Folks are fired up about the possibility that the Xi “put” will be squarely in place in Chinese markets for the foreseeable future. And by “foreseeable future” I mean…
Month: February 2018
Let’s Get Italian: Full Week Ahead Preview
No shortage of event risk.
Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%
It’s comforting. Sort of. But sort of not.
Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation
“Lions, tigers, and bears, oh my!”
There Is ‘Only One Scenario’ Where Equities Benefit From Here
Boy, I’ll tell you what: I would absolutely love to rent out a small auditorium, pack it full of economists and analysts, make it an open bar event (so, all you can drink for free), set the conversation topic to “impact of rising rates on stocks”, lock the all the doors and then watch what happens from the safe confines of an observation deck.
Here Is The Democratic Memo That Refutes Devin Nunes
“Christopher Steele’s reporting which he began to share with an FBI agent through the end of October, 2016 played no role in launching the FBI’s counterintelligence investigation into Russian interference and links to the Trump campaign.”
Jeff Gundlach Discovers ‘Strange, Weird’ Truth About Bitcoin And Stocks
“Strangely, bitcoin seems to be the poster child for social mood and market mood.”
Just Take A Minute To Appreciate How Bad Paul Manafort And Rick Gates Are At Being Criminals
“These guys are brazen IDIOTS.”
Goldman’s Buyback Desk Has Most Active 2 Weeks In History
Well it’s time for another update on how corporate America intends to spend the windfall from the GOP tax cuts…
Local Grandpa Delivers Annual Letter, Reminds You He Is Very Wise And Also Super Rich
Well, it’s one of those Saturdays.
David Stockman Presents: A $67 Trillion Nightmare
“To wit, there never would have been a double inverse VIX ETF under a regime of honest money and free market financial discipline; nor would you find European junk bond yields trading inside of US treasuries.”
High Note.
And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.
Trump Delivers Wild CPAC Speech, Proclaims Himself Greatest President Of All Time
Well, Donald Trump just delivered what might very fairly be described as one of the most unhinged speeches the public has witnessed since his infamous “sons of bitches”/”rocket man” rant in Huntsville.ÂÂ
This Is ‘Atypical’: Hedge Funds Ride Out Correction By Sticking With Most Crowded Positions
Well in a testament to the relative merits of doing the opposite of what David has been doing by simply riding the wave in the bubble stocks (with leverage) at a time when nothing makes any sense…
Good News: Marko Kolanovic Still Sounds Pretty Bullish
Gandalf. Need more Gandalf.
David Stockman: ‘This Is Getting Pretty Ridiculous’
“Mind you, while that number wasn’t exactly diminutive, it had taken all of 188 years to accumulate. That is to say, Uncle Sam had borrowed an average of $28,000 per week during the 9,776 weekssince George Washington was sworn in as the nation’s first president.”
Fly Me To The Moon.
I was told Icarus would be unleashed.
Wilbur Ross To CNBC: I’m Going To ‘Turn The Moon Into A Gas Station’
The only thing that stands between America harvesting space riches from asteroids is Wilbur Ross turning the moon into a gas station. Why didn’t you say so?!
When Are Bond Yields ‘Kryptonite’ For Stocks? The Debate Rages On…
“Clients and colleagues are asking if there’s a magic interest rate that’s kryptonite to stocks; is it 3.0% or 3.5% on the 10Yr Treasury?”
Trump: Need Armed Teachers With ‘Military Training’ For School Gun Battles With ‘Savage Sickos’
Coming soon to a school near you.
ECB Minutes Show Bank Concerned About ‘Premature’ Emancipation (Of Markets)
Happens to a lot of guys.
China Is Back!
Well, the Chinese are back.
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