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Day: September 18, 2018

‘What Happens At Georgetown Prep’: Kavanaugh Nomination Now Complete Train Wreck As Ford Demands FBI Probe

September 18, 2018October 17, 2021

What happens at Georgetown Prep, doesn’t stay at Georgetown Prep…

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Trader Asks: How Long This ‘Cleanest Dirty Shirt’ Thesis Really Run?

September 18, 2018November 13, 2018

“My bet is that on a relative basis, there are other shirts to buy.”

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1 Comment on Trader Asks: How Long This ‘Cleanest Dirty Shirt’ Thesis Really Run?

Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant

September 18, 2018October 17, 2021

“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”

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2 Comments on Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant

Poetic Justice: What If Trump’s Approval Rating Starts Tracking Chinese Stocks?

September 18, 2018October 17, 2021

Define: irony…

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3 Comments on Poetic Justice: What If Trump’s Approval Rating Starts Tracking Chinese Stocks?

Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.

September 18, 2018

Surely someone will find this “enticing”…

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1 Comment on Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.

Goldman: ‘Greater Than 50% Chance’ Trump Goes All In On China By 2019

September 18, 2018September 18, 2018

“…we believe the US could announce plans to impose tariffs on ‘phase three’ within the next couple of weeks.”

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‘Shooting From The Hip’: High Noon Arrives For Trump’s Trade War

September 18, 2018September 18, 2018

Wilbur needs you to understand that everything is under control.

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Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 6, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 2023February 4, 2023

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