“Indeed, the past few decades are replete with examples of gridlock and government inactivity being a fertile environment for U.S. financial markets.”
Month: March 2017
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.”
One Chart Summarizes The Road Ahead For The Trump Agenda
“Is this GOP Congress an opposition party or a governing party?”
For The First Time Outside Of A Bear Market, Fund Closures Exceed Launches
“Managers should not hope for a ‘cyclical return to flavour’ for a fund.”
Dear Donald Trump: Explain This Chart
“There is another worry on the horizon”…
How To Beat Warren Buffett (And SPY) Working Only 40 Days Per Year
Last week in “How To Exploit The Passive Herd With One Simple Strategy,” we highlighted
Right-Wing Website “Westmonster” Can’t Believe Twitter Would “Censor” Drudge Report
“It’s shocking censorship that should worry us all!”
Here’s The One Strategy That May Work When “There’s Plenty To Be Bearish About”
“There is plenty to be bearish about. Equity valuations are tortuously high, with median valuations in the US and Europe near or at record highs, particularly once debt is included.”
“Speak Loudly And Be A Big Dick”: Wall Street Journal Says Trump’s Travel Ban Has Hidden Agenda
“It provides some leverage at the end of the day. It really does,†said a senior Homeland Security official involved in the review. “It’s in their best interest to play ball.â€
Chart Of The Day: “Mission Accomplished”
Who said Donald Trump can’t get anything done?…
Secretary Of State To Build “SWAT Team” – Meanwhile, Rex Tillerson Would Settle For Any Team At All
” Viewed internally as a SWAT team of strategic consultants, the office will be staffed by former business executives and is designed to infuse fresh thinking into Washington.”
“Do You See What Happens?!” One Bank Explains The “Implications” Of Failure Friday
“What are the asset pricing implications of what happened on Friday?”
Wall Street Journal: Trump, GOP Now Have A $1 Trillion Problem
“Suddenly Republicans will have to find $1 trillion more in loopholes to close or taxes to raise if they want their reduction in tax rates to be budget neutral.”
Goldman: OPEC Should Not Extend Production Cuts
“We therefore believe that OPEC should be wary of extending its production cuts unless (1) fundamentals weaken sharply driven by transient headwinds such as a ramp up in Libya or a weakening of global demand, or (2) long term oil prices decline further, limiting the rally in spot prices and the incentive to ramp up activity.”
It’s Falling Apart: Reflation Trade Shrivels Up And Dies As Markets Sour On Risk
Well, the dollar is under pressure on Monday, just as we said it would be
“Traders Have Lost Confidence In Their Ability To Trade,” Trader Says
“Traders have lost confidence in their ability to interpret what’s plainly market-moving news. Far from hoping to be the first to trade, they need someone else to commit and help create the narrative.”
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