Confidence Bubbles and Pipe Dreams This week, the stock market boomed. The number one instigator for the bullish surge in equity prices was a [...]

[Reuters] Wall St Week Ahead: After breathtaking surge, US stocks’ path may rest on economic soft landing [Politico] How a flood of [...]

Good to see U.S./China tensions ease. It’s clearly in both countries’ interest. Especially with war raging in Gaza, President Biden could [...]

[Yahoo/Bloomberg] Stocks, Bonds Rise as Rate-Cut Conviction Builds: Markets Wrap [Yahoo/Bloomberg] Oil Collapses Into Bear Market as Robust Supply [...]

Gold prices surged following an increase in weekly jobless claims, maintaining strength in the wake of recent CPI data. The market’s [...]

[Yahoo/Bloomberg] Stock Rally Pauses as Weak Earnings Sour Sentiment: Markets Wrap [Yahoo/Bloomberg] China Stocks Fall as Traders Unimpressed by [...]

[Yahoo/Bloomberg] Stocks Extend Rally as Target Soars on Profit Beat: Markets Wrap [Yahoo/Bloomberg] Oil Dips With Differing Views From IEA, OPEC [...]

Treasury auction reveals cracks in system San Francisco prettied up for Xi Private Equity time-bomb being pawned off to middle-class bag holders [...]

[CNBC] Stocks surge as October inflation is less than forecast: Live updates [Yahoo/Bloomberg] Oil Steadies as IEA Sees Market Better Supplied Than [...]

In the markets, there is a ton of information. An analyst’s job is to separate the wheat from the chaff. And there’s a lot of chaff. The reasons [...]

[Yahoo/Bloomberg] Stocks Edge Lower Before Key Inflation Data: Markets Wrap [Reuters] Dollar rallies to fresh one-year high against a beaten-down yen [...]

[Yahoo/Bloomberg] US Shutdown Risk Eased in Stopgap Plan Offered by Johnson [Yahoo/Bloomberg] Stubborn Core Inflation Helps Explain Some Fed [...]

All the King’s Men This week was nothing short of a bloodbath for the hard asset trade, and, to some degree, a continuation of the sheer bliss that [...]

[Reuters] Moody’s turns negative on US credit rating, draws Washington ire [Yahoo/Bloomberg] US Credit-Rating Outlook Changed to Negative by [...]

I prefer not to refer to old CBBs. I’m making an exception this week, extracting from the February 6, 2009, edition. In “Government Finance [...]