Well Britain is about to vote – again. Thursday’s election is part of a trio
Month: June 2017
Angry Gundlach Accuses Bloomberg Of Creating Fake Gundlach News
A “weak” Bloomberg is “jamming” Gundlach’s name into stories that he’s “got nothing to do with” while completely ignoring the always exciting world of variable annuities.
Meanwhile, In Trump-Landia…
Last month, Donald Trump got frustrated with his “surrogates’” inability to keep his lies straight.
Comey Prepared Testimony Released: “I Didn’t Move Or Speak”
“A few moments later, the President said, “I need loyalty, I expect loyalty.†I didn’t move, speak, or change my facial expression in any way during the awkward silence that followed. We simply looked at each other in silence. The conversation then moved on, but he returned to the subject near the end of our dinner.”
Josephine Witt’s Reign Is Over Or, Central Banks May Actually Mean It This Time
“For good reason, we’ve gotten used to taking everything with a grain of salt. It’s probably better to err now on giving them a serious dose of the benefit of the doubt.”
SocGen’s Big Call: It’s Time To “Make Reflation Great Again!”
“Our reading of the US situation is that, while persistently worrying at the political and diplomatic levels, it is close to Goldilocks at the economic level. The sub-2.5% GDP growth allows the Fed to tighten “only†moderately, and this is a clear burden to the US dollar and a trigger for risk-taking elsewhere.”
As Oil Plunges On Bearish Data, It’s Time To Ask If Qatar Crisis Could Undermine OPEC Deal
You know, I’ve gotta think that people may be underestimating the extent to which the
Albert Edwards Wins 14th Straight Award, Leaves Haters Salty, Makes Dire Prediction
“If this is, as we strongly believe, an aberration and the equity yield reconnects with the red dotted arrow, then investors should be petrified of the next equity bear market.”
This Is “A Worrying Development”: OECD Compares US Stock Bubble To “Dot-Com Boom”
“In excess of fundamentals”…
How Trump Went From Used Car Salesman To Qatar’s Biggest Critic In Just 2 Weeks
“We are friends, we’ve been friends for a long time now, haven’t we? Our relationship is extremely good, we have some very serious discussions right now going on, and one of the things that we will discuss is the purchase of lots of beautiful military equipment, because nobody makes it like the United States.”
Trader: “There’s So Much Going On People Are Dealing With It By Blocking It Out”
“In reality, there’s so much going on that people are dealing with it by blocking it all out. It’s an added allure of index funds. You get to decry villainy and irrationality while simultaneously investing in it under the guise of having no choice.”
Terrorist “Troublemakers” Storm Overnight Session, Murder 12 In Iran Ahead Of “Super Thursday”
Well, it was a quiet overnight session right up until around 2 a.m. EST when
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
CNN: FBI Believes Russian Hackers Planted Story That Triggered Qatar Crisis
Intelligence gathered by the US security agencies indicates that Russian hackers were behind the intrusion first reported by the Qatari government two weeks ago, US officials say..
Rights Institute Demands Trump Unblock Twitter Critics, Alleges First Amendment Violations
“Dear President Trump”…
Breitbart Ads Plunge 90% In 90 Days As Day Of Reckoning Looms For Alt-Right Media
“There were just 26 brands appearing on Breitbart in May, down from a high of 242 in March.”
The Mystery Of The Rising Nikkei
“The strong correlation of USD/JPY and the Nikkei is a well-known phenomenon — so much so that it impacts the relative pricing of yen- and dollar-denominated Nikkei futures. When the fortunes of the two diverge, as they have recently, the market takes notice.”
Guest Post: Buried Under The Headlines
“I am not sure if you should get long US Treasuries because the Chinese have indicated that they might buy some more. But I do know that you shouldn’t short world growth because China is about to implode.”
Wall Street Journal Loses It: Trump Will “Have No One Left But His Family And Breitbart”
“If this pattern continues, Mr. Trump may find himself running an Administration with no one but his family and the Breitbart staff. People of talent and integrity won’t work for a boss who undermines them in public without thinking about the consequences.”
One Trader Weighs In On Thursday’s Trio Of Risk Event Hellspawn
“All capable of moving things around. All capable of passing calmly by and spawning headlines of “all attention now turns to…â€. The financial world equivalent of Mad Libs.”
Chart Of The Week: Some Folks Are Trying To Pick Stocks Again
Right, so the thing about “alpha” is that it’s really fucking hard to generate when
BofAML: “Warning: If US Rates Market Is Right, Everything Else Is Mispriced”
“The fact that UST 10y rates have traded in a very tight range for the last two months has been interpreted as a reassuring signal for carry trades everywhere. In fact it should be a warning signal.”
Trump Accidentally Jeopardizes US Air Base, Admits To Conspiring Against Qatar On Twitter
Well, Donald Trump is all “covfefe’d” up again this morning…
Did The Saudis Make A Huge Mistake? Qatar Move Backfires As Iran Steps Up
It’s probably safe to say that the early “winner” in the spat between Qatar and
Deutsche Bank: The S&P Has Only Done This 8 Times In 89 Years
“Such tight trading ranges for the S&P 500 that extended for 3 months or longer have been very unusual historically, with only 8 such comparable prior episodes (since 1928).”
Safety Sought: Yen Rallies As Markets Nervously Eye Potentially Dangerous Thursday
So on Sunday, in our week ahead preview, we noted that Thursday would bring a
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