“This is stone cold crazy. After a week of crazy.”
Month: January 2017
Chart Check (I’ll “Pass”)
“Great rotation”…
Trump Moves To Topple NY Times
There goes freedom of the press…
“America First”: What Traders Will Be Watching Next Week
Ok, so it turns out that even if Congress is willing to suffer Donald Trump
Here Is Tim Cook’s Letter To Apple Employees Re: Trump’s Refugee Policy
“This is not a policy we support.”
“This Is Not Sustainable”: Reversing The “Constant” Drop In Yields
Sh*t, we started in risk-free government bonds and before you knew it, we were the proud owners of diluted shares in a cash flow negative shale producer.
China: All The Charts That Matter
Here’s what’s important.
Echoes Of Massive Money Market Reform
One of the things I try (hopefully with some measure of success) to do is
If He’s So Concerned About “Terrorists”, Why Is Saudi Arabia Not On Trump’s List Of Banned Countries?
For all the talk of “change” (which seems to be every politician’s go-to mantra these days), we know of one thing that’s apparently going to remain exactly the same under Donald Trump: Washington’s steadfast refusal to acknowledge the incontrovertible fact (as opposed to “alternative facts”) that Riyadh is the problem when it comes to Sunni extremism.
“The Door Is Open To Surprises”: One Bank Warns On VaR Shock Potential
Late Friday evening, I noted that specs trimmed their record net short in Treasurys in
Chart Check (Bullish Double Feature)
Remember “irrational exuberance”?
Chart Check (“Retail Money”)
“Access denied”…
Record Treasury Short Unwinds – Slightly
In short (no pun intended), the most crowded trades of the year got a little less crowded as traders pared reflation bets following Trump’s inauguration.
Goldman: Global Fund Managers “Concerned” With Trade Wars, Protectionism
Given the distinct possibility that global trade and commerce is about to be completely upended by an unhinged real estate developer with delusions of grandeur and his cabinet of billionaires, it isn’t any wonder that when Goldman asked fund managers what they were concerned about, geopolitics and global trade topped the list.
Friday Evening Humor (Power To The People)
“The people”…
One Bank’s “Doomsday, Nightmare Scenario”
One of the most critical market trends that gets virtually zero attention in the mainstream
Full Energy Retard: Part Deux
“You gotta be super smart to trade credit, buddy, it’s not easy”…
A Perma-Bull Turns Bearish: “I’m Worried”
“It seems a weird time to suddenly turn bearish, but I’m overwhelmed by a large sense of concern as I gaze across markets.”
“Made In Mexico”
There are no words…
Chart Check (Subtle Reminder)
The chart everyone is sick of seeing…
Is The Subprime Auto Loan Bubble Bursting?
If you’ve followed the subprime auto story over the past couple of years, you’re probably
“This Is A Big Deal”: One Trader Explains The Break In The Dollar/Bond Link
“If the dollar isn’t buying it, why should stocks and bonds?”
Daily Kickstart (Japan Battles Bond Markets, Mexico/Turkey Battle FX Traders, May Meets W/Trump)
As is rapidly becoming custom, we start with FX markets, where the USDJPY rose again,
Key Calls (Friday): Upgrades, Downgrades, & Initiations
Are your stocks on the list?
Will Trump’s Tax Reforms Actually Cause More Inversions?
Reverse Yankee me please…
One Bank’s Bold Prediction For € Credit
Needless to say, I’m a big believer in the idea that the market isn’t properly
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