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Month: June 2018

Who Really Understands The Risks? It’s Probably Not Who You Think.

June 3, 2018

I think that gets it backwards.

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11 Comments on Who Really Understands The Risks? It’s Probably Not Who You Think.

New From Epsilon Theory: ‘The Acrobat And The Fly’

June 2, 2018

“Dream out loud, and don’t let the bastards grind you down.”

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Italian Junk Food.

June 2, 2018June 2, 2018

“Currently, the yield differential between EUR HY and Italy 5yr bond is the tightest it has been throughout the whole history of the EU sovereign crisis, going back to 2010.”

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1 Comment on Italian Junk Food.

‘It’s Difficult To See A Clear Path Towards Resolution’: When It Comes To Italy, Grab Your Magic 8 Balls

June 2, 2018

Spinning plates.

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One Trader Asks: ‘Are We Sleep Walking Into The Next Crisis?’

June 2, 2018November 13, 2018

“Quick – the United States suddenly backtracks on half century of globalization and enters a trade war with almost all of its trading partners – do you buy or sell equities? And how about bonds?”

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2 Comments on One Trader Asks: ‘Are We Sleep Walking Into The Next Crisis?’

Sears Still Screwed, Eddie Lampert Still Gonna Be Fine

June 2, 2018

Might even be in line for a nice parting gift.

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Tumult.

June 1, 2018June 1, 2018

Aaaand that’s the week.

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Here’s What Went Wrong For Bill Gross This Week And Here’s Why The Trade May Continue To Move Against Him

June 1, 2018June 1, 2018

Draw your own conclusions.

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2 Comments on Here’s What Went Wrong For Bill Gross This Week And Here’s Why The Trade May Continue To Move Against Him

Here’s What Wall Street Thinks About A Jobs Report So Good The New York Times ‘Ran Out Of Words To Describe It’

June 1, 2018

Well, we already know what President Dennison thinks about the May jobs report. In fact,

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2 Comments on Here’s What Wall Street Thinks About A Jobs Report So Good The New York Times ‘Ran Out Of Words To Describe It’

‘If That Was Anyone But Him, They Would Have A Date With The SEC’: White House Fends Off Criticism After Trump Leaks Jobs Report

June 1, 2018June 1, 2018

“…this is all according to routine, law and custom.”

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Donald Trump Now So Excited About Previously ‘Fake’ Jobs Data, He’s Helping Traders Frontrun The BLS With His Twitter Account

June 1, 2018

“The ratings will be tremendous.”

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Jobs Report Beats Across The Board, Unemployment Rate Falls, Just As Economist Donald Trump Teased

June 1, 2018June 1, 2018

“Looking forward to seeing it”…

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4 Comments on Jobs Report Beats Across The Board, Unemployment Rate Falls, Just As Economist Donald Trump Teased

Spain Likely Headed For New Elections, But For Now I Guess Let’s Buy Spanish Assets Because Nobody Liked Rajoy?

June 1, 2018June 1, 2018

He “respects your decision” but don’t you expect him to “share” it, ok?

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 16, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • rem on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout
  • Btfl on The Swiss Killed The CoCos
  • derek on The Swiss Killed The CoCos

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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