Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today
Already have an account? log in
Look Away
Donald Trump tried to warn you: "You can't look at the stock market."
It's like Medusa: If you look at it, it'll scare you to death and turn you to stone.
Trump, perhaps sensing he had a problem on his hands after US equities failed to respond last week to another tariff delay, gently suggested over the weekend that Americans do what he couldn't during his first term: Look past near-term fluctuations in stock prices.
Consider China, Trump advised, during an interview with Maria Bartiromo. Bei
“pull forward the goods” – one thing I think Trump and Bessent and Lutnick aren’t thinking through is what those actual goods are. The thesis seems to be that Canada and China and others won’t be able to take the pain and will yield but there also is no plan on what “yielding” actually is or what goods it will create.
“Marco, I think the Canada invasion needs to be a next week thing rather than a Q4 thing.”
As a Canadian, that is definitely “funny, not funny”
Sitting in the Southern hemisphere, I’m a bit sketchy on the history of your Northern tribes up there, but didn’t Canada wack the US in the last war you guys fought?
or maybe, “Vipin, you need to find 2 more GDP percentage points …”
What trader doesn’t love Vol futures in backwardation?
H-Man, and I don’t see the monster struggle being achieved. At this point, a soft landing is rapidly disappearing in the rear view mirror. Probably time to buckle up and stick your head between your legs.
That and a barf bag.
Bud Fox: “Blue Horseshoe hates Tesla.”
I don’t know about you all, but I feel warm and cuddly all over hearing that the front row billionaire bros are down over 200 billion so far. What a bunch of horses asses. I bet they wish they had stayed in their lane.
If it wasn’t so sad it would make great TV.
Those billionaires are now between a rock and a hard place, like every coward that holds his nose and joins team Trump. The capo doesn’t take kindly to defectors.