Can I borrow your double-edged sword?
Day: September 20, 2017
‘Axis Of Evil On Steroids’ – Trump’s U.N. Speech
“…he severely undercut the prospects for a diplomatic solution to the crisis, making war that much more likely.”
La, La, La.
Finally, in case you haven’t had enough of “connecting the dots” today, here’s another exercise for you…
Mueller Asks White House To Produce Documents On Trump’s Actions As President: NYT
In case it wasn’t clear to you that the walls are closing in on this administration, The New York Times is out reporting that Robert Mueller has now asked the White House to produce documents related to the actions Trump has taken as President.
Fed Decision: Highlights, Redline, Dots, Projections, Analysis
“Connect the dots”…
How Charlottesville Opens (Another) Door For Russia
“…throughout Europe an expanding and persistent link exists between extreme right-wing hate groups and Russia.”
‘Quite Long.’ And Quite Optimistic Too.
So enjoy reveling in our confirmation bias and don’t forget to laugh at the characterization of inverse VIX ETPs as sources of “stable” carry…
Dollar On The Move, EM Under Pressure As Fed Holds Firm On Trajectory
Dollar bears on the back foot all of the sudden…
Dollar, Yields Rise While Stocks, Gold Dip On ‘Hawkish’ Fed
The Fed still sees another hike in 2017, perhaps proving that they are in fact leaning in the direction of looking through subdued inflation in the interest of safeguarding financial stability.ÂÂ
This Hasn’t Happened Since Brexit
Sustainable? Probably not.
‘Truman Would Have Been Appalled.’
“Just as Trump has never done anything in his life that did not benefit him personally, so he cannot imagine any nation acting for the general good.”
Two Hundred And Seventeen Years.
Wouldn’t it be super-fun if someone looked at bonds and equities from 15 DM countries going back 217 years and then made an equally weighted index to find out how expensive things really are versus history?ÂÂ
‘Run, Forrest. Run.’
“… the bears could catch up into year-end.”
Okay, Bitcoin Fans – Riddle Me This…
“It’s also important to emphasize that, like any bubble based on the Greater Fool Theory, there’s no logical limit to how far it can rise, so fighting the bubble could be just as foolhardy as investing in it.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
You need an upgrade.
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