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Day: March 9, 2017

“Fuck The Facts!”: What Donald Trump Learned From Big Tobacco

March 9, 2017March 9, 2017

“Doubt is our product.” Why? Because doubt “is the best means of competing with the ‘body of fact’ that exists in the mind of the general public. It is also the means of establishing a controversy.”

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It’s The Big One! What To Make Of Friday’s All-Important Number

March 9, 2017

Listen, if you’ve lost the plot line don’t worry because everyone else has too. Just

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4 Comments on It’s The Big One! What To Make Of Friday’s All-Important Number

This Is What It Looks Like When Everyone Starts Selling Their “Junk”

March 9, 2017

Over the course of the last two days, I’ve suggested that perhaps the junk bond bubble

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More Trouble

March 9, 2017

I don’t know if maybe you noticed, but this is playing out exactly like I

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oil, OPEC1 Comment on More Trouble

“What You Got Was The Exact Opposite”: Macro Hedge Funds Join The “Dumb” Money

March 9, 2017

I swear to God I’m starting to think that before this is all over, index

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So Yeeahhh… About That Reflation Thing

March 9, 2017

“While investors may return to the reflation narrative again, it’ll take more than a few political speeches to get them there.”

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Wells Fargo Offers To Address Heisenberg’s Concerns – “No Account Numbers” Necessary

March 9, 2017March 9, 2017

They’re just trying to help, dammit.

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Albert Edwards: “2008 Is Going To Look Like A Soft-Landing When The Fed Blows This Sucker Sky High”

March 9, 2017

Ok, so if you’re bearish, a market skeptic, or otherwise prone to cynicism, you know that when SocGen’s Albert f*cking Edwards comes stomping through, you just have to sit your ass down and let the master do his thing…

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1 Comment on Albert Edwards: “2008 Is Going To Look Like A Soft-Landing When The Fed Blows This Sucker Sky High”

“Animal Spirits”: An American Tragedy

March 9, 2017

Not sure this was what Keynes had in mind…

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Dammit, Who’s “Sherlock” Here? BofAML Weighs In On A Fed That’s Behind The Curve

March 9, 2017

“While this has allowed the Fed to have its cake and eat it too at the March meeting, in our view there could be a bigger sign from the markets to the Fed: financial conditions could be at the cusp of signaling that policy is behind the curve.”

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“It Means A Financial Crisis” Any Questions?

March 9, 2017

I really, really hope that I’m not right about France. But the setup is hard to

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Oil Erases Entire OPEC Cut Rally: “And Like That, It’s Gone”

March 9, 2017March 9, 2017

Well goddammit I told you so. I don’t how many times I’ve said that oil

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oil, OPEC2 Comments on Oil Erases Entire OPEC Cut Rally: “And Like That, It’s Gone”

Key Calls (Thursday): Upgrades, Downgrades & Initiations

March 9, 2017

Are your stocks on the list?

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“I Think It’s Safe To Say Everyone Will Take A Glass Half-Full Approach”

March 9, 2017

“I think it’s safe to say that given the current mood among traders, they will be squarely focused on the glass half-full elements rather than grasp at signs for temperance.”

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“Please Let There Be A Cute Girl There With Glitter” Or, Your Last Minute ECB Preview

March 9, 2017March 9, 2017

As Bloomberg notes, “while the ECB is unlikely to surprise today, the central bank meeting

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Monthly Letter+

  • Reinventing Wheels

    April 23, 2023May 2, 2023

Week’s News

Don’t Short A Bubble

May 25, 2023May 27, 2023

Nvidia Scores Historic One-Day Value Gain On ‘iPhone Moment’

May 25, 2023May 26, 2023

Man Who Downgraded America Weighs In On Debt Ceiling Drama

May 23, 2023May 24, 2023

Corporate America’s New Strategy: Just Say ‘A.I.’

May 22, 2023May 23, 2023

Debt Ceiling Crisis Spotlights Democracy’s Dilemma

May 21, 2023May 22, 2023

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Recent Comments

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Monthly Letters

Reinventing Wheels

April 23, 2023May 2, 2023

Lost At Sea

March 11, 2023April 29, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

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