Stocks

Eurodollar University’s Making Sense; Episode 32; Part 3: Deja ‘V’, CNY Goes Hollow (Is It 2017 Again?)

By |2020-10-30T15:21:31-04:00October 30th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, worth 100 kuài. Artwork by David Parkins, captain of the good ship HMS Lolipop.    ———WHY——— 32.3 Is the recent gain in the CNY an engineered feint? The [...]

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Roaring GDP, So What’s That In The I

By |2020-10-29T20:15:43-04:00October 29th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

US GDP both nominal and real came roaring back in Q3. Posting its largest single quarter gain ever, and it’s not even close, the domestic economy appears to have surmounted the COVID obstacles as well as others imposed by Q1’s GFC2. These estimates are the most gigantic yet. By the numbers, real GDP was $18.6 trillion (SAAR) during Q3, up [...]

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Eurodollar University’s Making Sense; Episode 32; Part 2: Plucking Out By The (Unit) Root

By |2020-10-28T19:11:29-04:00October 28th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Short Round. Artwork by Dr. Henry Walton “David Parkins” Jones, Jr.   ———WHY——— 32.2 Self-Reinforcing Delusion of Econometric ModelsThe world is complex.  Too complex to model.  Assumptions must [...]

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What’s Going On, And Why Late August?

By |2020-10-28T19:06:31-04:00October 28th, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

This isn’t about COVID. It’s been building since the end of August, a shift in mood, perception, and reality that began turning things several months before even then. With markets fickle yet again, a lot today, what’s going on here?What you’ll hear or have already heard is something about Europe and more lockdowns, fears about a second wave of the [...]

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Eurodollar University’s Making Sense; Episode 32; Part 1: Oh, *Now* They’re Interested

By |2020-10-26T15:16:26-04:00October 26th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr ———WHO——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiArt: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, Short Round. Artwork by Dr. Henry Walton "David Parkins" Jones, Jr.   ———WHY——— 32.1 Our Monetary Authorities Have No Authority on MoneyHow many years behind are regulators, from [...]

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Eurodollar University’s Making Sense; Episode 31; Part 3: For The Love of Everything, Pay Attention To Japan

By |2020-10-23T18:03:26-04:00October 23rd, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr   ———WHO———   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, confused and conflicted. Artwork by David Parkins.    ———WHY——— 31.3 Bank of Japan as Monetary Policy Recce / Recon squadThe Bank of [...]

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The Unit Root of the Missing Monetary Monomial

By |2020-10-21T21:06:55-04:00October 21st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

Milton Friedman first proposed his “plucking model” of the economy back in 1964. In doing so, he said that any economy is sort of mean reverting, in that any setback it might experience, a recession or some such, is merely a temporary deviation from the prior established trend. In his own words (NBER, 44th Annual Report): Consider an elastic string [...]

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Eurodollar University’s Making Sense; Episode 31; Part 2: Show Me The Money, I’ll Show You The Inflation

By |2020-10-21T16:46:54-04:00October 21st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr ———WHO———   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, confused and conflicted. Artwork by David Parkins.    ———WHY——— 31.2 A Faux-Central Bank relies on Inflation ExpectationsReal central banks manage money supply. Fake [...]

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Yep, There’s A New ‘V’ In Town And The Locals…Don’t Seem To Much Care For It

By |2020-10-21T16:54:10-04:00October 21st, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

They should be drooling over the prospects of a clearing path toward normality. The pain and disaster of 2020’s economic hole receding into a more pleasant 2021 which would have been in position to conceivably pay it all back before any long run damage. Getting back to just even with February instead is becoming a distant probability, the kind of [...]

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Eurodollar University’s Making Sense; Episode 31; Part 1: Extremely Relevant Certainty About ‘Highly Uncertain’

By |2020-10-19T16:33:45-04:00October 19th, 2020|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

———WHERE——— AlhambraTube: https://bit.ly/2Xp3roy Apple: https://apple.co/3czMcWN iHeart: https://ihr.fm/31jq7cI Castro: https://bit.ly/30DMYza TuneIn: http://tun.in/pjT2Z Google: https://bit.ly/3e2Z48M Spotify: https://spoti.fi/3arP8mY Breaker: https://bit.ly/2CpHAFO Castbox: https://bit.ly/3fJR5xQ Podbean: https://bit.ly/2QpaDgh Stitcher: https://bit.ly/2C1M1GB Overcast: https://bit.ly/2YyDsLa PocketCast: https://pca.st/encarkdt SoundCloud: https://bit.ly/3l0yFfK PodcastAddict: https://bit.ly/2V39Xjr ———WHO———   Twitter: https://twitter.com/JeffSnider_AIP   Twitter: https://twitter.com/EmilKalinowski   Art: https://davidparkins.com/   Jeff Snider, Head of Global Investment Research for Alhambra Investments with Emil Kalinowski, falling out of balance, splitting his differential and tipping the h— over. Artwork by David Parkins. ———WHY——— 31.1 Fed is Only a Bank [...]

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