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Your guide to a disrupted world
Robert Armstrong dissects the most important market trends and discusses how Wall Street's best minds respond to them. Sign up here to get the newsletter sent straight to your inbox every weekday.
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Plus, some optimism on sticky inflation
Even ‘safe’ stocks are selling off
Lockdowns have made government stimulus futile
But the upstart retail brokers may not
And how the Fed can control rent inflation
Plus more on margins
The risks are hard to measure, until something breaks
And El Salvador’s bitcoin debacle
There is precious little logic left in the market
And are bonds in a bear market?
And more on sentiment
Have risk assets finally adjusted to the new reality?
A close look at stocks’ very, very bad year so far
Plus inflation expectations and dividend stocks
And 澳门葡京赌场网站’s ‘impossible trilemma’
And the SEC vs activists, again
And crypto yield farming
What everyone thought would happen is happening now
And maybe the Netflix mess was predictable?
Post-pandemic markets are genuinely more uncertain
And bitcoin vs bitcoin miners
And consumer credit gone wild
And 澳门葡京赌场网站 cannot solve Russia’s oil export problems
Also, there are not enough commodities
Plus, the Russian oil shock is not priced in