.
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