“Let’s all pray it does not come to pass.”
Year: 2020
Conspiracies Aren’t Conspiracies And ‘Fundamentals’ Are Malleable
Ben Bernanke is the worst co-conspirator in the world.
The World’s An Unfriendly Place When King Dollar Refuses To Roll Over
“King dollar” can be a real pain sometimes.
Coronavirus And China’s Never-Ending Spinning Plates Routine
The anti-epidemic bond issuance story is a microcosm of a broader narrative.
Things Just Keep Getting Weirder At Bill Barr’s Justice Department
“I just think it’s a banana republic when we go down that road”.
Trump Has New Plan To Drive Stocks Into Stratosphere (But You Have To Reelect Him)
“If you reelect this administration, this is what you’re going to get”.
Total Trumpification.
“…a strange hybrid of tacky glitz and truck stop, bumper sticker jingoism.”
Germany’s Obsession With ‘Black Zero’ Fiscal Policy Now Borders On Psychosis
There has to be a pain threshold.
Viral Valentines.
Who wants to hold risk into the weekend?
William Barr Says Trump’s Tweets Make AG Job ‘Impossible’. Real Criticism Or Ruse?
Are you “prepared for the ramifications” of your remarks, Mr. Barr?
Here’s The Real Problem With Judy Shelton’s Fed Nomination
The issue isn’t her unorthodox views. The problem is that her views are subject to change virtually overnight.
World’s Most Profitable Company Starting To Get Annoyed With Pesky Virus
But they’ll be fine…
A ‘Rare’ Local ‘Red Flag’ And A 30,000-Foot Reminder
“Risk gets spooked”, a local consideration and a big-picture reminder.
No. Nobody Cares About January’s ‘Hot’ Inflation Prints
And here’s why…
China’s Auto Slump Goes Viral In Record January Plunge
But don’t worry, Tesla will be fine, I’m sure.
Sociopathic Tendencies.
“No one asked about the data revisions”.
William Barr Has Date With House Judiciary Committee As Trump Gets More Brazen
This “requires our immediate attention”.
The Macro Tourist Is Buying European Stocks (And ‘Lightly’ Shorting The Nasdaq)
“This is my sort of breakout.”
Deutsche’s Kocic Explains How It Could All Dead End
Any questions?
Nomura’s McElligott: ‘Second-Order Melt-Up’ Setup Still In Play
“Doing their thing”.
Europe’s ‘Miserable’ Industrial Recession Deepened In December
How’s that austerity workin’ out for you?
Markets Resilient, Blankfein Rants About Russians As Virus Lingers, Bernie Tops Polls
Billionaires, Bernie and a possibly-fading pandemic.
White House Back In Crisis: All 4 Roger Stone Prosecutors Quit Case After Barr Intervention
Welcome to autocracy, America.
Macro Tourist: Green Energy Will Vastly Outperform FANG
“Here’s my call…”
Jerome Powell Positively IDed As Man Who Went Out To Dinner
Is this you, or isn’t it?
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