— Will the Bulls have Christmas? — “There are known knowns. These are things we know that we know. There are known unknowns … ” — An apt description of the new world of Covid Omicron. — Worst case scenarios — Too Much Information — the number of mutations on the spiked protein — Take a deep breath….
Tag: covid delta
What’s bugging’ this market? Record highs and no celebrations
— A series of new all-time index highs but no popping of corks — A flight to safety goes on under the surface–a 1.25% yield on the 10-year Treasury July 7, couple with a ‘risk off’ 7% drop in the Russell 2K since July 1 — Are we headed for an economic slow-down or recession? This question…
“The bond market agrees with the Federal Reserve — inflation is temporary” Huh!
— “Inflation has peaked.” — “The rate of growth has peaked at home and abroad, as well.” — “Investors of all stripes, foreign and domestic, are offsetting their exposure to equities by purchasing high quality Treasuries to provide ballast in their portfolios.” — “The spread of the Covid delta variant may slow global growth if…