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Day: June 30, 2017

‘Turbo-Complacency’: Fear Gets A ‘New Dimension’ In Kocic’s Latest Masterpiece

‘Turbo-Complacency’: Fear Gets A ‘New Dimension’ In Kocic’s Latest Masterpiece

June 30, 201710 min read

“In the same way a boxer who drops his guard runs a risk of being knocked out, complacent markets are facing a potentially painful encounter with reality.”

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Tech Turmoil: Black Swan Vol. Event Burns ETFs, Hedge Funds Dump Nasdaq Longs

Tech Turmoil: Black Swan Vol. Event Burns ETFs, Hedge Funds Dump Nasdaq Longs

June 30, 20174 min read

“Do you see what happens?!”…

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“Thank You For Calling Fox News 9-1-1”

“Thank You For Calling Fox News 9-1-1”

June 30, 2017June 30, 20173 min read

“To continue in English, just keep listening—everything here is in English, because, the last time we checked, this was ​America​, goddammit.”

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“Every Time The Market Has Moved Up To This Trendline” There’s Trouble

“Every Time The Market Has Moved Up To This Trendline” There’s Trouble

June 30, 2017June 30, 20172 min read

“Our fair value model indicates these pressures will push the US10yr up to 3.00%. The latter level is also the major support line coming all the way from the late 1980s.”

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And The “Biggest Risk” To Credit Markets Is…

And The “Biggest Risk” To Credit Markets Is…

June 30, 2017June 30, 20173 min read

“Oil can be an issue this summer if prices fall below $40/bbl, but we are more worried about…”

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The Dictator’s Playbook: From Obstruction To Attacks On The Press, It’s All The Same

The Dictator’s Playbook: From Obstruction To Attacks On The Press, It’s All The Same

June 30, 20175 min read

“In the case of his attacks against the free press, Trump, like many dictators, calls them the enemies of the people, hoping they will be afraid to report real news. He is wrong. They will not be.”

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Who’s Super Excited About Momentum Smart Beta ETFs For Q3?!

Who’s Super Excited About Momentum Smart Beta ETFs For Q3?!

June 30, 20176 min read

All of your hands should be raised…

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A “Tantrum” By Any Other Name…

A “Tantrum” By Any Other Name…

June 30, 20173 min read

“The main difference between where we are today and where we were in previous tantrum episodes is positioning”…

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1967: Turning Point Or Just One Moment In A Cycle That “Always Ends With Military Men In Power”?

1967: Turning Point Or Just One Moment In A Cycle That “Always Ends With Military Men In Power”?

June 30, 2017June 30, 20174 min read

“So was 1967 a turning point, or was it just one of several key moments in a long cycle – a cycle that always ends with military men in power?”

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One Trader Doesn’t Like Your “Hyperbole,” But He’ll Let It Slide As Long As You Don’t Mistake A Passing Pigeon For “Paree”

One Trader Doesn’t Like Your “Hyperbole,” But He’ll Let It Slide As Long As You Don’t Mistake A Passing Pigeon For “Paree”

June 30, 20174 min read

“It’s been a week filled with hyperbole. Trial balloons dressed up as pre-commitments. A little volatility described in cataclysmic terms and compared to jarring historical market upsets.”

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Mika Brzezinski, Joe Scarborough: “Donald Trump Is Not Well”

Mika Brzezinski, Joe Scarborough: “Donald Trump Is Not Well”

June 30, 2017June 30, 20175 min read

” This year, top White House staff members warned that the National Enquirer was planning to publish a negative article about us unless we begged the president to have the story spiked. We ignored their desperate pleas.”

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“Quick! Staring Contest, Me And You”: Who Blinks First, OPEC Or US Energy?

“Quick! Staring Contest, Me And You”: Who Blinks First, OPEC Or US Energy?

June 30, 20178 min read

“You win, you always do”…

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And God Said “Let There Be Data: And There Was Data.”

And God Said “Let There Be Data: And There Was Data.”

June 30, 2017June 30, 20175 min read

It’s Friday and God said, “let there be data: and there was data.” Let’s start in Europe, where inflation slowed to 1.3% y/y this month

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Key Calls (Friday): Upgrades, Downgrades & Initiations

Key Calls (Friday): Upgrades, Downgrades & Initiations

June 30, 2017June 30, 20173 min read

You need an upgrade.

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