“So it goes in Toontown, where two of the planet’s most unstable state actors call each other names and spin the roulette wheel toward nukes and annihilation.”
Month: September 2017
Previewing The ‘Phenomenal’ – Goldman Tells You What To Expect On Taxes
Behold: the phenomenal.
A Hard Narrative To Ignore…
“Never mind that the tax plan will struggle to get through congress and don’t worry that the Fed might be making a policy mistake. Those are issues for another time, not this week.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Is This Time Different?
Will this time be different? Or will the “hope” inherent in the latest spike on the purple line fade away just like it has before?
‘Keep One Eye On Left Field’: Here Are The Most Important Q4 Market Themes
“As always, keep one eye on left field for the “unknown unknown” that could shift the market’s thinking.”
Let’s Stop Pretending Like Trump’s NFL Crusade Isn’t About Race, Ok?
“Donald Trump’s ongoing fight with professional athletes has one purpose: to inflame racial tensions.”Â
What, No Nukes?
There’s always tomorrow.
$250 Billion Is Coming ‘Home’! But There’s A Catch If You’re Hoping For A Buyback Bonanza
The “bad” news is, companies will be less inclined to buy back shares with the money they bring home because… well…
Video: Roger Stone Says Manafort ‘Expects To Be Indicted’, Will Be Pressed To Roll Over On Trump
“His attorney told my attorneys he expects to be indicted,†Stone, a longtime ally of the President, told the press on Capitol Hill, adding that “he doesn’t know what the charges would be and neither does Paul.”
WaPo: North Korea Secretly Asking Republicans For Help ‘Figuring Out’ Unhinged Trump
“Their No. 1 concern is Trump. They can’t figure him out,†said one person with direct knowledge of North Korea’s approach to Asia experts with Republican connections.
One Trader Doesn’t ‘Have A Clue’ But He’s Sure There’s ‘A Serious Amount Of Scary’ Out There
“On the other hand, there’s a serious amount of scary, or at the very least, disappointing, happenings out there.”
‘America Has A Racial Demagogue As President’
“African Americans have a naturally complex relationship with a country in which 1 out of 7 seven human beings was once owned as property and robbed of his or her labor.”
2 Things: Fewest 1-2% Moves Since The Crisis And A Record Day For VIX Options
Are you concerned after Monday that geopolitical risk is about to derail a bull market that has a decent shot at becoming the strongest in history?
Of course you aren’t. And why would you be?
Eric Reid: Here’s Why Colin Kaepernick And I Started #TakeTheKnee
“I approached Colin the Saturday before our next game to discuss how I could get involved with the cause but also how we could make a more powerful and positive impact on the social justice movement.”
As McMaster Warns Of ‘Ugly Scenarios’, South Korean Stocks Fall For Sixth Day In A Row
The read-through there appears to be that Trump is discovering why it’s difficult to draw “red lines.” You draw one, someone crosses it, and then you either have to bomb them or back down.
Trump Wakes Up Before Dawn, Marvels At ‘Loudest Booing He Has Ever Heard’
The war will have to wait.
‘Bearishness Comes At You Pretty Fast’
“The difference this time is that those macro pressures are being combined with a broad array of idiosyncratic negatives.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Former FBI Agent: ‘I Worked Under Mueller’ And We’re Going To Need More Than Mueller
“After all, these same committee members also have to attend to pressing issues like health care, and preventing nuclear war — there are only so many hours in the day. “ Â
Twitter Forced To Explain Why They’re Letting Trump Start A Nuclear War
“Some of you have been asking why we don’t remove Trump’s tweet.”
Sell FANG – Tech Is ‘More Tired Than Lindsay Lohan’s Probation Officer’
“During the last couple of weeks I have noticed that often Nasdaq underperforms the broad market, and it looks more tired than Lindsay Lohan’s probation officer.”
Monday Bloody Monday.
There will be blood.
‘Facebook Should Be Treated Like A Crime Scene’
“To paraphrase Rubio: Imagine being able to call on the resources of a nation state to do targeted ad buys.”
Supreme Court Drops Trump’s Travel Ban From Schedule
SUPREME COURT DROPS TRAVEL BAN CASE FROM ARGUMENT SCHEDULE
SUPREME COURT ASKS PARTIES TO SAY WHETHER TRAVEL CASE IS MOOT
‘Passive’ Aggressive: Here Are The Stocks Most At Risk Of Being Dumped If Flows Reverse
So you know, feel free to throw some shade towards that assessment if that’s how you’re feelin’, but…
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