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Month: April 2017

Fed, Jobs, & France: Full Week Ahead Preview

April 30, 2017April 30, 2017

Ok, so who’s ready for next week? That’s right, today’s Sunday which means tomorrow is

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Sunday Humor: “None Shall Pass (Through)”

April 30, 2017April 30, 2017

“Come Patsy”…

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Video: Priebus Says Trump May Change Libel Laws To Punish Media

April 30, 2017

“Whether this gets executed is a different story”…

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3 Comments on Video: Priebus Says Trump May Change Libel Laws To Punish Media

Poof, It’s Gone! Specs Cover Treasury Short, Now Most Long 10Y Since 2008

April 30, 2017April 30, 2017

If ever there were a sign that the market is fading the reflation narrative or

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The “Curious Curse Of May”: Here’s Where The Risks Are

April 30, 2017April 30, 2017

“Blame dividend payments, weddings in India, or simply plain profit-taking but”…

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Look! A Scary Auto Loans Chart.

April 30, 2017

Those who frequent these pages are well-versed in the ongoing auto ABS debate. See the

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With Van Damme Unavailable, Fox Turns To Fabio To Explain How Liberals Are Destroying California

April 30, 2017

“You know, the crème de la crème.”

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Fox News Jumps The Shark With Ridiculous Saturday Tweet

April 29, 2017April 29, 2017

A lot of Americans still don’t understand the difference between news with a liberal slant

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Presenting: “March Madness For ETFs”

April 29, 2017

It’s official: we’ve run out of ways to paraphrase ourselves when penning introductions to ETF

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Trump Washington Post Op-Ed: “I Have Kept My Promise To America”

April 29, 2017

On the eve of Trump’s 100th day rally in Harrisburg, Pa., – which, as a reminder,

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In Truly Absurd Move, Turkey’s Erdogan Bans Wikipedia, TV Dating Shows

April 29, 2017April 29, 2017

“”In radio and television broadcasting services, such programmes in which people are introduced to find a friend…. cannot be permitted.”

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Goldman Delivers The Worst Possible News: “The Buyback Party Has Ended”

April 29, 2017April 29, 2017

“Following years of prioritizing repurchases as a use of cash, corporations actually cut annual spending on buybacks by 11% in 2016 and executions YTD have plunged by 20% vs. last year. Meanwhile, authorizations YTD for new programs are proceeding at the slowest pace in five years.”

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Here’s The “Not Unthinkable” Nightmare Scenario For Short VIX Strats

April 29, 2017

“Investors need to consider what can happen in severe scenarios”…

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Marine Le Pen’s Dad Is Pissed At A Dead Policeman For Being Gay

April 29, 2017

Marine Le Pen has got herself a plan. See the thing is, she’s a Nazi.

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“We May Come Overnight, All Of A Sudden!” Turkey’s Erdogan Warns, As US Troops Deployed

April 29, 2017

Earlier this week, we highlighted a story that’s flown (both figuratively and literally) under the

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Monthly Letter+

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‘Nuanced’

February 7, 2023February 7, 2023

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February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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