Going global…
Day: January 31, 2017
Tuesday Humor (Clownin’ Trump)
“Respect my authoritahhh!”
Surprise! Markets Can Go Down Too!
“Nowadays, we have markets that have gone up or markets that have crashed. When they rise, the powers-that-be are doing their jobs and investors are getting their just rewards. When they go down, everyone just got their pockets picked.”
Trader: “Markets Are Sleep-Walking Into Disaster” As Trump Becomes “Autocrat”
“Trump is doubling down on his hardline autocratic approach, ensuring that markets won’t be able to overlook the implications of his immigration order. U.S. equities look worryingly vulnerable.”
I Admire The Man, But He’s No Philosopher – And He’s No Political Scientist Either
I really didn’t want to have to do this…
Trump’s Idiot Trade Czar Tanks Dollar With Absurd Attack On Germany
One wonders if Navarro’s comments might just reflect the political biases of Steve Bannon, whose Breitbart News has been fanning the populist flames in Europe for years in an apparent effort to bolster the prospects of nationalist politicians in France, the Netherlands, and yes, Germany.
Key Calls: Goldman Reiterates Long Commodities Bias
“While this return is nearly twice the equity market and suggests markets have already priced in much of the reflation theme for 2017, we do believe there is still upside from here of c.5%”
Trump’s Attorney General Pick Once Told Attorney General Trump Just Fired To “Say No” To President
“You have to watch out because people will be asking you to do things you just need to say ‘no’ about.”
This Is Your Brain On Cross-Asset Correlations
If you’re a regular reader (and let’s face it, why wouldn’t you be?) you know I talk quite a bit about cross-asset correlations and volatility…
Key Calls (Tuesday): Upgrades, Downgrades, & Initiations
Are your stocks on the list?
Daily Kickstart (Trump Trainwreck Overshadows BoJ, Eurozone Inflation, GDP)
Well, this is officially a f*cking trainwreck. As you’re probably aware by now, President Trump
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