Other articles


  1. Playing chicken with the Fed

    Published: Fri 05 August 2022
    Updated: Fri 05 August 2022
    By steve

    In markets.

    The Fed and the BoE

    Central Banks

    Everyone (well, someone) keeps asking me “Why is the Bank of England raising rates so much when everyone is forecasting that we’re about to go into a recession?” To be honest

    170 years of Bank of England policy rates:

    <blockquote class="twitter-tweet …continue

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  2. Not so sunny now

    Published: Thu 04 August 2022
    Updated: Fri 05 August 2022
    By steve

    In markets.

    Sunrun inc

    Sunrun: “ESG” is for Everybody Screws the Government (RUN US)

    Muddy Waters is short Sunrun Inc. (RUN) because we see it as an uneconomic business built on three shaky pillars: The equity story of exaggerated “Subscriber Values” and “Gross / Net Earning Assets”, funding growth through abusing tax incentives …

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  3. Russia has become a fascist regime

    Published: Mon 01 August 2022
    Updated: Mon 01 August 2022
    By steve

    In markets.

    Monday 1, August 2022

    Wrap

    Oil was a big loser today. The nearby month of the WTI future dropped by 4.7% to $93.9. Presumably, this was a delayed reaction to the negative GDP print last Friday. Whether or not the US is in recession is an arcane topic …continue

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  4. Little Dishy Rishi is a loser

    Weekending 31 July

    Conservative leadership contest

    Things are looking bad for Rishi. The master of detail and the straight-A student has failed to learn that to get elected you must promise the undeliverable. Truss, who has on several occasions embraced policies that even Milton Friedman would have approved of, understood …continue

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  5. Cakeism risks inflation

    Published: Thu 28 July 2022
    Updated: Thu 28 July 2022
    By steve

    In markets.

    Thursday 28, July 2022

    Recession or not?

    Will we have a recession? If inflation hits 10%, it seems almost impossible to avoid. We’d have to increase nominal GDP by more than 10% to avoid real GDP going down, for two quarters. The BLS (or some quango in the USA …continue

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  6. Suprise Fed Hike. Risk assets surge

    Published: Wed 27 July 2022
    Updated: Wed 27 July 2022
    By steve

    In markets.

    Wednesday 27, July 2022

    Wrap

    Markets showed once again how unpredictable they are. The Fed announced (at 6pm, after markets closed) that it would hike by 75bp. This was not a surprise. Powell threw a bone (bucket of hay?) to the bulls by saying that the Fed would adjust its …continue

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