Volatility has become the market’s perpetual topic du jour (does it make sense to use “perpetual” and “du
Day: May 25, 2017
Guest Post: Populism, Pornography, And The Nostalgia Of Greatness
“Everything is explicit, but the plot cannot be taken seriously.”
Oil Just Had A “Sell The News” Moment. Here’s What Goldman Thinks…
“How can OPEC avoid this boom-bust cycle and achieve both fiscal stability and rising revenue through oil market share gains?”
Video: Trump Slap-Shoves Montenegro PM, Adjusts Coat, Puts On Best Mussolini Face
“Trump forcefully slapped a hand on the shoulder of Montenegro Prime Minister Dusko Markovic, pushed him aside, and barreled his way through to the front of the group. Satisfied, Trump raised his chin, adjusted his jacket and surveyed the crowd before him.”
Strategist: Go To The Party But For God’s Sake, “Know Where The Nearest Exit Is”
“There’s certainly no guarantee that the party stops any time soon. Maybe I am just a grumpy macro man, but even when attending the party, I am going to make sure I know where the nearest exits are located.”
Jeff Gundlach Is Absolutely Sure There’s More To Do In Buffalo Than “Jerk Off”
“Going out on a limb here”…
Guest Post: China Downgrade – Buy The News?
“I know it’s not what the cool kids are doing, but count me in the camp that believes this is not the start of the China unraveling, and if anything, the decline offers a decent buying opportunity.”
This Has Only Happened 3 Times Since 1984
“…history would suggest markets are likely to perform poorly.”
Trader: This Market Needs A Healthy Dose Of “Blunt-Force Trauma”
“The errors weren’t policy mistakes from the Fed or BOE, but from investment banks-turned-hedge funds that refused to listen to what they were being told and fought the tightening cycle every step of the way.”
“Investors Have Been Lulled To Sleep”: BofAML Deep-Sixes The Recovery Myth
“The S&P 500 is at near record levels despite the fact that EPS hasn’t really changed in 3 years. So which economy is going to show up later this year and in 2018? We think the jury is still out.”
“Unexplained, High-Volume Drops,” Yuan Shenanigans, And A Cartel Meeting
Well, things have been “choppy” overnight and especially around the flood of OPEC headlines that
OPEC Agrees To 9-Month Extension Of Cuts, Market Shrugs
The OPEC headlines started coming in hot and heavy around 4:30 a.m. EST and it
Key Calls (Thursday): Upgrades, Downgrades & Initiations
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