After conducting a trenchant supply/demand analysis…
Year: 2018
For The First Time In 5 Years, China Drops Key Currency Pledge In Sign Of Growing Angst
That date with a 7-handle is becoming harder and harder to postpone.
In Absurd Twist, U.S. Blows $240,000 In Farmer Bailout Money Buying Ham From Chinese Conglomerate
“This is an example of corporate welfare at its worst.”
Euro Sinks To 16-Month Low As Italy Dares Brussels To Accidentally Create More Populists
“If you strike me down, I shall become even more irrational than you can possibly imagine.”
Dollars, Crude And The Italian Job: Full Week Ahead Preview
Market participants will focus on oil, the greenback, Italy’s response to Brussels and Brexit in the week ahead.
Trump’s Nationalism Shunned In Paris As ‘America First’ Becomes ‘America Alone’
“Patriotism is the exact opposite of nationalism, nationalism is a betrayal of patriotism.”
Why We’re ‘More Vulnerable Now’: Modern Market Structure Meets Low ‘Ammo’
Fragility and a lack of policy breathing room.
After Record Foreign Exodus, Saudi Shares Fall Every Day But One In November Amid Khashoggi Drama
Now let’s see how local markets react to the imposition of watered down sanctions from Steve Mnuchin.
OPEC+ Ponders Cuts Amid Plunging Oil Prices, Surging Volatility
“We’re going to go back where we were [in 2014] if we’re not careful.”
Democrats To Probe Trump Over Abuse Of Power For Attacks On WaPo, CNN: Adam Schiff
Commence the investigations.
The Gods Must Be Crazy: The Rise Of The Primitive Society Of The Future
Modernity in its later phase reads like mankind’s love affair with authority.
‘Amazon Economist’ Navarro Unleashes Wild Screed, Calls Wall Street ‘Unregistered Foreign Agents’
Just watch this and try to wrap your head around the fact that this man is effectively in charge of U.S. trade policy…
‘Nobody Knows What Was Said’: Matt Whitaker Privately Counseled Trump Behind Backs Of Sessions, Rosenstein
“Who ever heard of a president barely speaking to his attorney general but on the phone constantly with a staff-level person?”
Trump Set To Impose Sanctions On Saudis For Khashoggi Murder In Bid To Blunt Congress
Half measures, it would appear.
As Hedge Funds Face Redemption D-Day After ‘Red October’, Loeb Exits Facebook, Warns On Tech
Day of reckoning for hedge funds looms after worst month since 2011.
Donald Trump ‘Doesn’t Know’ Matt Whitaker – Unless You Ask Donald Trump
Who’s to say who knows who!
Trump To Fire Wilbur Ross, Replace Him With Wife Of Pro Wrestling CEO McMahon
Say goodbye to the soup can index.
Beware The ‘Tightening Tantrum’ And Fear The ‘Lights-Out’ Trade
Before you get too swept up in the prospects for a squeeze higher in equities into year-end, don’t forget this…
Trump Issues Immigration ‘Proclamation’ Justifying Thursday’s Brutal New Asylum Rule
“I must take immediate action to protect the national interest.”
One-Week Anniversary Of Hong Kong Euphoria Brings Harsh Reality Check
It was all good just a week ago.
In China: Car Trouble And Plunging Bank Shares
Bad news to close the week, as mainland shares nurse a five-day losing streak.
‘The Truth Is, There Was No Collusion’, Says Matthew Whitaker, Supervisor Of Collusion Probe
Matt should go ahead and recuse now before he ends up finding himself on the wrong end of a subpoena.
Fed Sticks To Script, No Nod To ‘Red October’ In November Statement
See you in December.
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