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Olduvai III: Catacylsm
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Global ‘Game Of Chicken’ Continues – MOAB >> NFP

Global ‘Game Of Chicken’ Continues – MOAB >> NFP Today we will hit two topics, NPF and MOAB. Let’s Start with NFP About as good as it gets for the economy, not so good for Fed cuts. Not only were the headline jobs better than the top estimates on Bloomberg (303k jobs). We also revised […]

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Garbage-In, Garbage-Out – Uncertainty Goes Viral As Baltic Dry Crashes Near All-Time Low

Garbage-In, Garbage-Out – Uncertainty Goes Viral As Baltic Dry Crashes Near All-Time Low Uncertainty Let’s revisit the chart from Friday’s T-Report where we examine stocks, bonds, and oil. Oil Didn’t Buy into the Bounce At the start of the week, stocks retraced all of their coronavirus losses, but treasuries only retraced a portion and commodities […]

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Powell’s Verschlimmbessern Fed

Powell’s Verschlimmbessern Fed According to wiki, verschlimmbessern is to make something worse in an honest but failed attempt to make it better.  Other working titles for today’s T-Report included So Much Communication, So Little Information The Over-Engineered and Micro-Managed Market The Catch-22 of Fed Policy Why do Today what you Can do Next Meeting? I’ll Gladly Cut […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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