‘As Far As I’m Concerned, It’s Just Speculation’: Full Week Ahead Preview

“Right away, you’re ready to sell it.”


In My Experience, Getting Drunk With Political Scientists Is Safer Than Getting Drunk With Economists

Two economists walk into a bar…

Baby Birds.

I think people might be missing some of the nuance inherent in what’s happened to markets this month. 

I Bet You Care About The Bond Market Now, Don’t You?

Funny what losing $3 trillion will do.

Someone Forgot To Tell President Stable Genius That ‘Thumbs Up’ Isn’t Appropriate For Post-School Shooting Photo Ops

A heavy diet of “fuck your feelings,” it seems, leads to inappropriate social behavior.

‘Is Nobody Gonna Tell Him?’ MAGA And The Pedal To The Metal Economy


I’m Long Stocks And Short Poor People As A Hedge

Of course this “fundamentals-based” excuse will be couched almost entirely in terms of the assumed sugar high from myopic fiscal stimulus and deficit-funded tax cuts.

‘Why Does It Hurt When We Unwind?’ Why The Re-emancipation Of Markets Will Be Painful

“This time is different.”

No, really.

David Stockman: ‘You Cannot Build An Entire Economy On Pilates Instructors’

“…they’ve simply deleted the entire industrial economy  from the dashboard.”

‘I Suppose You Think You Raised Hell’

“When I’ve raised hell you’ll know it.”

Marko Kolanovic Is Back: ‘Systematic De-Leveraging Is Behind Us’, Markets To Rally

All clear!

Robert Mueller Indicts A Dozen Russians For Defrauding America


So I guess Trump is still President. Oh well.

‘Aluminum Tubes!’ Trump To Slap World With (More) Tariffs Because ‘Imports Threaten National Security’

“Decimated by dumping”.

Michelle Caruso-Cabrera Has Had Just About Enough Of Riot Blockchain

Here’s A Fun S&P Corrections Flow Chart

If you try hard enough, I have no doubt you can find plenty of confirmation bias in there to support your penchant for loading up some more headed into the weekend.