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Month: April 2018

Here They Are: These Are The 40+ Questions Robert Mueller Wants To Ask Trump

April 30, 2018

Try to imagine Trump making it through this interview.

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3 Comments on Here They Are: These Are The 40+ Questions Robert Mueller Wants To Ask Trump

Steve Mnuchin Isn’t Worried About The Bond Market, Ok? So You Can Stop Asking Him, Please And Thanks.

April 30, 2018April 30, 2018

Mnuchin isn’t worried about the supply/demand dynamics in the Treasury market despite knowing full well who is Treasury Secretary.

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1 Comment on Steve Mnuchin Isn’t Worried About The Bond Market, Ok? So You Can Stop Asking Him, Please And Thanks.

Anthony Scaramucci To Announce Triumphant Return To The Hedge Fund Business

April 30, 2018

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David Stockman Says This Cycle Is An Octogenarian – At Least

April 30, 2018April 30, 2018

“…like in the case of an aging human, where weakened defenses and impaired resilience cause it to succumb to infections and other exogenous threats, the main street economy is exceedingly vulnerable.”

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2 Comments on David Stockman Says This Cycle Is An Octogenarian – At Least

Bombs Away.

April 30, 2018April 30, 2018

War? Let’s hope so! Happy Monday!

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Did Netanyahu Just Say Something About Secret Nuke Files Two Weeks Ahead Of Trump’s Decision On The Iran Deal? He Sure Did!

April 30, 2018April 30, 2018

Good timing.

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Spiraling Down The Rabbit Hole: What Happens When The Ammo Is Gone?

April 30, 2018

Down the rabbit hole you go.

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Norway’s Super-Conservative, Balls-To-The-Wall Asset Allocation Strategy Yields ‘Impressive’ $21 Billion Loss In 3 Months

April 30, 2018April 30, 2018

I told you so.

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Follow The (Convexity) Flows: Restriking Of The Fed Put Revisited

April 30, 2018

“In that environment, convexity withdrawal creates a reinforcing loop where more turbulence in risk assets tends to cause stability in fixed income.”

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‘America First’: Full Week Ahead Preview

April 29, 2018

Ok, well all eyes will be on the U.S. in the week ahead.

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Why Goldman Thinks The Fed Isn’t Even Halfway There

April 29, 2018

“And there is still little evidence that the committee is close to the halfway mark from this perspective.”

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Volatility: Proudly Made In The U.S.A.

April 29, 2018April 29, 2018

Make domestic equities volatility again. #MDEVA

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Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future

April 29, 2018April 29, 2018

“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”

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Trump: The Stock Market Stopped Going Up ‘Because I Have To Do Things’

April 28, 2018April 28, 2018

Thanks for clearing that up, sir.

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12 Comments on Trump: The Stock Market Stopped Going Up ‘Because I Have To Do Things’

Here’s What To Watch For In The Suddenly Resurgent Dollar

April 28, 2018April 28, 2018

Remember: “Nearly every consensual macro trade has an implicit short-dollar view built-into it.”

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Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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    'Nuanced'

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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