“It is all kind of shocking.”
Day: May 15, 2017
No Further Comment: VIX Edition
Speaks for itself.
“EM-palooza” Vs. DM Fyre Festival
“China’s Belt and Road Forum was a sort of EM-palooza, with an upbeat message of growth and investment. The G-7 finance minsters’ meeting, on the other hand, was more of a Fyre Festival of global economic hegemons, whose flaccid message was “we favor free trade, except when we don’t.”
Apparently, Energy Is One Place Where Equities Are Smarter Than Credit
Early last month, we showed you a chart that “made no sense.” See how the
After $1.5 Billion Outflow, Investors Now Most Bearish On High Yield Since 2008
“Should retail flows turn negative or equity markets selloff, high yield is likely susceptible to a backup.”
Guest Post: Was Noble The Silver Seller?
“Something is wrong. Really, really, wrong.
In Oil, It’s “Smart” Versus “Dumb” Ahead Of OPEC Meeting
Let’s give it two weeks and revisit this to see who was actually “smart” and who was “dumb.”
Politico: Trump’s Own Staff Slips Him Fake News Just To See How Stupid He Is
“Just days earlier, K.T. McFarland, the deputy national security adviser, had given Trump a printout of two Time magazine covers. One, supposedly from the 1970s, warned of a coming ice age; the other, from 2008, about surviving global warming.”
Yes, I’d Like “My Eyes Ripped Out Plz”
“It’s contributing to the death of asset-price volatility. The very phenomenon that so many correctly warn about.”
China Rolling Over + Ballistic Missile Test By Hermit Regime = “Monday Risk-Friendly Tone”
“The weekend news – softer industrial production, Capex and retail sales in China, higher oil prices as Saudi Arabia and Russia agree that output cuts should be extended through Q1 2018, a North Korean ballistic missile test – sees us start in mild risk-friendly tone.”
Oil And China. Because What Else, Right?
It’s Monday. Hell yeah! Let’s start in China, because… well… because where else, right? We
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
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