MARKET CATCH

Top market-moving themes and insights of the day!
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Market Catch: Macro Inflection Points

Market Catch: Macro Inflection Points

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing I was interviewed by @DKellerCMT in a FINAL BAR guest segment to highlight a macro inflection point based on rising unemployment claims and a potential shift...

Market Catch: Coordinating Crisis Intervention

Market Catch: Coordinating Crisis Intervention

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing On a calendar-year basis, 90% of the $SPX return in 2019 was recovering the Q4 2018 drop: Barry Ritholtz, Bloomberg Top Charts Central banks the world over...

Market Catch: The Consumer Matters

Market Catch: The Consumer Matters

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing I’m back – from ‘Early Christmas’ with Delilah and Moe – and in other news: Brexit - The UK is leaving the EU on the 31st January. Impeachment - House...

Market Catch: Excess Reserves

Market Catch: Excess Reserves

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing I’m back – from ‘Early Christmas’ with Delilah and Moe. Top Charts Trump is saying China will buy $50 Billion of American farm goods when tariffs are...

Market Catch: FAAMG Bubble

Market Catch: FAAMG Bubble

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing I'm back - from 'Early Christmas' with Delilah and Moe. Top Charts Add this chart to the list of '01 similarities with housing picking up into the recession,...

Market Catch: Unicorns And Utilities

Market Catch: Unicorns And Utilities

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing >>Bonds Are Stocks Without A Circuit Breaker Top Charts From Otavio (Tavi) Costa's chart below, Lyn Alden illuminates the point about overvalued, overbought...

Market Catch: Endangered Species

Market Catch: Endangered Species

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing >>Bonds Are Stocks Without A Circuit Breaker Top Charts "Just one-tenth (10%) of the US equity market’s trading volumes now comes from fundamental stock...

Market Catch: Recession Triggers

Market Catch: Recession Triggers

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing >>Bonds Are Stocks Without A Circuit Breaker Top Charts Recession triggers: Mark Zandi, the chief economist at Moody’s Analytics Top Tweets Top Trades...

Market Catch: Credit Sending Signals

Market Catch: Credit Sending Signals

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing >>Bonds Are Stocks Without A Circuit Breaker Top Charts Value has never been this cheap vs. Momentum, with the relative forward P/E of Value vs. Momentum at...

Market Catch: All Things China

Market Catch: All Things China

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Bonds Are Stocks Without A Circuit Breaker Top Charts China’s outstanding debt is now more than triple its GDP... Institute of International Finance Top...

Market Catch: Inflection Point

Market Catch: Inflection Point

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Bonds Are Stocks Without A Circuit Breaker Top Charts While $SPX reached a new high, the Top 10 IPOs had been plunging since July. "Most notable of these is...

Market Catch: Front-Running

Market Catch: Front-Running

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...

Market Catch: Upside Potential in VIX

Market Catch: Upside Potential in VIX

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...

Market Catch: Shortable Event

Market Catch: Shortable Event

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...

Market Catch: January 2018 Deja Vu

Market Catch: January 2018 Deja Vu

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...

Market Catch: Historic Bond Move

Market Catch: Historic Bond Move

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...

Market Catch: The Real Trade War

Market Catch: The Real Trade War

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...

Market Catch: Asset Fire Sale

Market Catch: Asset Fire Sale

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...

Market Catch: Nationalism Trumps Tariffs

Market Catch: Nationalism Trumps Tariffs

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...

Market Catch: Not Enough Value

Market Catch: Not Enough Value

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing WE ARE HERE! SPX $3060! NOW WHAT? Oct 2nd: I believe we now chop and drop into the 9th and then move higher after that into FOMC on the 31st. Market...

Market Catch: 5G To Shake The AAPL Tree

Market Catch: 5G To Shake The AAPL Tree

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing REALLY GETTING CLOSE TO MY SPX PRICE TARGET OF $3060 from Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and...

Market Catch: The Antithesis of Facebook

Market Catch: The Antithesis of Facebook

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing APPROACHING MY SPX PRICE TARGET OF $3060 from Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then move...

Market Catch: Spying A Market Pullback

Market Catch: Spying A Market Pullback

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing APPROACHING MY SPX PRICE TARGET OF $3060 from Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then move...

Market Catch: Why Bitcoin?

Market Catch: Why Bitcoin?

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing This is still in play so pinning it until it changes: Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then...

Market Catch: Repo Apocalypse Now

Market Catch: Repo Apocalypse Now

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing My Market Call: Market Thoughts: When Is It Safe To Buy Oct 2nd: I believe we now chop and drop into the 9th and then move higher after that into FOMC on the...

Market Catch: Leverage. Lockup. Look out.

Market Catch: Leverage. Lockup. Look out.

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing In case you missed it: Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then move higher after that into...

Market Catch: Shorting At The Top

Market Catch: Shorting At The Top

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing In case you missed it last week: Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then move higher after...

Market Catch: Hanky-Panky Trading

Market Catch: Hanky-Panky Trading

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing In case you missed it last week: Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then move higher after...

Market Catch: Risks In Plain Sight

Market Catch: Risks In Plain Sight

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing In case you missed it last week: Market Thoughts: When Is It Safe To Buy? "Oct 2nd: I believe we now chop and drop into the 9th and then move higher after...

Market Catch : Q3 Earnings Season Begins

Market Catch : Q3 Earnings Season Begins

The Daily Market Catch Top market-moving themes and insights - Delivered free to your inbox. The One Big Thing In case you missed it last week: Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then move higher after...