“The price action from New York Fed President Dudley’s no “great urgency†to hike comments was almost laughable.”
Month: April 2017
Your Complete Visual Guide To A (Sort Of) Busy Week
For those who prefer a visual guide devoid of our editorializing.
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Shots Fired! LA Times Eviscerates Trump, Alt-Right In Scathing Editorial, Promises More
“What is most worrisome about Trump is Trump himself. He is a man so unpredictable, so reckless, so petulant, so full of blind self-regard, so untethered to reality that it is impossible to know where his presidency will lead or how much damage he will do to our nation. “
This Chart Makes No Sense
We’ve talked a ton in these pages about HY energy and the extent to which
Goldman Delivers A ‘Real’ity Check On China
“We don’t think” this is likely to work.
Trump To FT: Will Take On North Korea Alone, Tweets Are Fine, No Regrets, Kiss My Ass
“Mr President, you use a language which is more abrasive than many of your predecessors . . .”… I would say. I hope so.
Jobs, Minutes, Xi & The Juiceman: Your Full Week Ahead Preview
Welcome to the first quarter of the rest of your life. Q2 marks markets’ first
JPMorgan Reveals How Much Cash You’d Need If Everything Went To Sh*t Tomorrow
“On the expense side, this is equivalent to spending fluctuations of roughly $1,300 for middle-income households, about the same as adding or subtracting a mortgage or rent payment in any given month.”
“U-Turn Ok”: Oil Bulls’ Feet Get Colder For 5th Straight Week
Assuming you haven’t been living the life of a hermit for the past five or
Reagan Speechwriter: Donald Trump Is “Crazy” – And That’s “Too Bad”
Near the end of the campaign I wrote a column called “Imagine a Sane Donald Trump,†lamenting that I believed he was crazy, and too bad.
What Is The Fed Thinking? One Bank Answers
Q: Is the Fed more hawkish than the market assumes? A: Yes.
The Trump Administration Is Probably Right On Syria – And For Once Their Motives Don’t Matter
Ok, so I don’t want to get too far down the Syria rabbit hole here
Exposed: Trump’s False Populism Laid Bare As White House Releases Finances Of 200 Staffers
Make no mistake folks, this is populism exposed. And it’s not unique to the Trump administration. When you hear these messages from administration officials, from their ideological affiliates in Europe, and from all corners of the Right-wing peanut gallery whether on television or in cyberspace, ask yourself this: “are these people really who they say they are and do they really represent my interests?”
One Bank Warns: “The Market Is Vulnerable To A Risk-Off Trade”
“We believe that despite considerable local stability, the market is vulnerable to a risk off trade. We see an asymmetric risk between rally and sell off.”
Caught On Tape: Trump Explains What Mike Flynn’s Immunity Request Means
We have a small request…
It’s Probably Too Late: Hedge Fund Performance “Improves,” But Market’s Patience Is Gone
As we and plenty of others have documented extensively, the allure of “rockstar,” coke-sniffing, Hamptons-dwelling,
Bye, Bye Black Swan? Massive Treasury Short Trimmed Aggressively For 3rd Week
Last week, we noted that in the wake of the Fed’s “dovish” hike – which,
For The 17th Time In 5 Years, Trump Goes Nuts On “Sleepy Eyes” Chuck Todd
It’s Saturday, which means it’s time for a crazy Trump Twitter tirade…
If You Thought This Market Was Expensive Before, Just Look At This…
God knows there’s been no shortage of coverage regarding the extent to which US stocks are
You must be logged in to post a comment.