2022 shaping up poorly for stock markets, bonds, house prices and cryptocurrency. Bulls, allow me to be the first and last person to tell you… You’re in trouble.

The spread between 30YR Mortgage rates & 30YR Treasury rates spiked to 1.61% This spread and economic expansions haven't coexisted for very long in the past The Fed has suggested they may start outright selling MBS (still buying this month). …

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2021 shaping up to be a big year for CLO issuance… AMC sold three times more shares than movie tickets in Q2… SPX operating cash flow as a percent of market cap at the lowest level in two decades

2021 shaping up to be a big year for CLO issuance, per JPMorgan: pic.twitter.com/uZU0XDbGu2 — Tracy Alloway (@tracyalloway) August 10, 2021 "AMC Sold Three Times More Shares than Movie Tickets in Q2" https://t.co/F8jbRnJJ0R ROFLMAO! — Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 …

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2020 Is Shaping Up To Be A Fun, Scrappy Fight

CORN, POPPED: Will 2020 Democrats Help Trump By Destroying Each Other? Ed Kilgore in this piece repeats a bit of advice to the candidates from Steve Rosenthal: “Don’t try to stifle new ideas, new opinions, or new plans.” That’s encouragement to …

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