And don’t forget about the gamma pin. And buybacks.
Year: 2020
Trump Administration Effectively Bans Javad Zarif From UN So… See You At Davos!
“The world is not limited to New York”.
Macro Tourist’s Quick Thoughts On New Year Tendencies
“…this portfolio re-balancing often takes six weeks to complete”.
Will They Or Won’t They? Markets Hold Breath As Iran Weighs Retribution
“In the absence of new developments”…
Iran’s Currency, Stocks Shudder After Soleimani Death
Who’s a buyer?
‘I Am Prepared To Testify’: John Bolton (And His Mustache) Will Appear Before Senate In Impeachment Trial If Subpoenaed
“Accordingly, since my testimony is once again at issue”…
CTAs ‘Are Likely To Amplify’ Oil Price Spike, JPMorgan Says
Chasing the momentum?
Forget The Trade War, Mideast Shooting War Grabs The Wheel For Oil Prices
Oh, what a difference a week makes.
Zeinab Soleimani Promises ‘Dark Days’ For American Troops During Breathtakingly Large Funeral In Tehran
“Don’t think that everything is over”.
Trump Doubles Down On War Crimes Threat, Says Not Leaving Iraq Unless Country Pays Him ‘Billions Of Dollars’
“It doesn’t work that way”.
‘Time Is Not Infinite’: Draghi, Yellen Hope Japanification Isn’t Coming For Europe, US
It’s not a “foregone conclusion”. Or is it?
Complete Debacle: Iran Totally Scraps Nuclear Deal, US-Led Coalition Suspends Anti-ISIS Operations In Iraq
This is a complete and utter disaster.
Moral High Ground? As Pompeo Defends Trump War Crime Threats, De Facto Ban On Zeinab Soleimani Interview Raises Important Questions
“As you know, the Geneva Conventions outlaw attacks on cultural objects”…
Iraqi Parliament Votes To Expel US Troops Following Drone Assassinations
“Invitation” revoked, apparently.
‘A Terrorist In A Suit’: Trump Threat To Bomb Shia Cultural Sites Goes Down Like Lead Balloon
“…in politics, all developments and threats are linked to each other”.
Trump Has Pushed The World To The Brink. Not Even He Knows What Comes Next
How sustainable is this?
‘Expect A Pullback’ And More From One Bank’s Top 2020 Predictions
“Passive investment flows could contract for a quarter as investors realize that these funds could lose money”.
‘The Evidence Is Razor Thin’: Pulitzer Prize Finalist Rukmini Callimachi Reveals New Information On Soleimani Assassination
“Hard to decouple his killing from the impeachment saga.”
Amid The Melt-Up, Never Mind The ISM’s Flagrant Heresy
“Awesome…except for the economy, profits and valuations”.
As Tens Of Thousands March In Soleimani Funeral, New Details Emerge On Plan To Target US Troops
“…from there to Tehran and his hometown Kerman in the southeast for burial on Tuesday”.
The Day The Earth Stood Still: In Death, Qassem Soleimani Halts Global Market Rally
“This far eclipses the deaths of bin Laden or Baghdadi”.
Fed Minutes Show Rates On Hold, Repo Discussion Front And Center
Policy is “appropriate”. Unless there’s a world war.
President ‘Stop Endless Wars’ To Deploy 3,000 Troops To Mideast To Fight Ghost Of Qassem Soleimani
“The dispatching of extra troops reflects concern about potential Iranian retaliatory action”.
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