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Month: June 2018

John Kelly To Exit Trump Administration As Soon As This Week

June 28, 2018June 28, 2018

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

June 28, 2018June 28, 2018

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

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’

June 28, 2018June 28, 2018

“… 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

June 28, 2018June 28, 2018

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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One Trader Reminds You To ‘Mark Your Calendar’

June 27, 2018November 13, 2018

“It’s that time again.”

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2 Comments on One Trader Reminds You To ‘Mark Your Calendar’

No Dice.

June 27, 2018June 27, 2018

Try again.

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oil1 Comment on No Dice.

A Still-Alive Larry Kudlow Says Trump Still ‘Hard’ For ‘Gyna’, Will Protect ‘Family Jewels’ At All Costs

June 27, 2018

“The idea of softer or harder is really beside the point”.

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Dear ‘Tod’, ‘Thanks’ For Your Vote! But Sadly, Trump Will Now Tax Harley-Davidson Clean Out Of Business

June 27, 2018June 27, 2018

They were a “great group of people”. I’ll never forget them. Good old what’s their name.

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2 Comments on Dear ‘Tod’, ‘Thanks’ For Your Vote! But Sadly, Trump Will Now Tax Harley-Davidson Clean Out Of Business

Leveraged Housewives At It Again: Chinese Think Tank Warns Of ‘Panic’ Amid 5 Trillion Yuan In Newly-Disguised Margin Buying

June 27, 2018June 27, 2018

Jesus.

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2 Comments on Leveraged Housewives At It Again: Chinese Think Tank Warns Of ‘Panic’ Amid 5 Trillion Yuan In Newly-Disguised Margin Buying

Trump Blinks: Opts For Less Aggressive CFIUS Approach To Protecting U.S. Tech After Stock Market Turmoil

June 27, 2018June 27, 2018

Well, he blinked – sort of.

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5 Comments on Trump Blinks: Opts For Less Aggressive CFIUS Approach To Protecting U.S. Tech After Stock Market Turmoil

‘People Are Getting Into A Bit Of A Panic Now’: Yuan Dive Spooks Markets As H-Shares Meet The Bear

June 27, 2018

So yeah, this is some reasonably harrowing shit – to the extent it makes sense to use “reasonably” with “harrowing.” 

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‘The Court’s Decision Fails To Safeguard The Promise Of Religious Liberty’: Any Questions?

June 26, 2018

“…the Supreme Court is telling us loud and clear that it intends to play along with the charade that Donald Trump is a normal president who follows the law.”

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7 Comments on ‘The Court’s Decision Fails To Safeguard The Promise Of Religious Liberty’: Any Questions?

The Whites Of Their Eyes.

June 26, 2018June 26, 2018

It’s a war now.

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State Department Thinks ‘Zero’ Sounds About Right When It Comes To How Much Iranian Oil Allies Should Be Importing By November 4

June 26, 2018

This should be fine, because it’s not like the U.S. is at odds with any of these buyers on anything.

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

The Swiss Killed The CoCos

March 20, 2023March 20, 2023

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

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  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
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Recent Comments

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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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