Think back to last month. I know that’s really f*cking hard because with Trump in office, each week feels like two years, but do your
Month: February 2017
“Fairly Soon” Means “Fairly Soon”: March Odds Spike On Spate Of Super Aggressive Fedspeak
As you might have noticed, the reflation narrative got a boost after hours when comments from a CNN International interview with NY Fed chief Bill Dudley
Tuesday Humor: The Working Man’s President
Just looking out for the little guy… by surrounding myself with billionaires.
Behold: The “Trump Trade Fade” In 2 Charts
Suddenly everyone cares about those cross-asset correlations I’ve been harping on since the election. Just about all I’ve seen headed into Tuesday’s Trump speech is
1/2 Off Heisenberg Phone Call Sale: $5,000/ 30 Minutes
It turns out people like bullsh*t research. Well, not really. Let me be more specific. It turns out people like to laugh at bullsh*t research.
Reuters Is Going To Drive Up Oil Prices Today Dammit, Even If It Kills Them
Reuters is going to drive up oil prices today goddammit, even if they have to publish 18 stories to do it…
Here Are Goldman’s Option Plays For Trump’s Big Speech
Are you looking to trade around Tuesday night’s big event? Sure you are.
What Trump Won’t Tell You About Illegal Immigrants And The Economy
One of the great things about having an intelligent, articulate, and cultured leader is that it reduces the need for the electorate to conduct their
Rise Of The “Dumb” Money In One Chart
Dear active managers…
“Steve Bannon Didn’t Get Trump This Far By Not Using The Opposition Against Itself”
Boy, oh boy, Tuesday morning’s missive from former FX trader turned Bloomberg contributor Richard Breslow reads like a summary of this week’s Heisenberg talking points.
“Big League?” Why The Market Is “Less Euphoric” On Tuesday Trump Speech
Tonight’s the night – as they say. Donald Trump will deliver his highly anticipated speech to Congress on Tuesday evening and markets will be transfixed.
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Markets Frozen As Batsh*t Crazy Trump Speech Awaited
It’s all quiet on the Western and Eastern fronts as the market sits in suspended animation ahead of Tuesday night’s circus in Washington where Donald
This About Covers It: “It’s A Confusing, Annoying, Topsy-Turvy World”
“I understand that it’s frustrating to hate the world and have to watch equities continue higher. But frankly it’s a lesson you should have learned over the last eight years.”
P2P Lender Who Accidentally Bankrolled San Bernardino Massacre Strikes $5 Billion Deal With Jefferies, Soros
Over the past week, I’ve given readers a window into the sometimes seedy world of marketplace lending. The P2P phenomenon was all the rage there for
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