“Bring out your dead!”…
Day: August 15, 2017
And A Nation Wept
“On Tuesday, he removed any doubt.”
NIRP-Finity? Negative-Yielding Debt Is Back Above $8.5 Trillion
Have we passed the point of no return in terms of escaping from NIRP?
Trump’s Total Meltdown: Rants On Charlottesville, Slaves, Lee, George Washington
“Did George Washington have slaves?!”
“How about Jefferson? Do you like Thomas Jefferson?!”
Requiem For A Crisis.
Kind of makes you think…
Nedbank Asks: Is A Dollar Liquidity Crunch Coming?
“The shortage of dollars is a longer-term structural problem for the world.”
‘S&P 500: Just Say Hell No!’ GMO Delivers Gut Punch
If our goal is compounding capital for the long term, which it is, we would not just say “No,†but something akin to “Hell no!â€
KeepItMadeInUSA Boss Quits On Trump; Tiki Says KKK Is Misusing Their Torches
“It’s the right thing to do.”
Bad News: The Buyback Scheme Has Reached A Limit
“Perhaps over-leveraged US companies have finally reached a limit.”
52% Of Republicans Would Support Trump Suspending 2020 Election
The saving grace for America is that Trump is anything but.Â
Trump Says Glad To Be Rid Of CEOs Who ‘Grandstanded’ Against Nazis
Apparently, it’s now “grandstanding” to “stand” against the KKK and neo-Nazis, because after three CEOs quit his manufacturing council in response to the President’s failure to immediately condemn white supremacists, Trump has decided the best response is to tweet shame them.
Trader: ‘Get Me The Hell Out’ Is Different From ‘Where Should I BTFD’
Ok, it’s time for your daily dose of Richard Breslow. Today’s missive from the former
Larry Summers Goes H.A.M: ‘Every CEO Should Resign From Trump’s Councils!’
“No advisor committed to the bipartisan American traditions of government can possibly believe he or she is being effective at this point. And all should feel ashamed for complicity in Mr Trump’s words and deeds. I sometimes wonder how they face their children.”
The VIX, Trump’s Pulp Fiction Moment, And The Triumph Of BTFD
“And you will know my name is the lord!”
Dollar, Yields Jump As Retail Sales Beat
U.S. July Retail Sales Rose 0.6% vs Est. 0.3%
Freudian Retweet: Trump Retweets Man Calling Him A Fascist
Call it a “Freudian retweet.”
Pound Dives On Disappointing Inflation Data – Hooray For Bad News!
Ok, so the market is clearly fading any notion that the BoE is going to
Markets Can’t Escape Super-Scary ‘Shadow Of Negatives’
“To my mind, the facts still lean significantly bearish and suggest the phase of broad risk aversion isn’t yet done.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
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