“I’ve gone to great lengths to try and disabuse retail of that notion, and not because I want to make people feel stupid. But rather because I want investors to understand that if central banks pull back and markets are allowed to trade in a two-way manner again, suddenly everyone is going to realize they weren’t the gurus they thought they were.”
Day: April 17, 2017
Monday Night Humor: A FLOTUS Reminder
A friendly nudge…
Dude, Relax: Stanley Fischer Doesn’t See Any Risk Of Another Taper Tantrum
Well, I’m by no means sure that anyone cares on a lazy, post-holiday-weekend Monday, but
The March Deflation Mystery Is Solved. Hint: “Can You Hear Me Now?”
Let me preface this by saying that I have no idea how much weight to
Listen Up! Dollar Pares Losses On Mnuchin FT Ramble
MNUCHIN STILL EXPECTS THE TAX SYSTEM TO BE REFORMED IN ’17: FT
MNUCHIN: MAY BE WAYS TO RAISE $1TN W/OUT BORDER ADJUSTMENT: FT
Goldman: Your Favorite Stock ETF May Be Creating A Gross Misallocation Of Capital
At the risk of turning Monday into “Heisenberg’s anti-ETF crusade” day, I’m going to show
Alex Jones In Court: It’s Not Real, I’m “Playing A Character”
Here’s something that, on the surface, doesn’t seem like it’s worth highlighting. In fact however,
Guest Post: The Next Market Crash Will Be Facilitated By ETF’s
“While I am a big fan of ETF’s, I worry when I see enormous growth in a security or theme and always think about unintended consequences of that growth. I hope I am wrong on my hypothesis, but I’ve experienced many crashes and the underlying mechanics of investor panic generally do not change.”
SocGen’s Kit Juckes Is “Back From The Alps”: Here’s His Quick Pocket Guide To An Uncertain Market
The tough thing about a market dominated by geopolitical concerns is that geopolitics is country- or at least region-specific. There’s nuance, idiosyncrasies, thousands of years of history peculiar to this country or that, religious undercurrents, etc., etc. You have to take all of that into account when trying to make sense of markets in the context of multiple geopolitical powder kegs.
Here’s What To Expect For Turkish Assets Following The Great Sultan Rally
Monday is “write your own Turkish lira jokes” day…
As US Insurers Sue Saudis For 9-11, The Iran Boogeyman Makes A WSJ Cameo
Oh, lord. Here we go. One of the biggest lies force fed to Western audiences
Fortune Cookie Say: “Good Econ Data!” The Sultan Returns. Welcome To Monday.
Boom! It’s Monday. Let’s hit the ground running.
Trader: “Down Should Be The Direction Of Choice For US Stocks”
“Despite a Fed rate hike, a confluence of geopolitical risks, a correction in commodity prices, high profile policy setbacks in the U.S., the failure of most 2017 consensus trades and disappointing hard economic data, U.S. equities are not finding the path lower an easy one.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
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