Listen, there are people asking if growth stocks are in a bubble. And the thing is, the answer is “yes.” Unless of course you define “bubble” in dot-com/tulip mania terms.Â
Day: June 27, 2017
If CEOs Are So Damn Happy About Trump, Why Aren’t The Numbers Reflecting It?
“If CEOs are more likely to be Republican, then partisanship could explain the weirdly high CEO confidence numbers.”
Trump Made A Fake TIME Cover Of Himself And Hung It Up At His Golf Clubs
TIME: “That’s not real.”
You Could Invest In The New Quincy Jones ETF, But Quincy Doesn’t Recommend It
“Disclaimers by Quincy Jones: Quincy Jones is not the issuer or a sponsor or promoter of the Fund; has not passed upon the merits of the Fund or the suitability of the Fund Shares as an investment by any person; and does not offer, sell, or recommend any investment in Fund Shares.”
“A Recipe For Calamity”: Trump Is Quietly Pushing America Deeper Into Mideast Wars
“Across the Middle East, the administration drives the United States ever further into wars without end, increasing the dangers of direct military confrontation with Russia and Iran, with little awareness and no mandate from the American people. This is a recipe for calamity.”
Beware Another “Epic” Yuan Squeeze
“After engineering (another) epic squeeze in late May/early June, overnight points have dipped into negative territory, 1m points are near five-year lows, the 430pm CNY closing price is back to a discount to the fix.”
This Is The Most Important Implication Of The SCOTUS Travel Ban Opinion
“I detest much of the president’s norm-defying behavior and have been critical of it. But I worry at least as much about norms related to our governance that have been breached and diminished as a result of, or in response to, Trumpism.”
Euro Surges To 9-Month High, BofAML Says “Hawkish Festival” Is Dumb As Shit
“We have been arguing that tapering will come anyway, largely because of technical/ political constraints around QE. The ECB will still have to justify this with a macroeconomic narrative.”
Too Busy Patting Myself On The Back
“The top in the Eurostoxx / S&P 500 ratio was hit on the day of the Barrons’ “Buy Europe†cover story. Talk about selling the news.”
“Is It Really Only Tuesday?” One Trader Weighs In On Today’s Important News
Earlier this morning, we said the following about a series of comments from Mario Draghi
Infamous Chinese Umbrella Maker Plunges 94% Amid $6 Billion Hong Kong Small Cap Rout
“We are a top quality POE and Nylon umbrella manufacturer. Our umbrellas have already been well-accepted by clients around the world, especially those from Japan”…
“This Seems Like Intervention”: Sudden Yuan Surge, Afternoon Stock Rally Show China Hard At Work
“They may be eager to keep the onshore yuan quarter-close to near 6.8 per dollar. The quarter-end rate may be an important indicator for foreign central bank reserve managers to consider adding the yuan as assets.”
Euro Surges On Draghi’s “Three Messages,” Dollar Eyes Janet, Yuan “Suddenly” Jumps
Boy, I’ll tell you what, if you’re a central banker and you’re going to say
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
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