“Frederick Douglass is an example of somebody who’s done an amazing job and is getting recognized more and more, I notice.”
Day: February 1, 2017
Look How Stupid People Are: Recapping A Spectacular January For High Yield
God knows I’ve been a persistent critic of HY credit for the better part of
Chart Check (Remain Calm)
Nothing to see here…
Two Traders Sound Off On The “Apolitical” Fed
They want to normalize, but they need to figure out how to do so in a way that doesn’t lead to “excessive” dollar strength lest they should all end up getting purged for treason Erdogan-style.
Fed Statement Redline, Word Cloud
Read the proverbial tea leaves…
Remember: “Fake It ‘Til You Make It” Doesn’t Work For Sales
The great thing about the bottom line is that you can “fake it ’til you
More Wednesday Humor (“Brexiteers”)
“He’s lying to you”…
Wednesday Humor (“Stuck In The Middle With You”)
Damn, Jared. Tough spot.
Chart Check (Contrarian Indicator Double Feature)
Overly optimistic?
FEER-mongering
Tuesday’s most read post, oddly, was this one: “Trump’s Idiot Trade Czar Tanks Dollar With
One Bank Warns: “Bad Trump Dominates The News”
But as far as markets are concerned, the new administration’s FX policy is just as crazy. In fact, that statement is itself crazy. That is, the fact that the new administration has a discernible “FX policy” is nuts. And this isn’t some “well it would be nice if…” kind of thing.
Yields, Dollar Jump On Giant ADP Beat
Expect a Trump tweet soon…
Chart Check: Cross-“Ass”et Correlation
Nomination uncertainty around the corner…
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Daily Kickstart (Fed, Dollar In Focus As Global PMIs, iPhones Boost Sentiment)
Quite a lot of people seem to be hanging their hats on Wednesday’s Fed statement
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