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Day: April 11, 2018

Goldman: Passive Funds Appear To Be The ‘Primary Source Of Recent Volatility’

Goldman: Passive Funds Appear To Be The ‘Primary Source Of Recent Volatility’

April 11, 2018April 11, 20183 min read

Proponents of passive investing are going to keep insisting that the epochal active-to-passive shift isn’t dangerous or otherwise prone to destabilizing markets. They’re going to take that narrative to the grave apparently.

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John Paulson Singlehandedly Paying For Trump Tax Cuts

John Paulson Singlehandedly Paying For Trump Tax Cuts

April 11, 2018

J-Paulz $1 billion tax bill for 2017 proves that tax planning is even worse than his investing.

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‘Keep The Change, You Filthy Animal’

‘Keep The Change, You Filthy Animal’

April 11, 2018April 11, 20183 min read

“Get ready.”

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Fed Minutes: ‘Trade War Is A Downside Risk’

Fed Minutes: ‘Trade War Is A Downside Risk’

April 11, 2018April 11, 20185 min read

STRONG MAJORITY OF FED OFFICIALS SAW TRADE WAR AS DOWNSIDE RISK

FED SEES `SIGNIFICANT’ FISCAL-POLICY GROWTH BOOST NEXT FEW YRS

A NUMBER FED OFFICIALS SAW OUTLOOK WARRANTING STEEPER RATE PATH

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‘Nuclear Option?’ Mnuchin Bails Out Ruble – For Now

‘Nuclear Option?’ Mnuchin Bails Out Ruble – For Now

April 11, 2018April 11, 20182 min read

So apparently, the ruble has rebounded thanks to Steve Mnuchin.

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What’s The Biggest Near-Term Risk To Global Equities? You Can Choose Between Trump And Trump

What’s The Biggest Near-Term Risk To Global Equities? You Can Choose Between Trump And Trump

April 11, 2018April 11, 2018

It’s a tough one.

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Paul Ryan Decides ‘To Hell With This’ And Meanwhile, John Boehner Got Dat Kush For Tha Low

Paul Ryan Decides ‘To Hell With This’ And Meanwhile, John Boehner Got Dat Kush For Tha Low

April 11, 20184 min read

“Also, Ryan never really wanted this job in the first place, so it’s as good a time as any to go back to Janesville and skip leg day WHENEVER HE WANTS.”

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Why One Bank Thinks The Narrative And Current Positioning Are ‘Fraught With Risk’

Why One Bank Thinks The Narrative And Current Positioning Are ‘Fraught With Risk’

April 11, 2018April 11, 20184 min read

“Typically when positions are as large as they are currently, the risk is that if the prevailing narrative of the time does not play out perfectly, violent reversals will ensue.”

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Trader: Here’s My Beef With Jamie Dimon’s Annual Letter

Trader: Here’s My Beef With Jamie Dimon’s Annual Letter

April 11, 2018November 13, 20184 min read

“What happened each time the Fed stopped QE? Yields fell. The complete opposite of what Jamie would predict.”

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This Hasn’t Happened Since 2009: Ruble, Crude Edition

This Hasn’t Happened Since 2009: Ruble, Crude Edition

April 11, 20182 min read

Tough week for Russia.

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A Fired Up Trump Tells Russia To ‘Get Ready’ For ‘Nice, New’ Missiles Aimed At ‘Gas Killing Animal’ Assad

A Fired Up Trump Tells Russia To ‘Get Ready’ For ‘Nice, New’ Missiles Aimed At ‘Gas Killing Animal’ Assad

April 11, 2018April 11, 20183 min read

Boy, someone has had their covfefe this morning.

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‘It’s A Race To The Bottom’: Ruble, Lira Crushed As Russia, Turkey Face Burgeoning Currency Crises

‘It’s A Race To The Bottom’: Ruble, Lira Crushed As Russia, Turkey Face Burgeoning Currency Crises

April 11, 2018April 11, 20184 min read

An escalation in Syria won’t help.

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CPI Basically In Line As Wireless ‘Distortion’ Starts To Roll Off

CPI Basically In Line As Wireless ‘Distortion’ Starts To Roll Off

April 11, 2018April 11, 20182 min read

Without further ado…

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