“Am I happy with my choice? I’ll let you know in seven years.”
Year: 2018
A ‘Stealth’ Rate Hike From Turkey And A ‘Pick Your Poison’ Quandary For Europe
How to hike without hiking and what to do when there are no “good” options.
Good News! Qatar Was At Least $3 Billion Worth Of Serious When It Comes To Bailing Out Turkey
But don’t get too excited about the lira, ok?
Trump Calls Mueller A ‘National Disgrace’, Accidentally Admits To Obstruction Again
“If you FIGHT BACK or say anything bad about the Rigged Witch Hunt, they scream Obstruction!”
Italy’s Populists Determined To Triumph In Battle With Nefarious ‘Lo Spread’
“We will resist the bond yield spread, speculation, credit downgrades and attacks.”
China Draws Line In Sand At 2016 Closing Lows As State Funds Buy Stocks
Here comes the “national team”.
Michael Cohen Could Be Charged In $20 Million Bank Fraud, Cooperation Deal With Mueller Seems Likely
Michael Cohen is in some hot water. Which means Donald Trump is in some hot water too.
Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
Gundlach Warns Of Treasury Short Squeeze, Goldman Says Don’t Sweat Curve Inversion
Kings, squids, inversions and squeezes.
‘Truth Isn’t Truth’: Trump, Giuliani Square Off Against Maggie Haberman, Reality
“Don’t do this, this is going to become a bad meme”.Â
This Is Not A Drill: Jerome Powell Needs To Be Careful In Jackson Hole
Fragile. Handle with care.
Ignore That Bear Market And Focus On These Buybacks
“Tall order”.
Let’s Talk Farmers, Propaganda, Deere And Denmark
“…they’re selling the coin, or the, the corn.”
Trump’s Plan To Do Away With Quarterly Earnings Reports Is A Terrible Idea – Surely You Know That
“Abolishing quarterly reporting is a ridiculous idea.”
Of VaR Shocks And ‘Sucking Sounds’
That “sucks.”
There’s Only One Kind Of Umbrella For This Perfect Storm
It’s raining, it’s pouring…
Turkey Was Ready To Release Pastor Brunson Last Week And Then…
“We told them that at least we have to see some goodwill.”
You Can’t Fix Stupid: U.S. Treasury Will ‘Pressure’ China To Strengthen The Yuan
Trying to process the kind of narcissistic delirium that’s behind this “strategy” is quite challenging.
Trump Dubs Andrew Brunson ‘Patriot Hostage’, Says U.S. Won’t Pay A Dime For Him
If you’re Andrew Brunson, I’m not sure what’s more disconcerting…
Trader: The Question Is When Does The Fed Blink?
“My guess is that it is later rather than sooner, but we are definitely getting closer with days like today.”
Mnuchin Set To Slap Turkey With New Sanctions As Erdogan ‘Turns Out Not To Be A Great Friend’ 😡
Just when you thought it was safe to jump back into the lira.
Let’s Play Dollar Bingo With Larry Kudlow – Who Had ‘Cherished’?
None of this makes any sense. Not a bit of it. It’s a self-referential nightmare.
‘Let’s Face It, Everybody Knew This Was Coming’: Albert Edwards Weighs In On Emerging Market Crisis
“But in the frantic QE-inspired hunt for yield, nobody cared.”
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