Other articles

1. King Kuppy, and the plight of the common man.

   Kuppy and the Incredible Hulks

   Kuppy has been keen on tankers for a long time.

   Wrap

   Another strong risk-on day. Trump leaves hospital, Pelosi talks about stimulus packages, the trade deal is on (again?), CL1 jumps 6.2%. All agricultural commodities green, with the exception of corn, which is flat …

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2. Is this really going to continue indefinitely, and is it truly deflationary?

   Wolfstreet and Druck

   Today, I read this article, from Wolf Richer’s blog. I think that Druck had previously said how grateful we should be for all these high-tech companies providing valuable services to us below cost (or, maybe in the case of Amazon, barely above cost). Well, yes, these …

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3. So why not load the bazooka with the kitchen sink and go nuclear?

   The Fed goes where other CBs fear to tread

   I stole the title of this post from Robin Wigglesworth’s “The Fed’s Vietnam moment” published today. He, in turn stole it from Alan Ruskin of Deutsche Bank (with acknowledgment). It argues that the Fed may be getting in too …

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