Anything would have been better than last year…
Day: January 14, 2017
Is The Market Turning On The Man In The Blonde Wig?
And now, back to our regularly scheduled programming…
China: We’ll “Fight Against Protectionism,” Lead “Global Governance” Push
Beijing is making a concerted effort to present China as the new champion of global governance. To the extent Trump believes he’s undercutting the Chinese, he’s actually creating a kind of power vacuum that Xi Jinping is more than happy to fill.
Chart Check (Heisenberg “Uncertainty” Principle)
What’s wrong with this picture?
Dear Donald: You’re Not Hamilton And We’re Not Living In 1791
Since the election, these pages have been awash with commentary suggesting that the incoming Trump administration is likely making a tremendous mistake by adopting an
Massive Treasury Short Now At 4 Standard Deviations
If there’s one thing leveraged funds are damn sure of, it’s that short Treasurys is the way to go in the new year.
Presenting Goldman’s “10 Questions For 2017”
I’ll take the under.
“Trading On Faith” Has Its Limits
“With tangible details on most of these policies still missing, the market’s capacity to advance driven purely by faith is now showing its limits.”
