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Year: 2017

Why January “Is Like Breakfast”

January 3, 2017

“Calendars shouldn’t in theory matter, but they sure do”…

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Daily Kickstart (Back To Work Edition)

January 3, 2017

At long last, the holidays are over. I like the peace and quiet as much

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Why Fed Policy Mistakes Are Now Inevitable

January 2, 2017

As noted earlier on Monday evening, we’re seeing Catch-22s everywhere these days as central banks are

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2 Comments on Why Fed Policy Mistakes Are Now Inevitable

CNN Publishes Trump Book With Title Trump Can’t Spell

January 2, 2017

“Unprecedented”…

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2 Comments on CNN Publishes Trump Book With Title Trump Can’t Spell

An Inflationary Catch-22

January 2, 2017

The perpetual thorn in policymakers’ side during the post-crisis era has been inflation or, more

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1 Comment on An Inflationary Catch-22

Time To Throw In The Towel? China Hints At Lower Growth

January 2, 2017

In “not very exciting but nonetheless important” news, PBoC adviser Huang Yiping has gone on

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1 Comment on Time To Throw In The Towel? China Hints At Lower Growth

Reflections On The “Deeply Troubling” End Of Globalization

January 2, 2017January 2, 2017

So, how many times in the past month have I written something about the possible

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1 Comment on Reflections On The “Deeply Troubling” End Of Globalization

Daily Kickstart (European Stocks Get Lift From PMI Data, But Political Jitters Persist)

January 2, 2017January 2, 2017

“While the strong end to 2016 is encouraging news the manufacturing revival clearly remains vulnerable to political risk.”

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“Fertile Ground For Conspiracies And Revolutions”

January 1, 2017

Whether or not we, as a society, can overcome the temptation to surrender our future to a succession of demagogues remains to be seen. And indeed we may be but one tragedy away from seeing the momentum turn irreversibly in favor of politicians who seek to capitalize on fear and intolerance.

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2 Comments on “Fertile Ground For Conspiracies And Revolutions”

How The Alt-Right Blogosphere Is Destroying Society

January 1, 2017

Unconcerned with the real-world ramifications of their disingenuous online banter, they revel in the fact that they can exploit uneducated readers, conspiracy theorists, and those who generally lack critical thinking skills for their own personal gain

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Reader “Submission” (Get It?)

January 1, 2017

“I always knew he was very smart!”

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“Keepin’ It Real”

January 1, 2017January 1, 2017

“He just seems to have these swans on his mind”…

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“It’s The Economy, Stupid”: January Preview

January 1, 2017

Don’t forget that next week, we’ll get the latest NFP number which will be used as fodder for Trump no matter how it prints.

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 16, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout
  • Btfl on The Swiss Killed The CoCos
  • derek on The Swiss Killed The CoCos
  • Kevin Wood on The Swiss Killed The CoCos

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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