“…we’d be at risk of seeing this very leveraged strategy turning a NET SELLER.”
Month: March 2019
Behold: The Incredible Flow-less Rally
“…the current gap is one of the largest since the GFC”.
Trump Tells India, Turkey He’s Fed Up With Helping ‘World’s Poorest Countries Climb Out Of Poverty’
“Stable genius” strikes again.
Does Michael Cohen Know Anything About A Pardon Discussion With Trump’s Lawyers?
Giuliani “left open the possibility.”
Of Course Nomura’s Charlie McElligott Knows What’s Wrong With Stocks On Monday…
“… said every equities PM ever.”
Obstruction, Public Corruption, Abuses Of Power: House Judiciary Committee Begins Long Journey To Impeachment
“Investigating these threats to the rule of law is an obligation of Congress.”
‘I Would Lose My Soul If I Treated Trump Different Than Obama’: Senate To Disapprove Trump Border Emergency
Well, it’s official – or pseudo-official at least.
Huawei, Meng Wish You People Didn’t Suck, But Since You Do, Consider Yourself Sued
Kidnapping, rights violations, bills of attainder, etc.
Deal Or No Deal?
Win, lose or draw?
Drowning In ‘Bullsh*t’: As Democrats Zero In On Allen Weisselberg, Trump’s Legal Worries Multiply
“I am an innocent man being persecuted by some very bad people.”
Dollars, Doves And Dictators: Full Week Ahead Preview
What could go wrong?
Fed Balance Sheet Runoff: A ‘Roadmap’ To The End Of The Road
Here’s how this will work – maybe.
‘They’re Tryin’ To Take Me Out With Bullsh*t’: Trump Delivers Two-Hour, Sweaty Harangue At CPAC
“There are people in Congress who hate America.”
‘Political Things?’ S&P Rises 100% Of The Time In Presidential ‘Third Years’
“I know that’s not supposed to be the way it is”…
‘Chosen By God’: Kirk, Owens, My Pillow Guy Make For Surreal CPAC Circus
“I see the greatest president in history. Of course he is, he was chosen by God.”
After ‘Goldilocks’ Rally, One Bank Ponders What’s Next
“Cross-asset performance YTD has had a distinct ‘Goldilocks’ flavor, with equities and bonds rallying together.”
Give Us Back Our Meng!
…if this isn’t resolved, it has the potential to create a permanent rift between Washington and Beijing at a critical juncture for the world.
Data Doldrums And The Futility Of Financial ‘Journalism’
On rare occasions, I’ll extricate myself from my desk chair…
‘Boom!’ Nomura’s McElligott Talks Possible Breakdown In ‘Bond Love Affair’ Ahead Of ‘Ides of March’ Risk For Stocks
“… it sets up a dangerous dynamic where ‘late-comers’ are forced-in.””
Meanwhile, Over At The A Share Casino…
The bull market marches on following MSCI decision.
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