The Loadstar

SA: The sixth Porsche

Seeking Alpha’s THE HEISENBERG writes:
“Homless,” reads the vanity tag on Jack’s black Porsche 911 GT3. “Homless,” with no “e.”
Jack lives in my neighborhood, and that’s not his real name. He seems like the kind of guy who would …

HEI: How long can liquidity trump fundamentals?

“We have seen this before”, SocGen’s Andrew Lapthorne wrote on Monday, in a kind of pseudo-lament.
What is “this”, you ask?
Simple. “This” is equities rallying despite lackluster profit growth. That was a defining feature of 2019. …