“Everyone who enters his event horizon begins to not make sense. There is something terminal about coming too close to Trump. The list of casualties who have crossed the point of no return, and became permanently trapped on the other side, is getting longer every day.”
Day: June 9, 2017
“Goldilocks And The 3 Hikes”
“However, just like in the fairy tale, this perfect scenario is unlikely to last.”
Video: Trump “Didn’t Say That” To Comey. But It’s Fine If He Did. But He Didn’t.
I didn’t say that.
I will tell you that I didn’t say that.
And there’d be nothing wrong if I did say it according to everybody that I’ve read today.
But I did not say that.
Guest Post: Palladium Short Squeeze!!
“You know the problem with fading a 4 standard deviation move? It’s almost always right, but not before it becomes a 6 or 7 standard deviation move…”
It’s Simple: “Buy What They Buy”
“It’s so simple.”
Video: Clapper Says Comey Testimony “Damning” For Trump, President Is “Assaulting” America
“The President himself has undertaken assaults on our institutions.”
Heresy! Goldman Says FANG “Mispriced”, Warns Of “Factormageddon”
“a group of five stocks which have been the key drivers of both the SPX & NDX returns year-to date. This outperformance, driven by secular growth and the death of the reflation narrative, has created positioning extremes, factor crowding and difficult-to-decipher risk narratives.”
Deutsche Bank Presents: An Updated Guide To The Low Vol Regime
“If there was sufficient loss of political support in the US for many of Trump’s policies such that the chance of successful execution falls towards zero, then central banks may need to return to the forefront of the deflation battle. Central Bank support for the economy was starting to lose credibility amongst some investors last year.”
Trump Says “Totally Vindicated” By FBI Director Calling Him Unhinged Liar, Thanks Fox
So on Thursday, James Comey explained what it’s like to work for the mafia. The
Let’s All Laugh At Theresa May’s Enormous Fuck Up: Full UK Election Post-Mortem
“People have said they have quite enough of austerity politics. The PM called this election because she wanted a mandate. Well, the mandate she’s got is lost Conservative seats, lost votes, lost support and lost confidence.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
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