“Avoid herd behavior.”
Year: 2018
Argentina’s Peso Crashes As Macri Asks IMF To Hurry Up With More Bailout Money
That wasn’t what the market wanted to hear.
Meanwhile, In Turkey …
“In case you were wondering whether the news is getting any better for Turkey, the answer is ‘no.'”
R.I.P. Irony: Italy Will Ask ECB To Create New QE Program In Anticipation Of E.U. Budget Fight
“If the ECB covers you, markets can’t speculate because they don’t make money.”
Don McGahn, White House Counsel, To Be Replaced By Clinton Impeachment Lawyer
Don McGahn’s job is done here.
‘I Think The Fix Is In’: Trump Said To Discuss Firing Jeff Sessions With Lawyers, Aides
“I wouldn’t trust this president to put someone in place [who] wouldn’t an hour after he’s sworn in fire Mueller.”
Deconstructing Trump’s Google Conspiracy Theory
Familiar tactics.
Steve Mnuchin Isn’t Worried About The Yield Curve – ‘At All’
“It’s a market condition.”
Google Now In Trump’s Crosshairs As Larry Kudlow Says White House ‘Investigating’ Search Bias
Move over Amazon, Trump has a new target.
Trump Says Google Is ‘Illegally Rigged’ After Googling Himself
“This is a very serious situation-will be addressed!”
Northern Exposure: What Wall Street Thinks Of Trump’s NAFTA Replacement Deal
“On its face, the US negotiating stance appears to create some risk for Canada.”
Good News! Farmers Can Start Signing Up For Soybean Welfare Next Week
“Unjustified retaliation”
Trump Strikes Trade Deal With Mexico, Renames NAFTA
“We’ll get rid of the Nafta name.”
Tennessee’s State Retirement System Feels The Pain As Turkey ETF Crashes 50%
“Inflammatory and stupid”.
Italy’s Populist Champion Salvini Will Do Two Things: Kidnap 150 People, Veto E.U. Budget
“…it’s time to cut financing to a useless entity.”
One Bank Says U.S. Midterms Will Spark Emerging Market Rally And Then…
Expect a reprieve, but beware 2019.
House Flipping: GOP Quietly Ponders ‘Coming Hell’ After November
Is the White House prepared? In a word: “No”.
Psychological Overhang: Full Week Ahead Preview
U.S. politics and trade are likely to dominate the headlines this week.
BIS: Trump’s Trade Policies Could Create ‘Perfect Storm’, Cause Global Financial Crisis
“Protectionism could set off a succession of negative consequences. If all the elements were to combine, we could face a perfect storm.”
There’s News On NAFTA, And For Once It Isn’t Terrible
Anything that isn’t bad news is great news.
Turkish Tech Minister Says Maybe Digital ‘Barter System’ Might Work If Trump Weaponizes Dollar
“…this war has turned into a financial war.”
Dream States: Why No Resolution To Current Political Conflicts Is Possible
Games of chicken, prisoner’s dilemmas and the suspension of disbelief.
Trump: Sessions ‘Doesn’t Understand What’s Happening’, ‘I May Get Involved!’
“Let us now praise Jefferson Beauregard Sessions III.”
America’s Last TV Plant Is Closing And Mick Mulvaney Is ‘Pleading’ With Trump To Save It
“‘Yes, yes, yes, we’ve already heard this from Mick.”
This Simple Measure Suggests Investors Are The Least Myopic They’ve Been In 20 Years
Let’s see what happens over the next couple of years when equity volatility resets to some semblance of normal.
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