Ever since oil took a dive last week as the market suddenly decided it was time
Day: March 17, 2017
JP Merlin Returns: Kolanovic Says Buy The Dip
Remember back on Tuesday night when Goldman decided 19 hours before the Fed hike was
Friday Humor: “Something In Common”?
“As far as wiretapping I guess by this past administration, at least we have something in common”…
“PUMP” & Dump?
If there’s anything I’ve been consistent on over the past several months, it’s been the
One Republican To Another: “Am I Someone Else’s Baby?”
I saw him down at conference, and I said, ‘Hey, I just want to know if I’m somebody else’s baby.’ He said, ‘You should have called me.’
So You Want To Be An Oil Contrarian?
“Should oil rally $10, less than our commodity analyst forecast, from the current $52 to $62 by the end of 2Q (up 19%), the HY spread could decrease 48bp.”
Presenting The “Real Bubble”
“We see real rates as extremely misvalued if not in a bubble. Real rates are far below (-2pp) levels implied by prevailing GDP growth rates, which have historically provided an anchor.”
Oh (Goose) Snap!
There’s a lesson in here somewhere…
Spot The Moment “Lunatic Populist President Risk” Rose This Morning
Remember what we said last night about having to think twelve steps ahead and how
For The First Time Since Jan. 20, The Leader Of The Free World Is In Washington
If you frequent these pages, you’re well acquainted with how I like to characterize Angela
One Bank Warns: “Markets Are Too Sanguine,” Fed Hikes Now More Likely
As noted on Thursday, there’s a tug-of-war developing between two competing narratives on US Treasurys. Here’s
One Trader Says Don’t Worry, Get Drunk
Well, either Mark Cudmore was already drunk when he wrote his Friday missive, or he
Finally Friday: Oil Looks For Weekly Gain; EM, Euro Surge; Merkel Meets America’s Useful Idiot
Well, it’s quiet out there as an exceptionally eventful week (finally) winds down. As we
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
You must be logged in to post a comment.