“We will have low returns going forward for a long time.”
Year: 2018
Jeff Gundlach Was Right: Goldman Joins Morgan Stanley, Others In Peak Dollar Call
“Speculative positioning is way long the dollar and now they’re wrong.”
Bad Apples, Fading FANGs And Macro Fund ‘Nukes’
Another tough day for the most crowded trades on the planet.
‘It Doesn’t Matter Until It Does’: An Update On Liquidity In U.S. Equity Futures
One of the disconcerting things about markets in 2018 is the proliferation of “this doesn’t matter until it does” stories.Â
‘The Big Low’: Analyst Who Predicted Short Vol. Blowup Delivers Top Trades For 2019
“The Big Low” and a “V-shaped trajectory”.
Trump Worries We May Never ‘Really Know’ Who Had Jamal Khashoggi Murdered
He also said the man who oversaw the 2011 operation that killed Osama bin Laden didn’t do it quickly enough.
APEC Summit Crashes And Burns As Mike Pence Stokes Fears Of Economic Cold War
“The entire world is worried.”
‘Adam Schitt’, ‘Go Home!’ And Other Highlights From Trump’s Sunday Twitter Escapades
Donald Trump is furious on Sunday.
The Press Knows What Will Cause The Next Crisis, And It’s Corporate Debt
“For financial journalists, pinpointing the source of the next meltdown is no easy task. The ones who did so pre-2008Â were few.”
Saudi Stocks Dive As Khashoggi Sanctions, CIA Conclusion Deep-Six Sentiment
It remains to be seen whether Trump will begrudgingly accept the intelligence assessment.
Optionsellers.com Blows Up As Crude, Natural Gas Turmoil ‘Capsizes’ Clients
“The tough part is finding somebody that knows how to do it – right.”
Mike Pence Goes To APEC, Shows Xi His Mean Face, While China’s U.S. Treasury Holdings Drop For Fourth Month
“The U.S. will not change course.”
Rates Volatility And The Indoor Trampoline
Amid the storm, there’s one place where volatility isn’t showing up…
Trump Indicates He Won’t Accept CIA Conclusion On Khashoggi Murder
“Spectacular allies” and all.
CIA Concludes Crown Prince bin Salman Ordered Khashoggi Murder, Piling Pressure On Trump, Saudis
“There is no way this happened without him being aware or involved.”
Here Is Marko Kolanovic’s Take On Friday’s Clarida/Trump Doubleheader
Light at the end of the tunnel?
‘Stupid People’: Here’s What Trump Really Said About The Trade War On Friday
Curb your enthusiasm.
Wishing On A Dovish Star
We’re really reaching now.
Trump ‘Ordered’ To Restore Jim Acosta’s Press Pass ‘Immediately’, Which Is Hilarious
Well, this won’t please Donald Trump.
Why Morgan Stanley Says It’s ‘Time To Sell The Dollar’
King dollar has peaked. Here’s why.
Let’s Talk About Nvidia, Which Was Kicked Off Goldman’s Conviction List On Friday
Obviously, the market could have done without Nvidia’s stumble after the bell on Thursday.Â
Senators Seek To Halt Weapons Sales To Saudi Arabia As Trump’s Sanctions Fail To Impress
“This looks like a coordinated attempt to sweep this case under the rug.”
In Incredible Turn, Erdogan Set To Parlay Khashoggi Murder Into Extradition Of Fethullah Gulen
“At first there were eye rolls.”
U.S. Sanctions 17 Saudis For Khashoggi Murder Including Maher Mutreb And Salah ‘The Bone Saw’ Tubaigy
Guess who isn’t on the list?
‘Extreme Greeks’ Set Stage For ‘Insane’ Price Action: Nomura’s McElligott
Violent chop and a binary event.
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