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Month: July 2018

Trump Said To Ponder Raising Stakes On China With Even Higher Tariff On $200 Billion In Imports

July 31, 2018August 1, 2018

Godspeed, Steve Mnuchin.

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1 Comment on Trump Said To Ponder Raising Stakes On China With Even Higher Tariff On $200 Billion In Imports

Things Are Going ‘Far Worse’ Than David Einhorn ‘Could Have Imagined’, But At Least He’s Out From Under His Model S Lease

July 31, 2018October 14, 2021

“We didn’t get it then and, truthfully, we don’t really get it now.”

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‘This Will Be Difficult To Win’: As Clock Ticks, Trump Confronts Reality Of ‘Proper’ Trade War With China

July 31, 2018July 31, 2018

This isn’t a real estate deal.

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3 Comments on ‘This Will Be Difficult To Win’: As Clock Ticks, Trump Confronts Reality Of ‘Proper’ Trade War With China

‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call

July 31, 2018July 31, 2018

“We have been out on a limb the past month.”

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Turkey Will Give Up Andrew Brunson Around The Same Time Erdogan Gives Up Control Of Monetary Policy (So, Never)

July 31, 2018October 14, 2021

Meanwhile, 10Y yields in Turkey spike to record highs.

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1 Comment on Turkey Will Give Up Andrew Brunson Around The Same Time Erdogan Gives Up Control Of Monetary Policy (So, Never)

GOP Waterloo? Trump Decides To Call Koch Brothers ‘A Total Joke’ Three Months Before Midterms

July 31, 2018August 1, 2018

You can’t be at war with everyone, all the time.

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2 Comments on GOP Waterloo? Trump Decides To Call Koch Brothers ‘A Total Joke’ Three Months Before Midterms

Admit It: You’re A Yield Curve Apologist, Aren’t You?

July 31, 2018November 13, 2018

“Well, I might not know much, but one thing that has gotten me into more trouble is to assume markets will play out neatly according to a schedule.”

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1 Comment on Admit It: You’re A Yield Curve Apologist, Aren’t You?

For ‘Better’ Or ‘Worse’, Here’s A Quick Snapshot Of Q2 Earnings Season So Far

July 31, 2018

But will it be enough?

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Bank Of Japan Tweaks ETF Program, Adds Flexibility On Yields, Introduces Forward Guidance On Rates

July 31, 2018July 31, 2018

Much ado about nothing? Not exactly. Probably. Or not.

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The Devolution Will Be Televised.

July 30, 2018July 30, 2018

Of ironies, tragicomedy and FANG corrections.

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3 Comments on The Devolution Will Be Televised.

In Brazen Move, Trump Considers $100 Billion Tax Cut For The Wealthy – Without Congressional Approval

July 30, 2018June 27, 2019

In the simplest possible terms, this is a perpetual motion machine for increasing inequality.

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10 Comments on In Brazen Move, Trump Considers $100 Billion Tax Cut For The Wealthy – Without Congressional Approval

‘July Was Awful Pretty Much Across The Board’: Exchanges Tumble As Outlook Sours

July 30, 2018

Wipeout.

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Giuliani Says Trump ‘Team’ Working Diligently On ‘Counter-Report’ To Refute Mueller Accusations

July 30, 2018

“But it’s unclear whether the special counsel will file anything with DOJ.”

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Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’

July 30, 2018October 14, 2021

“Regardless of whether this materializes, our view is that a slower pace of hiking is the right thing to do.”

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4 Comments on Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’

BBQ Chicken: Tyson Foods Plunges Most In 20 Months And You Can Thank Trump’s Tariffs

July 30, 2018July 30, 2018

“Trade policies have created a challenging market environment.”

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Monthly Letter+

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    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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