“You have to be long TIPS, but also short Treasuries. Owning TIPS outright is not good enough.”
Month: May 2018
Campbell’s Soup Thinks Maybe Wilbur Ross Is Full Of Shit When It Comes To Campbell’s Soup Cans
Cost inflation, folks. Who knew?!
Cliffhanger.
And that’s the week.
Trump, Who Is Not An Autocrat, Told Postmaster General To Double Rates On Amazon
But again, he’s not an autocrat, ok?
Bitcoin ‘Guru’ Tom Lee Admits He Was Wrong On Consensus Rally, Blames ‘Unnatural’ Behavior
“…it seems natural that the combination of ‘sanity check’ (all is OK and progress is happening) plus ‘new interest’ (incremental attendance) should strengthen the crypto-community’s conviction.”
‘We Might Have To Cut ‘Em Loose’: There Are Worse Things In The World Than An Emerging Market Rout, Right?
“I gotcha, I gotcha … oops.”
When “selections” become “choices” again, we have to decide whether that’s ultimately a “bad” turn of events or whether it’s just an inevitable (and ultimately desirable) consequence of a return to two-way markets.Â
Fortunately For Google (And Tech Investors), People Only Watch 60 Minutes For The Porn Stars These Days
Ok, but is Stormy gonna be on too?
What Could Go Wrong? Italy Is The Proud Owner Of A Populist Coalition Government
So you can go ahead and look forward to more fretting over this and you can also look forward to plenty of accusations from Di Maio and Salvini about how the evil “eurocrats” won’t let them spend their way to oblivion.
Italy’s Populists Furious That Bond Spreads Are Trying To ‘Blackmail’ Them, But The Real Victim Here Is Price Discovery
Of “blackmail”, central banks, market distortions and Scream.
‘Overshoots’, ‘Devastation’ And The Always Enthralling Term Premium Debate
… the overarching narrative makes sense and even if it didn’t, it doesn’t have to. That’s the thing about narratives.
‘We Highly Recommend Not Riding This One Out’: As Oil Passes $80, Goldman Reiterates Commodities Case
“And this current rally likely has room to run, particularly from a returns perspective, as the current fundamental backdrop for oil is now more bullish than we had expected as strong demand now faces supply disappointments.”
One Trader Takes A Closer Look At The Buyback Bonanza
Fade the Barron’s cover?
We’ll Have To Wait And See.
Be patient. It’ll work out. Maybe.
U.S. Sanctions Hassan Nasrallah, Targets Hezbollah Senior Leadership In Notable Escalation
This will not be well received.
Peter Navarro Sidelined From China Trade Talks Because He’s Peter Navarro
I mean, he produced a documentary called “Death By China”, after all.
‘The Lambos Were Rented’: Consensus Bitcoin Rally Eludes Noted ‘Guru’ Thomas Lee
“I was told there would be a rally”.
Everyone Can’t Be Buying The Panthers, So What’s Your Excuse For Selling 153 Million Apple Shares To Omaha’s Favorite Grandpa?
One local grandpa thinks you’re full of shit.
Value Versus Growth: One Firm Reminds You That ‘This Time’ Is Never Really ‘Different’
“Yet that raises the question – did something change in the Great Financial Crisis, or is this just a pause in the strategy’s long-term outperformance?”
Should Bond Bears Be Worried About How Much Company They Have?
2 is company but is 3 (%) a crowd?
Trader: How I Learned Not To Fight The Fed And How To Trade ‘QT’
“The days when the Federal Reserve has a large bond maturity have seen abnormally large declines in the S&P 500.”
Word Is Bond.
Dat’s yo’ word, son?
Step Right Up, Folks, And Short These Bonds!
What could go wrong?
Steve Mnuchin’s Treasury Sanctions Iran’s Central Bank Governor For Funneling Money To Soleimani, Quds, Hezbollah
“It is appalling, but not surprising.”
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