“As horrible as it sounds, when they throw the large sacks of drugs over, and if you have people on the other side of the wall, you don’t see them — they hit you on the head with 60 pounds of stuff? It’s over. As cray as that sounds”…
Day: July 13, 2017
‘That’s When You Hang Up And Call The FBI’: Asha Rangappa On Trump Jr.
“The deeper question is whether members of Trump’s administration can uphold the trust that has been placed in them as stewards of the government they have been chosen to lead.”
If Buffett Were Trading Macro, He Would Have Been Fired, ‘Swashbuckler’ Says
“What if Warren Buffett’s Berkshire Hathaway had a 12% annual stop loss, after which it would quit trading until the new calendar year?It turns out that Buffett would have been stopped out in 18 of the 30 years.”
Dow Closes At Record High – So Does Central Banker Confusion
So yeah, another day, another largely fruitless effort to figure out what exactly the message
A ‘High Quality’ Interview With Donald Trump Jr. Courtesy Of The New Yorker
What about @realdonaldtrump?
Again, no. That is my dad’s online persona, which is a more attentive father than his real-life persona.
That’s Not Low Volatility, THIS Is Low Volatility…
We both agreed that while suppressed equity vol. grabs all the headlines, it is in fact credit’s Teflon performance that wins the John Gotti prize for “most bulletproof asset class.”Â
You’re Just Going To Let U.S. Oil Producers Drink Themselves To Death Aren’t You?
“We believe this may not send a requisite message to rein in drilling activity for all producers. On the flip side, it sends a theoretical message for producers to issue more debt.”
Are You ‘Willfully Blind?’ Get Off The Trump Train Before It Crashes
“It is obvious to all except the willfully blind that we now have a president who observes none of the norms, rules or expectations of his office and will pressure anyone at any time if doing so serves his personal interests.”
Did Mario Draghi And The Wall Street Journal Just Engineer A Bond Selloff?
These fuckers are quite literally trying to engineer a Thursday bond sell off before our very eyes and the idea seems to be that they can do it without risking any concurrent weakness in equities because no one will want to sell with Yellen still talking.
Trader: ‘Conspiracy Theories’ Only Work If Everyone Sticks To The Script
“But they seem to cling to the notion that they must do so without any knock-on effects to the broader category of assets. They do so love the calming sounds from the trickle-down effect.”
Because Nothing Says ‘Bullish’ Like Nuclear War…
Nothing says “buy, buy, buy” like a nuclear war, which is why it makes sense
‘The End Result Are These Violent Whipsaws’: Don’t Think Too Hard
“This Fed transparency has become more of a liability than an asset. Instead of providing policy clarity, it creates confusion as various factions of the Federal Reserve board debate their positions in a public forum.’
‘Red Handed’: Trump Jr. Makes The Cover Of TIME
A real TIME cover…
Krona Surges! I Found Some Inflation In Sweden
Earlier this month, the Riksbank removed the easing bias from their outlook.
They had too. Do you remember why?Â
‘Every Month It’s Something New’: More Bad News For Oil As IEA Report Flags Supply Woes
“Each month something seems to come along to raise doubts about the pace of the rebalancing process.”
‘He’s An Importer/Exporter, Ok?’: China, Art Vandelay, And A Juggling Act
China, like Art Vandelay, is an importer/exporter, “ok?”. And generally speaking, you want to keep
Key Calls (Thursday): Upgrades, Downgrades & Initiations
You need an upgrade.
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