“…frustration gave way to incredulity and, eventually, incredulity surrendered to a kind of fatalism”.
Day: February 19, 2020
Macro Tourist As Yen Plummets: Be Careful What You Wish For, Dollar Bulls
“Eventually we will reach a point where the US dollar rise will sow the seeds of the stock market’s demise.”
Trump, Dana Rohrabacher And A Pardon For Julian Assange? Lawyer Says Yep!
It’s a good thing Trump “barely knows” Rohrabacher.
Marko Kolanovic’s Warning: Equity Factor Bubble Now Twice As Large As Dot-Com Era
“We caution investors that this bubble will likely collapse.”
Fed Hints At T-Bill Taper In Second Quarter (And Other Highlights From The January Minutes)
All anyone cares about is the liquidity spigot.
Define Irony: Wall Street Hates Communism But Prays For China To Bail Out Markets
Featuring Leon Cooperman.
‘Mania Has Taken Hold’, And Other Observations As The Tape Goes ‘Macro’
“It’s a macro tape, you’re just living in it”.
Meanwhile, In Turkey…
Rate cuts and plans for another cross-border incursion in Syria – this time against Assad’s forces.
China Ponders Airline Bailouts, Yanks Press Credentials Of WSJ Reporters For ‘Racist’ Article
“The mighty Chinese juggernaut has been humbled this week, apparently by a species-hopping bat virus.”
