“Do you ever have déjà vu, Mrs. Lancaster?”
Day: February 24, 2017
The S&P Has Now Gone 93 Days Without A 1% Decline
“Since 1980, there have been only six instances of the S&P 500 trading for 80 or more consecutive days without a 1% decline.”
So You Want To Be Long Oil? Here’s How You Should Do It
Earlier on Friday I said “you just have to laugh.” And I meant that. There’s
Spot The Dumb Money
You know what they say…
Goldman Wants To Know What Trump Voters Are So Damn Upset About
Obviously, large swaths of the American electorate (and this apparently applies to European voters as well)
All You Can Do Is Laugh
Still bullish?…
“Has The Whole World Gone Crazy?!” Part Deux
For the hundredth time: “What do rates know that credit doesn’t?”
Holy “Schatz”
If you’re long equities, it is incumbent upon you to explain this to yourself…
“A Glaring Error Of Omission”
VaR shocks. Taper tantrums. I talk about such things a lot. And with good
Reflation Frustration
This is probably a decent time to start asking yourself if the narrative still makes
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Our Animal Spirits Have Been Shot By Poachers”
“It’s not so much whether the Fed minutes were a damp squib, the media round by the Treasury Secretary was underwhelming or we were once again reminded of European political risk”…
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