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The sudden declines in production illustrates the fatal flaw in the shale business model.

April 16, 2020 9:03 am
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We Will Solve the Virus, but What Comes Next?

April 17, 2020 7:04 amApril 16, 2020 9:02 am
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Overcapacity / Oversupply Everywhere: Massive Deflation Ahead

April 16, 2020 8:58 am
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Why April 14th Looks Like a Near Term Top

April 17, 2020 7:04 amApril 16, 2020 8:54 am
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Brick & mortar department stores will never recover; they were toast before the lockdowns.

April 17, 2020 7:04 amApril 16, 2020 7:58 am
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“Unemployment is spiraling toward 20%. Retail sales just dropped the most on record. Global economists predict the worst recession in eight decades. And stock investors have made peace with it all”

April 17, 2020 7:04 amApril 15, 2020 10:26 pm
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All US jobs created since the Great Recession have been wiped out in just 4 weeks; It took one month of volatility to Annihilate any remaining semblance of Fed Credibility and independence.

April 15, 2020 10:13 pm
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Someone purchased 35K of 16 Oct’20 $255 puts on SPY paying a whopping $63.7m for these puts.

April 15, 2020 9:29 pm
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The W.H.O. should be held accountable for lying about the virus and saying it cannot be passed via human to human transmission and advising AGAINST travel restrictions in January and February.

April 17, 2020 7:04 amApril 15, 2020 8:10 pm
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Yelp – The Sick Company of the Tech industry

April 15, 2020 8:00 pm
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Is the Buffett Indicator thru the roof?

April 15, 2020 7:59 pm
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Your puts are screwed. But they really shouldn’t be.

April 15, 2020 7:58 pm
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Here Are Some Things You Can Control in an Out-of-Control World

April 15, 2020 7:57 pm
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The US & EU – On The Road To Bankruptcy

April 16, 2020 1:10 pmApril 15, 2020 7:08 pm
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Bending the Inflation Curve

April 15, 2020 3:11 pm
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Leland Miller: “Look, here’s your new paradigm. It is that there is no longer a failure allowed, bankruptcies are allowed, the government backstops everything and we’re going to see how long that goes until the system implodes. So, there’s your new paradigm.”

April 15, 2020 9:27 am
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Why the Coronavirus Could Raise Wages

April 16, 2020 1:10 pmApril 15, 2020 8:38 am
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CNN Is Basically Publishing Chinese Military Press Releases on How Well It’s Handling the Coronavirus. Meanwhile They’re Bashing Trump. It’s Incredible: the MSM in General Is a Propaganda Arm of the CCP

April 16, 2020 1:10 pmApril 14, 2020 8:32 pm
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REPORTER: “Why are there no consequences for China?” TRUMP: “How do you know there are no consequences? China will find out.. You’d probably be the last person on Earth I would tell.”

April 16, 2020 1:10 pmApril 14, 2020 8:24 pm
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Will You Resume Normal Daily Activities Once The Coronavirus Restrictions Are Finally Lifted?

April 16, 2020 1:10 pmApril 14, 2020 7:19 pm
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