“This is an environment that is bearish for volatility. It fosters further complacency and encourages continued vol selling.”
Month: September 2017
Pelosi, Schumer: Let’s Not Kick Jessica And Javier Out Of The Country, Ok?
“…including 70% of respondents who approve of Donald Trump’s job performance, according to a CNN poll released this week.”
Today’s ‘Amazon Effect’ Is Not As Large As Yesteryear’s ‘Walmart Effect’ – Yet
So that’s “not nothing” (so to speak), but guess what? It’s not on par with the Walmart effect…
‘You’re Going Straight To Hell’: The Ratings Are In On Trump’s Puerto Rico Tweets
“No long lines for you.”
Russia, Assange, Sputnik, And The Catalan Referendum
“The Russian propaganda machine’s approach to the Catalan question is not uniform. RT’s coverage appears more balanced than that of Sputnik; Assange’s tweets were boosted by some probable pro-Kremlin bots, but these do not appear to have been the majority.”
Is There Any ‘Value’ Left Here? Goldman Answers
Whatever the case, this is going to depend largely on whether…
John Kerry: If Trump Backs Out Of Iran Deal, It Will Be Washington, Not Tehran That’s Isolated
“we believed it would be easier to deal with other differences with Tehran if we weren’t simultaneously confronting a nuclear regime.”
Trump Blasts Puerto Rico: They ‘Want Everything Done For Them’, San Juan Mayor Is Conspiring With Democrats
“Such poor leadership. They want everything done for them”…
The Bulls Can Now Check One More Box
Ok, who’s ready for another visual that depicts the extent which everything you were worried about headed into September is suddenly nothing to worry about anymore?
Krugman: Trump’s Narcissism Is Turning ‘Deadly’
“That’s pretty remarkable. But you have to wonder how much higher the number would be if people really knew what’s going on.”
Central Banks Have ‘Aided And Abetted Market Manipulation’: No One Read This Speech By Kevin Warsh
“The guild is unwise to treat financial markets as some beast to be tamed, cub to be coddled, or market to be manipulated. Too many policymakers appear in thrall to financial markets, and financial markets are in thrall to policymakers, but only one of them will get the last word.”
The Market In-Itself Myth
“We don’t get to say that “it’s OK†not to understand what moves markets, because every day we are all making bets that say we do.”
No Market Is An Island.
Best of luck in Q4 and here’s hoping there’s a Q1 2018.
While Vanguard Is Having An ‘Identity Crisis’, I Just Want To Know If I’m ‘Passively’ Or ‘Actively’ Long Jesus
“Are they active or passive?”
Small-Caps Are The Most Overbought In 14 Years
So is that good news or bad news?
Of Cryptos And Kurodas: A Friday Macro Tourist Odyssey
“And before you send me messages how I don’t understand it, don’t forget I was mining bitcoin before most of Wall Street had ever heard of it.”
Here Is The Hilarious E-mail A Former FBI Agent Received From A Russian Propaganda Site
Yes, “good afternoon!”
“We were wondering if you’d be willing to come on and answer a couple of ‘questions’ that aren’t really questions!”Â
Trader: ‘People Are Really Unsettled About Not Having A Clue’
“If there’s one theme running through many of the conversations I’ve had this week, it’s that people are really unsettled about not having a clue where asset prices are going. Every move is portrayed as obvious, meaningful and sustainable–until it’s not.”
Dollar, Yields Jump As WSJ Says Trump Met With Warsh On Fed Job
“President Donald Trump and Treasury Secretary Steven Mnuchin met with Kevin Warsh on Thursday to discuss his potential nomination as the next Federal Reserve chairman.”
Video: ‘Dammit, This Is A People Are Dying Story!’ San Juan Mayor Loses It On DHS
“Dammit, this is not a good news story, it’s a people are dying story.”
‘Believe Me’: Trump Would Save $1 Billion Under His Tax Plan
“President Trump could cut his tax bills by more than $1.1 billion, including saving tens of millions of dollars in a single year, under his proposed tax changes.”
‘Dancing On The Rim Of A Volcano’: Vol. Sellers May Get ‘Badly Burned’
“Beware of complacency: reduce risk.”
How To Sink A Currency Without Actually Doing Anything In 1 Chart
RIKSBANK EXTENDS GOVERNOR STEFAN INGVES’ MANDATE BY FIVE YEARS
Trump Opens Twitter App, Tweets Something Stupid About GDP (Again)
“…many people thought it would be years before that happened.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
You need an upgrade.
Back By Popular Demand: Screwing You On Tax Reform
“More tax cuts for very rich people are back without popular demand—and it remains a terrible idea.”
Revisiting The ‘Long Jesus’ ETF Craze
I’ll say one thing for them: they’ve got a lot of balls.Â
You must be logged in to post a comment.