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Day: April 30, 2018

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

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

April 30, 20188 min read

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.

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

April 30, 2018April 30, 20184 min read

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

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

David Stockman Says This Cycle Is An Octogenarian – At Least

April 30, 2018April 30, 20189 min read

“…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.

Bombs Away.

April 30, 2018April 30, 20183 min read

War? Let’s hope so! Happy Monday!

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

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, 20187 min read

Good timing.

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3 Comments on Did Netanyahu Just Say Something About Secret Nuke Files Two Weeks Ahead Of Trump’s Decision On The Iran Deal? He Sure Did!
Spiraling Down The Rabbit Hole: What Happens When The Ammo Is Gone?

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

April 30, 20189 min read

Down the rabbit hole you go.

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1 Comment on Spiraling Down The Rabbit Hole: What Happens When The Ammo Is Gone?
Norway’s Super-Conservative, Balls-To-The-Wall Asset Allocation Strategy Yields ‘Impressive’ $21 Billion Loss In 3 Months

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

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

April 30, 20184 min read

“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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