America’s earnings recession has officially come to an end. I guess if you buy back enough stock and pro forma the shit out of things
Month: November 2016
What History Says About Presidents And Recessions
I know, I know. Everything will be “great again” come January when a flamboyant internet troll and his blondish hair piece move into the White
Bill Gross Exposes The “Trumpian” Lie
This is about as spot-on as you’re going to get so I wont endeavor to add much other than to say that Marx predicted this.
Impetuous Markets
As regular readers are acutely aware, I’m a big fan of Bloomberg’s Richard Breslow. I’d even go so far as to say he’s a better writer
Will Trump’s Fiscal Policy Be A “Game Changer”?
From Deutsche’s Alan Ruskin (emphasis mine): For those who were sitting on trading floor, it felt like Brexit all over again. A market led by
Because I Couldn’t Help It…
You just have to laugh (from SocGen dated 11/09/2016)… Thanks a lot SocGen…
How Strong Is Too Strong For The Dollar?
How strong is the dollar and what will America’s new commander in chief tolerate in terms of USD strength? Those are two questions worth pondering.
“7 Days Later”
Tuesday will mark “7 Days Later” for the US. No, we didn’t a zombie apocalypse last week, but we did witness the next worst possible
Global Bonds Slide $1 Trillion
The problem is simple, suppressed vol allowed vol targeting strats to lever up but when vol spikes, these strats are forced to rebalance (i.e. sell).
“The Ultimate Extension To The Decoupling Theory”
Well, count me surprised. We’ve weathered the black swan walking – the comb over cowboy – the belligerent billionaire. Here it is Friday and look
All Hail The King
‘Twas election night in America, when all through the house Not a creature was stirring, not even a mouse; My ballot was cast in the
Because Someone Had To Say It…
Average American voter explains a ballot cast for Trump:
Trader: “I See It, And Still Don’t Believe It”
How many times have I said it? Your politics or your money, choose wisely. Well America has chosen and the country is going to “be
Deutsche Bank Weighs In On Trump
Here’s Deutsche’s George Saravelos: It will take a very long time to understand the implications of a potential Trump presidency. Big picture, it re-enforces the
One Bank Explains What Comes Next
Here’s Citi on Trump: Donald Trump Wins the 2016 Presidential Election, With Republicans Controlling Both House and Senate Based on 87% of votes counted at
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