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Day: March 9, 2017

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

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

March 9, 2017March 9, 20178 min read

“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

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

March 9, 20176 min read

Listen, if you’ve lost the plot line don’t worry because everyone else has too. Just a month ago, everyone was thoroughly convinced that the disappointing

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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”

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

March 9, 20172 min read

Over the course of the last two days, I’ve suggested that perhaps the junk bond bubble may have finally started to burst. As noted on Wednesday,

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More Trouble

More Trouble

March 9, 20173 min read

I don’t know if maybe you noticed, but this is playing out exactly like I said it probably would. In fact, I’m not sure I’ve

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1 Comment on More Trouble
“What You Got Was The Exact Opposite”: Macro Hedge Funds Join The “Dumb” Money

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

March 9, 20174 min read

I swear to God I’m starting to think that before this is all over, index funds are going to be the only damn investment option

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So Yeeahhh… About That Reflation Thing

So Yeeahhh… About That Reflation Thing

March 9, 20171 min read

“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

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

March 9, 2017March 9, 20171 min read

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”

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

March 9, 20174 min read

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

“Animal Spirits”: An American Tragedy

March 9, 20171 min read

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

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

March 9, 20177 min read

“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?

“It Means A Financial Crisis” Any Questions?

March 9, 20178 min read

I really, really hope that I’m not right about France. But the setup is hard to ignore. The argument that Marine Le Pen can’t possibly win

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4 Comments on “It Means A Financial Crisis” Any Questions?
Oil Erases Entire OPEC Cut Rally: “And Like That, It’s Gone”

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

March 9, 2017March 9, 20174 min read

Well goddammit I told you so. I don’t how many times I’ve said that oil will almost invariably head lower (and maybe sharply lower) once

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Key Calls (Thursday): Upgrades, Downgrades & Initiations

Key Calls (Thursday): Upgrades, Downgrades & Initiations

March 9, 20173 min read

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”

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

March 9, 20174 min read

“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

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

March 9, 2017March 9, 20176 min read

As Bloomberg notes, “while the ECB is unlikely to surprise today, the central bank meeting may constrain primary and secondary credit market activity [as] President

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