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Day: January 29, 2018

Goldman Thinks Stocks Might Actually Fall At Some Point In The Next Two Months

January 29, 2018January 29, 2018

Ok, well if what you needed to start your week on the “right” foot was Goldman telling you that “a correction of some kind seems a high probability in the coming months”, well then rejoice…

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5 Comments on Goldman Thinks Stocks Might Actually Fall At Some Point In The Next Two Months

A Treasury Secretary Walks Into A Bar Full Of Central Bankers…

January 29, 2018

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‘It’s Incredible’ – I Think.

January 29, 2018January 29, 2018

Monday, Monday.

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oil10 Comments on ‘It’s Incredible’ – I Think.

Coincheck Didn’t Bother With ‘Basic Security Protocols’ Because The Worst That Could Happen Is A $400 Million Theft

January 29, 2018January 29, 2018

The “scene” Bloomberg is describing apparently involved furious Japanese customers huddled together in the freezing cold…

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9 Comments on Coincheck Didn’t Bother With ‘Basic Security Protocols’ Because The Worst That Could Happen Is A $400 Million Theft

Nobody Could Have Seen An Anonymously-Sourced Dovish ECB Article Coming On Monday

January 29, 2018January 29, 2018

Well damn, who could have seen a “people familiar with the matter” story coming from the ECB? 

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1 Comment on Nobody Could Have Seen An Anonymously-Sourced Dovish ECB Article Coming On Monday

Trader: ‘The Path For All Fiat Currencies Is Clear’

January 29, 2018January 29, 2018

“…never in modern financial history has a Central Bank expanded its balance sheet through quantitative easing and then successfully shrunk it back down.”

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7 Comments on Trader: ‘The Path For All Fiat Currencies Is Clear’

‘Air Pockets’ And Risk Hiding In Plain Sight

January 29, 2018January 29, 2018

I’m just guessing, but…

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David Stockman: Now Is Not The Time And Place For Nosebleed PE Multiples

January 29, 2018

“…the very idea that you would pay 26X EPS for the S&P 500 at the tail end of a 103 month long recovery cycle is truly ludicrous.”

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‘Boiling Frogs, Rising Yields’: 10-Year Yield Hits Highest Level Since April 2014

January 29, 2018

“For now, think happy thoughts.”

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1 Comment on ‘Boiling Frogs, Rising Yields’: 10-Year Yield Hits Highest Level Since April 2014

The Deflation Demon Lives!

January 29, 2018

So, could Trump end up resurrecting the deflation demon we thought we’d finally exorcised? 

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