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Market Catch: Macro Inflection Points

Market Catch: Macro Inflection Points

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing I was interviewed by @DKellerCMT in a FINAL BAR guest segment to highlight a macro inflection point based on rising unemployment claims and a potential...
Market Catch: Coordinating Crisis Intervention

Market Catch: Coordinating Crisis Intervention

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing On a calendar-year basis, 90% of the $SPX return in 2019 was recovering the Q4 2018 drop: Barry Ritholtz, Bloomberg Top Charts Central banks the world...
Market Catch: The Consumer Matters

Market Catch: The Consumer Matters

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing I’m back – from ‘Early Christmas’ with Delilah and Moe – and in other news: Brexit – The UK is leaving the EU on the 31st January. Impeachment...
Market Catch: Excess Reserves

Market Catch: Excess Reserves

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing I’m back – from ‘Early Christmas’ with Delilah and Moe. Top Charts Trump is saying China will buy $50 Billion of American farm goods when tariffs are...
Market Catch: FAAMG Bubble

Market Catch: FAAMG Bubble

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing I’m back – from ‘Early Christmas’ with Delilah and Moe. Top Charts Add this chart to the list of ’01 similarities with...
Market Catch: Unicorns And Utilities

Market Catch: Unicorns And Utilities

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing >>Bonds Are Stocks Without A Circuit Breaker Top Charts From Otavio (Tavi) Costa’s chart below, Lyn Alden illuminates the point about overvalued,...
Market Catch: Endangered Species

Market Catch: Endangered Species

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing >>Bonds Are Stocks Without A Circuit Breaker Top Charts “Just one-tenth (10%) of the US equity market’s trading volumes now comes from...
Market Catch: Recession Triggers

Market Catch: Recession Triggers

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing >>Bonds Are Stocks Without A Circuit Breaker Top Charts Recession triggers: Mark Zandi, the chief economist at Moody’s Analytics Top Tweets Top Trades...
Market Catch: Credit Sending Signals

Market Catch: Credit Sending Signals

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing >>Bonds Are Stocks Without A Circuit Breaker Top Charts Value has never been this cheap vs. Momentum, with the relative forward P/E of Value vs....
Market Catch: Inflection Point

Market Catch: Inflection Point

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Bonds Are Stocks Without A Circuit Breaker Top Charts While $SPX reached a new high, the Top 10 IPOs had been plunging since July. “Most notable...
Market Catch: Front-Running

Market Catch: Front-Running

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...
Market Catch: Upside Potential in VIX

Market Catch: Upside Potential in VIX

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...
Market Catch: Shortable Event

Market Catch: Shortable Event

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...
Market Catch: January 2018 Deja Vu

Market Catch: January 2018 Deja Vu

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...