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Month: June 2018

In Absurd CNN Interview, Peter Navarro Basically Accuses Harley-Davidson And General Motors Of Being Foreign Agents

June 30, 2018July 1, 2018

“Speaking with forked tailpipe”.

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Just 10 Stocks Accounted For More Than 100% Of The S&P’s First Half Gain

June 30, 2018July 6, 2018

Imagine that.

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16 Comments on Just 10 Stocks Accounted For More Than 10016 Of The S&P’s First Half Gain

Requiem For A Rally: 2018’s First Half In Charts

June 30, 2018July 6, 2018

Remember January?

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oil, OPEC4 Comments on Requiem For A Rally: 2018’s First Half In Charts

Trump Wakes Up, Says ‘Maybe’ Saudi Arabia Will Upend Oil Market With 2 Million Barrel Production Increase

June 30, 2018July 1, 2018

“”Good morning, this is your President, coming to live on Twitter from my bedroom, and I’d like to share some highly confidential, highly sensitive geopolitical news with you”…

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oil, OPEC3 Comments on Trump Wakes Up, Says ‘Maybe’ Saudi Arabia Will Upend Oil Market With 2 Million Barrel Production Increase

General Motors Warns Tariffs Will Lead To ‘A Smaller GM’ As ‘Stable Genius’ Trade Strategy Backfires (Again)

June 29, 2018June 30, 2018

Have genius, will travel.

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Trader Asks: Does IG Know Something Everything Else Doesn’t?

June 29, 2018November 13, 2018

“Something unusual is happening.”

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4 Comments on Trader Asks: Does IG Know Something Everything Else Doesn’t?

Larry Kudlow Now Just Plain Old Lying On National Television About The Deficit, Because Who Even Cares Anymore, Right?

June 29, 2018June 30, 2018

Boy, I’ll tell you what, Fox News is having one helluva day when it comes to cramming lies down the throat of the American public.

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7 Comments on Larry Kudlow Now Just Plain Old Lying On National Television About The Deficit, Because Who Even Cares Anymore, Right?

A Rabid Badger And How To ‘Snatch Defeat From The Jaws Of Victory’

June 29, 2018June 29, 2018

“What may degenerate into an extended trade war of attrition could preserve financial market volatility indefinitely.”

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1 Comment on A Rabid Badger And How To ‘Snatch Defeat From The Jaws Of Victory’

Steve Mnuchin And Maria Bartiromo ‘Won’t Use’ The Term ‘Fake News’ To Describe WTO ‘Rumor’, Instead They’ll Just Call It ‘Fake News’

June 29, 2018

Oh, nothing. Just sycophants being sycophants.

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‘We Always Get F*@%ed By Them’: Trump Set To Pull U.S. Out Of WTO Because He’s ‘That Nuts’

June 29, 2018June 29, 2018

“We think he’s nuts, but not that nuts”.

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2 Comments on ‘We Always Get F*@2ed By Them’: Trump Set To Pull U.S. Out Of WTO Because He’s ‘That Nuts’

Operation Twist – With European Characteristics

June 29, 2018June 29, 2018

If you’re in EGB steepeners, this probably isn’t great news.

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1 Comment on Operation Twist – With European Characteristics

European Assets Get Fleeting Reprieve From Migration ‘Deal’ In Purported Boon To Italy’s Populists

June 29, 2018June 29, 2018

“Mobilizing” to find a “solution”.

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EastWest: Why U.S. Banks Are Poised to Outperform Canadian Counterparts

June 28, 2018June 29, 2018

“Try Googling “Canadian banks 2008 crisis”.

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1 Comment on EastWest: Why U.S. Banks Are Poised to Outperform Canadian Counterparts

Silence Is Golden.

June 28, 2018June 28, 2018

Don’t expect it to last.

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2 Comments on Silence Is Golden.

Ray Dalio Has A Convoluted New Plan To Pretend He’s Not Running Bridgewater Anymore

June 28, 2018June 28, 2018

Something about a partnership and phantom equity holders and a “continuously improving perpetual motion machine.”

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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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