“Nope, never.” Which is the same answer we can all now safely give if asked the following question: “Will you ever trust this committee to conduct an unbiased investigation?”
Day: March 28, 2017
Buy-The-Dip In Danger From “Politicians Who Want To Change The Liberal Order”
“Just as the Federal Reserve is finally taking the plunge, and as a new wave of politicians in the US and Europe look bent on redefining anything from haircuts and dress codes to the pillars of the Western liberal order, any talk of ‘mean reversion’ seems a bit out of sync.”
Chart Check: “Le Pen Risk” Falls To Lowest In 5 Weeks
Is the Le Pen “tail risk” becoming more tail risk-ish?
Spicer Loses It: “If He Puts Russian Dressing On His Salad, That’s A Russia Connection”
“We don’t have that. You’ve got Russia!”
Another Reason To Be Happy: “No Policy Is Better Than Bad Policy”
“Indeed, the past few decades are replete with examples of gridlock and government inactivity being a fertile environment for U.S. financial markets.”
Look How “Weak” Obama Was On Deportation!
Warning: Sarcasm dead ahead.
Snapchat Investors Discover Mark Zuckerberg Has Monopoly On “Monetizable Fun Places To Spend Time”
“Snap is a ‘platform for the imagination’; fun place to spend time, which can be monetized.”
BofAML: Health Care Failure “Best Thing To Happen To Trump Trades Since Inauguration”
“In our view, the failure to push through healthcare reform by the GOP last week was possibly the best thing to happen to Trump trades since the inauguration. “
Wall Street Journal: Media, Experts Wrong, Trump Not Hitler, Just “Weak” Idiot
“Well, that was fast, if predictable. We’re referring to the conventional wisdom that has moved without a moment of self-reflection from declaring Donald Trump to be a dangerous fascist to a hopeless incompetent.”
Here We Go, USDJPY Eyes Lows
The barometer for how the market feels about the US reflation narrative is flashing red…
Does This Chart Show The Bursting Of The Junk Bubble?
“That’s it. It’s over. The HY bubble has burst.”
“Keep Your Composure!” Dollar Finds Its Footing, Markets Dodge Trump-Induced “Freak Out”
“We’ve come too far, there’s too much to lose!”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Goldman: These Are The 3 Most Important Questions On Tax Reform
At some point, everyone is probably going to get tired of talking about what Friday’s
“The Sky Is Falling”: When Stocks Go Down, Everyone Panics
“And don’t let anyone try to tell you that stock-market pullbacks, including modest ones, are something investors and policy makers can now handle with aplomb. You can calculate financial-conditions indices with all sorts of back-fitted weightings but when stocks go down, everyone still goes into “The sky is falling†mode.”
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