Whatever you do, don’t you try and say we didn’t warn you. Time after time,
Month: March 2017
“There’s No Diversification”: When This Ship Sinks, We’re All Going Down With It
” However, the correlation with S&P 500 varies substantially among different HF strategies. Short Bias is the only strategy that offers negative correlation or most diversification effects.”
“What Are Your Biggest Concerns?” Bank Of America’s Clients Respond
Those who frequent these hallowed pages are well aware that when it comes to event
Presenting All Of Trump’s Putin Connections In 7 Easy Charts
Ok, so obviously Donald Trump colluded with the Russians at some point during his candidacy.
Junk Warning: “You Are Here”
They do ring bells at the top…
Goldman: Things Have Changed, The “Hurdle” For More Fed Hikes Is Now Lower
“Over the last two years the FOMC appeared to take an asymmetric approach to policy, with a greater willingness to slow the pace of rate increases than to the speed them up. Now that the economy looks much closer to the Fed’s objectives, the FOMC may approach policy decisions more symmetrically.”
Why Can’t Americans Talk About Politics Without “Punching Each Other In The Face?”
Discussing politics is generally considered to be a social faux pas. I was sitting in the barber
What’s Wrong With This Picture?
What could go wrong?
Oil’s “Moment Of Truth” Cometh
I guess when you’re all-in on a thesis – like many people are on the
Friday Humor: “It Was Fake Then, But It’s Real Now”
Ummmm…. seriously?
As Oil Plunges, Oil CEOs Say “Message Is Clear”: “Worst Is Behind Us, Time For Growth”
“We have reviewed over 1,000 pages of 4Q transcripts from global energy companies (sourced from Bloomberg). The clear message from CEOs: The worst is behind us, and now is the time to think about growth.”
Turns Out, “FRAC” IPO Was A Bad Idea. Who Knew?
“I mean, come on folks. Are people really this gullible?”…
Trump’s Wiretap Story “Is Less Plausible Than A Zombie Invasion”
“Loopier still is to demand that Congress find the truth when the president could just pick up the phone and instruct the FBI, CIA and DNI to declare on the record whether this ever occurred.”
“Wait For Iiiit….” Crude’s Epic Collapse Is Warning Sign For Another Massively “Consensus” Trade
Ok, now that NFP is out of the way, it’s time for some humor (interspersed,
“This Is Goldilocks Data”: Was The Jobs Number Just Right?
“This is Goldilocks data – just right for Fed to hike, but not enough to accelerate what is already priced in.”
Meanwhile, Over At The Propaganda Ministry: “Great Again,” “Sizzling”, “Jaw-Dropping”, “!”
Count the superlatives…
“WAM!” The “Holy Schatz” Mystery Is Solved
Recall last month’s “holy Schatz!” drama. The front end of the German curve richened materially
February Jobs Report Beats, AHE Misses
U.S. Jobless Rate Falls to 4.7% in Feb., Payrolls Rise 235K
Nonfarm payrolls forecast est. 200k, range 150k-275k from 89 economists surveyed
Nonfarm payrolls, net revisions, added 9k from prior two months
Participation rate 63% vs prior 62.9%
Avg. hourly earnings 0.2% m/m, est. 0.3%, prior 0.2%
“The Future May Depend On It”: Full Jobs Hype Retard
“We all know animal spirits and inflationary expectations are contagious. If they can grow in the U.S. as something manifested more widely than inflated equity prices, it has the potential to spread elsewhere and could ignite a virtuous cycle”
Please Fasten Your Seat Belts, Jobs Report Ahead
So obviously it was a relatively quiet overnight session as the entire world focuses on
This Is The “Linchpin” For The Dollar
“Friday’s U.S. payrolls report might have little bearing on next week’s Federal Reserve decision, after top officials clearly indicated readiness to raise rates March 15. But…”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Fuck The Facts!”: What Donald Trump Learned From Big Tobacco
“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.â€
It’s The Big One! What To Make Of Friday’s All-Important Number
Listen, if you’ve lost the plot line don’t worry because everyone else has too. Just
This Is What It Looks Like When Everyone Starts Selling Their “Junk”
Over the course of the last two days, I’ve suggested that perhaps the junk bond bubble
More Trouble
I don’t know if maybe you noticed, but this is playing out exactly like I
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