“He’s someone I would see around the office and who, I guess, was working for me.”
Day: May 29, 2017
Does It Only Get Steeper From Here?
“Typically, excessive overweight implies subsequent sell off and vice versa. Spec positioning data, both levels and changes, is a contrarian indicator of subsequent rate changes.”
“Doug” Called Elizabeth Spiers A “Loser” – And Then It All Went Wrong For Doug
“But let’s be clear: he was talking about you, Doug.”
Guest Post: Why One Trader Is A “Big Bitcoin Bear”
Via Kevin Muir of “The Macro Tourist” fame We all know Dirty Harry’s viewpoint about
BofAML Has A New Carry Indicator – And It’s Approaching “Exuberant”
“The latest reading is at the 81st percentile, which has preceded a EM carry sell-off in the next four weeks 58% of the time over the 10 year backtested period.”
Guest Post: The Truth About Lies
“As a result, we had an ongoing process of integration of facts and fantasy, relativization of truth, and manufacturing of consensus. Donald Trump hasn’t come out of nowhere.”
Memorial Day Humor: Trump Twitter Edition
“…including all haters and losers”…
Tangled Christmas Lights: Why You Should Fear China’s Shadow Banking System
Have you ever tried to untangle a string of Christmas tree lights that you hastily stuffed into a box when you took the tree down the previous year?
“This Sort Of News” Is Bad, But “There’s A Wall Of Money Out There”
“Flows into EM assets persists despite this sort of news that you’d think would have the opposite impact.”
“But Then Who Would Care?”: Explaining The Business Of Being A Market Cynic
“If this whole thing truly does come apart at the seams, we’ll be out of business.”
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