“All immigrants are less likely to be incarcerated than natives relative to their shares of the population.”
Month: March 2017
Chart Check: Spot The Odd One Out
We’re going to pound the table, beat dead horses, shout from the rooftops, the whole
New Poll: Most Of America’s Youth See Trump As “Illegitimate” President
You can’t be saying that (if) you’re the president. That’s from Anderson, a 21-year-old student from
Reliving Two Of Fox & Friends’ Greatest Achievements In Bigotry
One of the more amusing stories last week (well, I guess it’s technically still “this” week,
Deutsche Bank: “The Probability Of A Negative Shock Is High”
In case you needed a reminder of just how long it’s been since this market
Sunday Humor? “One Good Reason To Hike Rates Is That It Makes It Easier To Cut Rates”
Boy, oh boy. We’ve really had to recalibrate the way we think about things in
Trump Releases Guidelines For Mexico Border Wall – Hilarity Ensues
Meanwhile, from the “full-retard” files… The Trump Administration thinks it’s high time we get started
Pray For Poor Data So Janet Yellen Can “Keep This Party Going”
“In our view, for the cycle to last another several years, we want to see more of the same – a continued environment of ‘ok’ growth and low inflation, which allows central banks to keep the party going.”
Central Banks Have “Learned A Lesson”: “Silence Is Golden”
There’s been no shortage of speculation about whether the Fed “got what it wanted” out
One Chart & One Question For High Yield Longs
If you’re still hanging onto high yield after the third largest weekly exodus in history
Saturday Humor (“A ‘Retarded’ Culture”)
“But, I have nothing against Muslims”…
“Young People Are In Revolt”: Le Pen Dupes 40% Of France’s Youth
“Young people are in revolt,†says Ms Dieulafait. “We have had 50 years of right and left, and look at the millions of us that are unemployed, living in poverty, without stable jobs or housing . . . it’s time for a change in the system, it’s time for Marine.â€
Here’s Where Demand For Stocks Will Come From In 2017
It’s been no secret that the bid for equities in 2017 has been largely attributable
Before And After: About Those “Consensus” Trades
Ever since oil took a dive last week as the market suddenly decided it was time
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
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