After a one-week holiday hiatus, Goldman’s David Kostin and crew are back with their weekly
Day: April 21, 2017
“Brick And Martyr”: When Retail Workers Become Bartenders
“In particular, majority of retail workers that find jobs in the leisure and hospitality sector find jobs in the food services and drinking places industry.”
Exposing The Real Reason Active Managers Can’t Perform: “It’s Not You, It’s Me”
“In the meantime, active managers might need a bit of therapy to restore their relationship with the market.”
CitiWide Change Bank Is Back: Emerging Markets ETF Edition
I’m not sure how many times I’m going to have to go over this, but what
Reuters Exclusive: How You Were Duped By RT, Sputnik, And US-Based Bloggers
“Putin had the objective in mind all along, and he asked the institute to draw him a road map.”
Guest Post: The World’s Worst Market Timer
Whatever you do, make sure you keep in mind that the world’s worst market timer (the government) just cried “Uncle.†The proper trade is to assume they will make a mess. A big one.
Here’s What’s Changed: “Markets Might Not Have To Wait Two Weeks To Sell Off”
It’s probably safe to say we’ve reached something that approximates “peak” French election analysis on Wall
Chart Of The Day: (No) Go With The Flow
“Flows across the asset classes we track have slowed down to the lowest level since late 2015.”
Things Jeff Sessions Learned This Week: Hawaii Is A State
“Hawaii is, in fact, an island in the Pacific — a beautiful one where the Attorney General’s granddaughter was born.”
Is Another “Whatever It Takes” Moment Just Around The Corner?
“If markets turn more negative on the possibility of deposit flights out of the French banking system or on Italian BTPs and banks, the currency can fall more in the absence of a decisive response from the ECB. But, if the ECB were to show a strong hand in the market, buying sovereign debt, this perception could change.”
Trader: “Be Wary Of People Who Say ‘That’s That'”
“But however sanguine your base case is for the outcome, the shock risks are real here and now, as well as from what any of the outcomes will imply.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
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