It certainly looks as though we may get a replay of last night’s session which
Day: May 31, 2017
4 Black Swans And Why “Trumpflation” Is No Match For The End Of “Xiflation”
Well, SocGen is out with their Global Economic Outlook which, as you may or may
Wednesday Satire: “I’m Covfefe As Fuck, Yo!”
“Donald J. Trump tweeted early Wednesday morning that his practice of sleeping only four hours a day was having no impact whatsoever on his ability to cljjryff.”
Guest Post: Technology & Political Snake Oil
“Their anti-elitist sentiment, combined with their messianic fantasy, which has been running in displaced mode as a war on facts and critical thinking in general, compromised their own resistance to nonsense – they start believing the nonsense they are peddling and ultimately become victims of the snake oil sale themselves.”
Chart Check: A Disconnect Worth Watching
Something to ponder…
Pimco’s Balls On Markets: “You’re Too Relaxed. Raise Cash Now.”
Balls: “We believe that many market participants today are too relaxed, that medium-term risks are building.”
Guest Post: Are Stock Traders Actually The Pessimists Here?
“Could it be utility stocks smell the coming economic slowdown ahead of the bond market?”
Philadelphia Police Dept. Trolls Trump: “Drive With Covfefe”
Donald Trump has finally done it. He’s united the nation – in a coordinated effort
Just 10 Stocks Account For Half The S&P’s 2017 Gain: “We’ve Reached A Limit”
“At 17pp above the average since 2003, it would be unusual for this outsized 47% contribution to increase even further.”
One Bank Sums Things Up: “Equities Are The Last One Standing”
This is something I hope you already know.
Trader: “We’re Struggling To Understand Why Things Are Even Happening”
“So we function in a world where risk assets keep going up while we couch everything in risk-off terms. It’s not enough that our central bankers think they can play with our heads under the fiction that they are masters of nuance, we do it to ourselves.”
And At 6 Minutes After Midnight, Trump Did Deliver The Orb’s Message: “Covfefe”
There’s a logic to Trump that you can only get if you look at Trump
China Just Murdered The Yuan Bears
The PBoC has spoken and markets, at least for the time being, have listened. Coming
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
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