Well, the White House is pissed. BREAKING: We've got Trump tax returns. Tonight, 9pm ET.
Day: March 14, 2017
“Big Trees Fall Hard”
Just how complacent and sanguine are equities ahead of the Dutch elections and the Fed?
Goldman Goes Full-Kolanovic: Warns Systematic Strats Are Overexposed, Will Exacerbate S&P Selloff
Marko Kolanovic. You know the name. He’s Gandalf. Nostra’quant’mus. JPMerlin. If you frequent these pages,
Here’s How To Play An Increasingly Volatile Oil Market
If you needed a reminder that oil prices can be volatile and are hyper-sensitive to
Your Last Minute Preview Of Wednesday’s “Other” Big Event
Well, it looks like there may be hope for Europe yet. While some commentators expected
Oil Whipsaws As API Data Clashes With Saudi Headline Hockey; “Steve” Weighs In
On Monday, we introduced you to “Steve.” Steve hates two things, as far as we
“Quick, Buy That (Macro) Dip!”
Earlier today, we noted that the correlation between implied vol and equities is breaking down
Tuesday Humor: Don’t Worry About Crude… “Because Lines”
For those fearing the kind of deflationary downdraft and attendant market rout that a continued collapse in crude might well occasion (remember January, 2016), don’t worry because… well… “because lines”…
5 Weeks To Go Aaaand… Nothing
The following visuals depict the extent to which markets either have a better read on this year’s trio of elections in Europe than they did on the Brexit referendum and the US election, or the extent to which markets have learned nothing from those experiences.
Another Market Anomaly Emerges
More than a few (hundred) commentators have taken a stab at explaining why volatility has
Ku Klux Klan Gives Imperial Wizard Stamp Of Approval To Iowa Republican Steve King
“I’m an Imperial Wizard and I approve this message.”
“Junk-pocalypse Now”
Suddenly, everyone is talking about the HY canary in the stretched market coal mine. As
A Day After Conway’s “Microwavegate”, WaPo Describes “Professor Trump’s History Class”
“Children sitting in Professor Trump’s history class would learn that Obama was America’s first Muslim president; that his co-religionists celebrated in the streets following the 9/11 attacks; that their vaccination schedule is the dangerous scam of greedy doctors; that Ted Cruz’s father might have been involved in the death of John F. Kennedy”…
Crude Plunges (Again) As Saudis Reverse 1/3 Of January Cuts, “Steve” Stunned
Earlier this morning, we noted that crude had put the brakes on a six day
6 Bullet Points Explain Why You Should Be Wary On Wednesday
On Monday in “These Charts Do Not Scream ‘Ready For A Super Aggressive Fed’“, we
“What Blizzard? It’s A Couple Of Flakes”: Markets In Cryosleep Ahead Of Snow, Fed, Geert
Welcome to day 2 of 2 in the pre-Fed, pre-Dutch election market cryosleep. Overnight we
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Canaries”
“A sign that the market is accepting that rates are indeed going higher? That issuance is finally taking more to digest? Or just another correction that looks mild if you’ve ridden this thing for the last year? My hint: it may not matter as funds were marked-to-market at year-end.”
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