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Day: June 28, 2018

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

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

June 28, 2018June 29, 201814 min read

“Try Googling “Canadian banks 2008 crisis”.

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Silence Is Golden.

Silence Is Golden.

June 28, 2018June 28, 20183 min read

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

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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John Kelly To Exit Trump Administration As Soon As This Week

John Kelly To Exit Trump Administration As Soon As This Week

June 28, 2018June 28, 20185 min read

Remember how John Kelly wasn’t going to leave the White House? Yeah, well…

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4 Comments on John Kelly To Exit Trump Administration As Soon As This Week
Amid Nightmare Quarter, Here’s The ‘Severe Bear Case’ For Emerging Market Outflows

Amid Nightmare Quarter, Here’s The ‘Severe Bear Case’ For Emerging Market Outflows

June 28, 2018June 28, 20188 min read

This is *not* the base case, but someone will invariably pitch it as such.

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Have You Ever Thought About Making 5 Times The Median National Income By Operating A Fleet Of 40 Vans? Asking For Jeff Bezos

Have You Ever Thought About Making 5 Times The Median National Income By Operating A Fleet Of 40 Vans? Asking For Jeff Bezos

June 28, 2018June 28, 2018

“From here on, nothing goes down unless I’m involved. A nickel bag gets sold in the park, I want in.”

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‘Someone Or Someones Are Really Scared’

‘Someone Or Someones Are Really Scared’

June 28, 2018June 28, 20186 min read

“… we’ve been doing this long enough to know when acute demands for liquidity will likely arise and that’s what it feels like.”

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Yuan Dive Continues

Yuan Dive Continues

June 28, 2018June 28, 20183 min read

It may be a different day, but it’s the same story for Chinese assets and that’s not the best news. 

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