Risks aplenty.
Month: May 2018
For One Bank, This Is ‘One Of The Most Striking Developments Of The Past Few Weeks’
Hint: it’s the normalization of U.S. equity volatility.
Retail Sales! Who’s Excited?!
As a reminder, this is the marquee data point in the U.S. this week and it will be yet another opportunity for the market to assess the new, U.S.-centric growth narrative.
‘Transitory’ Or Not, European Deceleration Raises ‘QF’ Specter, Dreaded ‘Ammo’ Question
Nobody say “quantitative failure”.
Uncharted Waters: Budget Lunacy, The #MAGA Economy And What PredictIt Predicts For Rates
“You will ride eternal, tacky and gold leaf”…
Different Day, Same Stories, Only Different.
But still, read it.
‘They’re Still The Largest Sellers Of Vol.’: And So, The Baton Is Passed To Forward Guidance
Remember, “transparency as a way of stabilizing the markets has become a tool of suboptimal control.”
Canary Tipping And Dynamite Fishing
“There are many ‘canaries’ that are starting to ‘fall over’ – hence we are deeply concerned about current market conditions. “
Divorcing Bill Gross Will Turn You Into A World-Class Art Forger And Master Thief
Oh, you want details of how Sue Gross pulled off a dope-ass, shady-ass art heist on her ex-husband?
Counting Dollars: Full Week Ahead Preview
Here’s what’s in play.
What Does History Say About Mideast Turmoil, Crude And Inflation?
More questions than answers, as per usual.
When You Cross The Streams, Why Don’t Stocks Go To Infinity?
“Instead of just tossing the Fed Model aside as useless and broken, it makes sense to think about how it might once again recouple and provide some guidance for stock market pricing.”
‘What The Hell Happened?’ Michael Bloomberg Slams ‘Epidemic Of Dishonesty’ At Rice Commencement
“However, today when we look at the city that bears Washington’s name, it’s hard not to wonder, ‘What the hell happened?’â€
Do You Speaka The English?! John Kelly Accidentally Says His Ancestors Shouldn’t Have Been Allowed Into The U.S.
“Look, the USA simply doesn’t have room for people who don’t speaka the English. People like the second wife of one of John Kelly’s own great-grandfathers.”
Transparency, Trust And The ‘Fed In Wonderland’
“Oh dear! Oh dear! I shall be too late!”
Good News! The Algos Say The US Economy ‘Is Doing Just Fine’
Ignore the large laser cannon, he’s just here to help!
Are You An Institutional Investor Who’s Worried That Someone Will Chop Off Your Hand And Use It To Access The Bitcoin Keys You’re Storing In The Side Of A Mountain? Pete Najarian Can Help!
“…said Clark, who noted the vault’s fingerprint scanners were equipped with a pulse reader to prevent amputated hands from being used.â€
Nuclear Football.
And that’s the week.
One Analyst Reminds ‘Old, Grizzled’ PMs That ‘We’re Late In The Cycle’ Is Not Research
Take that, “old, grizzled PMs.”
Iran Thinks Trump Has Secret Plan With ‘Some OPEC Members’ To Drive Up Oil Prices
I mean, I guess you never know.
Silicon Valley Venture Capitalist Spends 10 Minutes On Live Television Reinforcing Every Negative Stereotype About Silicon Valley Venture Capitalists
CNBC needs to have Tim Draper on every day.
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