Latest Posts
Trader: Things Have Changed And Here’s Where The World Is Going Next…
“Although the Republicans are supposedly the party of fiscal conservatism, we all know that sort of talk is only for when they are not in power.”
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‘Call It Fate, Call It Luck’: That Dollar Pullback Everyone Was Begging For Is Here
“…call it karma”.
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‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis
“…or is this just déjà vu all over again?”
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China Trolls Trump, Will Slash Tariffs On Imports From ‘Majority’ Of Trade Partners
“Clever”.
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In Norway, A Dovish Lift Off
“[I hope] normalization of rates comes before the next downturn.”
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Markups Everywhere: The Evidence Is Compelling That We’re All Getting Fleeced
“The fact of monopoly markups has been obvious to Buffett and the big banks for years. Now the academic evidence seems to be catching up.”
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Credit Suisse’s Kasper Bartholdy Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative
“Are central bank balance sheets really shrinking at all?”
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Is The Reflation Trade Back? Not According To One Bank
“The ‘reflation trade’ indicator continues to lose momentum; we do not foresee a sharp reversal towards the ‘reflation trade’ for the remainder of the year.”
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Trump Takes Sessions Attack To New Level: ‘I Don’t Have An Attorney General’
“It’s very sad”.
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On Dianne Feinstein’s Handling Of Kavanaugh Nomination: Don’t Hate The Player, Hate The Game
Duly noted, Bob, but at this juncture, the GOP is damned if they do and damned if they don’t.
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You Call It ‘Yuan Stability Promises’ And ‘Stimulus Hopes’, I Call It ‘The National Team’
“Tomato, tomahto”…
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‘What Happens At Georgetown Prep’: Kavanaugh Nomination Now Complete Train Wreck As Ford Demands FBI Probe
What happens at Georgetown Prep, doesn’t stay at Georgetown Prep…
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Trader Asks: How Long This ‘Cleanest Dirty Shirt’ Thesis Really Run?
“My bet is that on a relative basis, there are other shirts to buy.”
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Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant
“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
