“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.
Small-Caps Are The Most Overbought In 14 Years
So is that good news or bad news?