“I’m not Inspector Gadget and I don’t believe people are using the microwave to spy on the Trump campaign. However, I have… I’m not in the job of having evidence.”
Month: March 2017
Chart Of The Day: Rise Of The “Dumb” Money
So as with all passive ETF posts, we have to put the word “dumb” in
“Have You Noticed Any Impact On Your Bank Accounts?” Le Pen Explains How She’s Not Going To Trigger A Bank Run
Well this one is fun. So here at HR, we’ve discussed at length the fact
Republican Congressman Doesn’t See What’s So Wrong With A Little Ethnic Cleansing
Again, what’s the big f*cking deal? King just thinks that maybe it would be better if we tried a little harder when it comes to creating an American master race.
Chart Check: “What Would You Do?”
I don’t want to set up a chart post with a strawman argument that posits a group of hypothetical investors beset with incredulity about Japan’s sudden penchant for selling US debt, but I’m going to do it anyway…
This Is Why The “Pros” Are Short Small Caps But Long The S&P
Over the weekend, I said the following about the most recent CFTC data which showed
This Is What Happens When Americans Don’t Get Their Tax Refunds
I think it’s safe to say we all knew that Americans aren’t exactly in the
Trump’s Kellyanne Conway Says Your Microwave Is Spying On You, Twitter Responds
“Microwaves that turn into cameras, etc. We know this is a fact of modern life.”
Trader Warns: Fed Meeting Will Be “Death Knell” For Reflation Trades
Dammit Mark, didn’t you learn anything from Goldman’s overnight note on commodities? When reality doesn’t reflect
Sneaky Ass Hawks
“We begin the new week with evidence that hawks are circling everywhere.”
Goldman: “Lack Of Hard Evidence” Aside, Long Oil, Copper Reco Still A Good Idea
Time stamp it. Sure, it may seem like a deflationary bombshell has been dropped on
The First Week Of The Rest Of Your Life
Welcome to the first week of the rest of your life. By now you all
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Your Quick Guide To A Big Week
As you’re aware, this is a big week. The Fed takes center stage, but the
“Spillover”
If you were following along last week (well, I guess technically it’s still “this” week,
“Clearly, Markets Would Be Scared”: Don’t Forget About Wednesday’s “Other” Big Event
“It would be a major political shock because then Marine le Pen’s claim
that nationalism could conquer the Continent would be right,” Holger Sandte, chief European analyst at the financial group Nordea, said in a podcast. “Clearly markets would be scared.”
Chart Check: “Who’s Right?”
This one is kind of esoteric, but someone will get it.
“He Talks To Jared All The Time”: Is Jared Kushner Trump’s De Facto Secretary Of State?
Rex is supposed to be the Secretary of State, but if you were going by things he’s said and public appearances, you’d be forgiven for thinking he was dead. Put differently, Rex is very much unlike Frederick Douglass, who, according to the President, “has done a great job and is getting noticed more and more.”
A One-Way Bet: “People Are Waist Deep For The First Time”
“People went toe in the water, knee in the water and now many are probably above the waist for the first time.”
Sunday Humor: “Average Joe”
The “people’s President.”
“This Will Be Like 1994”: Credit Investors Are Getting Worried About The Fed
Last week, investors began to question the extent to which exceptionally loose financial conditions and
Crude Carnage Has Saudi, Gulf Shares Seeing Red On Sunday
“Do you see what happens, Larry?!” “Do you see what happens Larry when you let
Bernanke Was Right
“And higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending. Increased spending will lead to higher incomes and profits that, in a virtuous circle, will further support economic expansion.”
Inside Steve Bannon’s Quest For World Domination
“The European Union project has failed,†Farage declared. “It is doomed, I’m pleased to say.†“It’s a great accomplishment,†Bannon said. “Congratulations.â€
Saturday (Tragic) Humor: Preet Bharara Edition
“You’re fired!”
Happy Birthday Bull Market! (Just Don’t Forget To Read The Fine Print)
If you’re like so many ‘Sharons’, you’re still long or worse, you just recently got long along with all the other retail investors who together have dumped something on the order of $124 billion into ETFs YTD. For you, how we got here matters. That is, you need to make sure you know what you just bought into. You need to read the fine print.
Behold! The Trump/Bannon Propaganda Machine In Action
You cannot make this sh*t up. So on Friday, following an NFP print that was
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