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Month: May 2018

‘Brilliant’ Strategist Steve Bannon Says Trump May Need To Fire Rod Rosenstein And Wait … Why Does Anyone Care Again?

May 31, 2018

Oh, Christ on a bike.

Are we still listening to Steve Bannon?

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With Friends Like You.

May 31, 2018May 31, 2018

Who needs allies, anyway?

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Italy Has A Maybe Government, Spain Has ‘No Confidence’ And Generally Speaking, Europe Is All ‘WTF’?

May 31, 2018May 31, 2018

Good luck trying to figure all of this out.

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Trump Spanks Closest Allies With Tariffs, Plans To Clear All Mercedes From 5th Avenue Where He Hypothetically Shoots Random People Without Losing Voters

May 31, 2018May 31, 2018

Because fuck friends. I guess (?)

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Robert Shiller Thinks Bitcoin Will Probably Go Extinct, But If You Want To Trade It During His Final Exam, Then Go Ahead And Be A Moron

May 31, 2018

“I had one student who asked if he could keep his laptop during our final exam so he could make a trade.”

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Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers

May 31, 2018

The bar is high. Or is it?

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In Europe: A Tenuous Calm

May 31, 2018

It’s a good thing no one is planning on introducing any further uncertainty into the mix. Oh, wait…

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Trump Decides Trade War Is Back On, Will Slap Tariffs On Europe, Canada, Mexico And Then In Two Weeks, China

May 30, 2018

Just when you thought it was safe.

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Opposite Day.

May 30, 2018May 30, 2018

Like yesterday, only completely different.

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Bill Gross Suffers Worst Day In Four Years Proving That At Least One Man Is Indeed In A ‘Bear Market’

May 30, 2018

“Bonds, like men, are in a bear market.”

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I Don’t Know You Guys, It Seems Like That German Inflation Print Is Bad News When It Comes To Whether The ECB Will Be Inclined To Rescue Italy

May 30, 2018

Call me crazy, but…

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Trump Has Buyer’s Remorse, ‘Wishes’ He Had Never Made Jeff Sessions Attorney General In The First Damn Place

May 30, 2018

When a “little” treason just isn’t enough to satisfy an overbearing parent.

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I Know You Want To, But Don’t Ignore This Out-Of-Cycle Wednesday Rate Hike

May 30, 2018

Lost in the shuffle, but perhaps unjustifiably so.

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In Italy: Digestif

May 30, 2018May 30, 2018

Relief. Fleeting, maybe. But relief nonetheless.

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Keep Calm, Hold Cash, Watch The ISDA Basis And Buy This Crazy 5X Leveraged Short BTP Product

May 29, 2018

Decisions, decisions. Damn these decisions.

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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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January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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