“Something unusual is happening.”
Year: 2018
Larry Kudlow Now Just Plain Old Lying On National Television About The Deficit, Because Who Even Cares Anymore, Right?
Boy, I’ll tell you what, Fox News is having one helluva day when it comes to cramming lies down the throat of the American public.
A Rabid Badger And How To ‘Snatch Defeat From The Jaws Of Victory’
“What may degenerate into an extended trade war of attrition could preserve financial market volatility indefinitely.”
Steve Mnuchin And Maria Bartiromo ‘Won’t Use’ The Term ‘Fake News’ To Describe WTO ‘Rumor’, Instead They’ll Just Call It ‘Fake News’
Oh, nothing. Just sycophants being sycophants.
‘We Always Get F*@%ed By Them’: Trump Set To Pull U.S. Out Of WTO Because He’s ‘That Nuts’
“We think he’s nuts, but not that nuts”.
Operation Twist – With European Characteristics
If you’re in EGB steepeners, this probably isn’t great news.
European Assets Get Fleeting Reprieve From Migration ‘Deal’ In Purported Boon To Italy’s Populists
“Mobilizing” to find a “solution”.
EastWest: Why U.S. Banks Are Poised to Outperform Canadian Counterparts
“Try Googling “Canadian banks 2008 crisisâ€.
Silence Is Golden.
Don’t expect it to last.
Ray Dalio Has A Convoluted New Plan To Pretend He’s Not Running Bridgewater Anymore
Something about a partnership and phantom equity holders and a “continuously improving perpetual motion machine.â€
John Kelly To Exit Trump Administration As Soon As This Week
Remember how John Kelly wasn’t going to leave the White House? Yeah, well…
Amid Nightmare Quarter, Here’s The ‘Severe Bear Case’ For Emerging Market Outflows
This is *not* the base case, but someone will invariably pitch it as such.
Have You Ever Thought About Making 5 Times The Median National Income By Operating A Fleet Of 40 Vans? Asking For Jeff Bezos
“From here on, nothing goes down unless I’m involved. A nickel bag gets sold in the park, I want in.”
‘Someone Or Someones Are Really Scared’
“… we’ve been doing this long enough to know when acute demands for liquidity will likely arise and that’s what it feels like.”
Yuan Dive Continues
It may be a different day, but it’s the same story for Chinese assets and that’s not the best news.Â
One Trader Reminds You To ‘Mark Your Calendar’
“It’s that time again.”
A Still-Alive Larry Kudlow Says Trump Still ‘Hard’ For ‘Gyna’, Will Protect ‘Family Jewels’ At All Costs
“The idea of softer or harder is really beside the point”.
Dear ‘Tod’, ‘Thanks’ For Your Vote! But Sadly, Trump Will Now Tax Harley-Davidson Clean Out Of Business
They were a “great group of people”. I’ll never forget them. Good old what’s their name.
Trump Blinks: Opts For Less Aggressive CFIUS Approach To Protecting U.S. Tech After Stock Market Turmoil
Well, he blinked – sort of.
‘People Are Getting Into A Bit Of A Panic Now’: Yuan Dive Spooks Markets As H-Shares Meet The Bear
So yeah, this is some reasonably harrowing shit – to the extent it makes sense to use “reasonably” with “harrowing.”Â
‘The Court’s Decision Fails To Safeguard The Promise Of Religious Liberty’: Any Questions?
“…the Supreme Court is telling us loud and clear that it intends to play along with the charade that Donald Trump is a normal president who follows the law.”
The Whites Of Their Eyes.
It’s a war now.
State Department Thinks ‘Zero’ Sounds About Right When It Comes To How Much Iranian Oil Allies Should Be Importing By November 4
This should be fine, because it’s not like the U.S. is at odds with any of these buyers on anything.
‘Out Of Mo”: Why One Man (Chris) Thinks Momentum Stocks And Strategies May See More Downside
Of systematic selling and calendar effects.
A ‘Period Of Calm’ Before ‘6 O’Clock Strikes’
“Although we are tactically bullish on risk assets in the short-term”…
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