Month: November 2024

I’d like to mangle the last word of a quote from John Brown just before he was hanged at the dawn of The Civil War:

By Pucklore | November 3, 2024 |

“I… am now quite certain that the crimes of this guilty land will never be purged away – but with [meanness].” I’m not worried about the election winner. Trump will win. I am worried about a potential mental degradation… of…

Vault

Jamie Dimon expounds on his earlier potential call of the decade of a 7% 10-year rate. He is also urging at the front end for, “clients to be prepared for that kind of stress.” We also need to stop thinking of China as a 10 foot giant.

September 26, 2023

“What we’re seeing unfolding in real time is nothing short of a tech war between the U.S. and China…. We are going to see a bifurcation of a Chinese led technology world and an American led technology world,” says Palantir advisor Jacob Helberg.

September 20, 2023

Former PIMCO economist Paul McCulley doesn’t see a reason for a recession. Nor is there a compelling reason to forecast one.

September 20, 2023

“I think this is more normal than zero interest for 10, 12, 14 years,” says former Barclays CEO Bob Diamond to Andrew Ross Sorkin.

September 17, 2023

Michael Shumacher of Wells Fargo thinks 10-year bond yields go down from here. He doesn’t think the U.S. Government can “tolerate” 6-7% on the 10-year.

September 17, 2023

“Today, we just raise prices,” says Jim Bianco. “The economy has fundamentally changed since 2020.”

September 16, 2023

Zhiwei Ren of Penn Mutual questions the ability of asset managers to purchase duration. He believes there is a risk that demand fails to meet the Treasury supply.

September 15, 2023

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