“In effect, the Donald is taking credit for the doings of the plain old business cycle, and at the worst possible time.”
Month: April 2018
A Bit Of Confusion.
Well, that was interesting.
Rosenstein To Trump: You’re Not A Target Of Any Part Of Mueller Investigation
So, as Trump would say, “we’ll see what happens.”
Trader: ‘Don’t Hold Out For Peak P/E’
“Yet, like all good things, it eventually ended.”
Crypto Founder Yassin Hankir Had To Pretend Like He Stole $50 Million Because ‘There’s So Much Scam Happening’
“…this was not meant to do prank and this was not meant to do fun of anyone or play around with trust.â€
High Yield Is Back!
Needless to say, all of this could turn on a dime, but for now…
Commodities Rally Accelerates, Rusal Now Forced To Rent Space To Store Aluminum Stockpile
“The world is upside down.”
Here’s What Happens Next In The Trump-China Trade War, According To Goldman
It’s more likely than not that Trump takes it up another notch, so be prepared.
David Stockman: These Are ‘The Delusions Of MAGA’
“The Donald is not leading America to the promised land. Instead, he’s leading it to war abroad, fiscal and economic calamity at home and a crisis of governance that pales Watergate into insignificance.”
Breaking The Bank.
Beleaguered banks, commodities on the come up, golf, the usual…
By 2023, America Will Be In Worse Fiscal Shape Than Italy, Mozambique And Burundi
Who’s “tired of winning”?
Bill Ackman Would Not Change His Gender Just To Win A Board Seat Because The Bill Ackman We Knew Is Truly Dead
The world is changing too fast.
Here Are Some Fun Theories About The Question On Everyone’s Mind: ‘WTF Sean Hannity And Michael Cohen?’
“I have found my true soulmate. And even though Esmerelda is a goat, I know we’ll be very happy together.”
Erdogan Calls For Snap “Elections”, Mark Your Calendar!
ERDOGAN CALLS FOR EARLY ELECTIONS IN TURKEY
Morgan Stanley Dares You To Fade Their Quarter Like You Did Goldman And JPMorgan
Does this work, or not so much?
When You Lose Jeremy: Siegel Says ‘These Gains You’re Talking About’ Might Be Unrealistic
“…I just don’t think they’re going to be realized.”
Trump Wakes Up, Says Porn Stars Are Making Up Tom Bradys, Says He’s Excited To Meet Kim Jong-Un
The President wishes you a happy Wednesday.
China Bails Out Flagging Stock Market As Bonds Stage Enormous Rally After RRR Cut
3,000 is your number, apparently.
Trader: There Is No Better Signal Than This
“Don’t bother arguing with the hard-money gurus about the correct policy course. Just watch the yield curve. The market is smarter than all of us.”
Truly Fine Gentlemen.
In good hands.
The Wall Street Journal’s Anti-Tax Suicide Mission
The Journal has found a Pandora’s Box, and it can’t not open it.
It’s Too Late To Stop Now: The Case Against Bonds
“Understanding the past is crucial to predicting the future. It helps us come to terms with the fact that just as Van Morrison sang “too late to stop now,†we become addicted to debt and low rates without an answer to the question – how do we stop?”
‘A Taste Of The High (Vol.) Life’, Courtesy Of Goldman
Again, please: “We’re not in Kansas anymore.”
Roasted Turkey: Lira, Stocks Dive As Erdogan Considers Calling Early “Elections”
The “enemy of interest rates” might need to go ahead and cement his power more than a year ahead of time.
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