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Day: February 4, 2017

Top Strategist: Macro Is Running The Show And You “Should Not Be Surprised”

Top Strategist: Macro Is Running The Show And You “Should Not Be Surprised”

February 4, 2017February 4, 20173 min read

“Investing is macro and macro is geopolitics. If you don’t get that, you’re going to be perpetually behind the curve going forward.

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“That’s A Pretty Big Conclusion To Make”: WSJ Questions Interpretation Of “Disappointing” Jobs Number

“That’s A Pretty Big Conclusion To Make”: WSJ Questions Interpretation Of “Disappointing” Jobs Number

February 4, 20173 min read

Investors and traders aren’t enamored with the January jobs number. And why should they be? After all, at 227k it “only” beat estimates by something like

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Is This The Greatest Risk To Markets?

Is This The Greatest Risk To Markets?

February 4, 20171 min read

“(Un)favorable”…

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Saturday Humor (“What Is This Country Coming To?”)

Saturday Humor (“What Is This Country Coming To?”)

February 4, 20171 min read

Can someone please help explain what’s going on, because Donald Trump is getting frustrated…

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A Listless Nadir

A Listless Nadir

February 4, 20171 min read

So it’s the weekend and on weekends I like to keep things simple for those who, very much unlike me, have more enjoyable things to do

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DHS Suspends “Any And All Actions” On Trump’s Muslim Ban

DHS Suspends “Any And All Actions” On Trump’s Muslim Ban

February 4, 20171 min read

“Winning?”…

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Chart Check (History Is Not On My Side)

Chart Check (History Is Not On My Side)

February 4, 20171 min read

I’m going down with the ship: “this time is different.”

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Goldman Tacitly Bullish On War

Goldman Tacitly Bullish On War

February 4, 20173 min read

“A&D stocks will be direct beneficiaries of any increase in the defense budget.”

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Trump Wakes Up, Has Epic Twitter Meltdown

Trump Wakes Up, Has Epic Twitter Meltdown

February 4, 2017February 4, 20173 min read

I want to make an appeal to rationality here…

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