Call it a quid pro quo.
Author: therealheisenberg
Don’t Say It, Ray! Dalio Reprises Infamous ‘Cash Is Trash’ Call, Raising Specter Of 2018 Rout
“Do you ever have déjà vu, Mrs. Lancaster?”
‘This Really Isn’t Complicated’: Relentless Tech Rally Prompts Calls For ‘Nasty’ Pullback
There’s a silver lining, though.
Trump’s Wild Davos Boast: I’ve Created ‘A Boom The Likes Of Which The World Has Never Seen Before’
“We have not even started, because the numbers we’re talking about are massive”.
‘People Are Cashing Out’: China’s Yuan Slides Most Since August, Shares Dive As Markets Get Mystery Virus
Nothing like a pneumonia apocalypse to take some of the “hype” out of things.
Hong Kong Shares Are Patient Zero In Viral Pneumonia Scare
“There is a risk of an exponential outbreak”.
Macron’s Claims Of Trump Tariff Truce May Be False Dawn Amid Fractious US-EU Relationship
“…we’re going to have to do things that are very bad for them”.
IMF Issues Obligatory Downward Revision To Global Growth. Says Things Are Better, But Still Scary
“The projected recovery for global growth remains uncertain”.
How Long Can Liquidity Trump Fundamentals?
Maybe forever, but a word of caution…
JPMorgan’s ‘Great Rotation II’ Thesis Hits Roadblock: Retail Investors May Be Maxed Out
There’s just one problem…
Risk Appetite Moderates But If This Is As Bad As It Gets, All Is Well
Oil is the big story Monday, although many will just write it off to more geopolitical wrangling in far-flung locales.
Gary Cohn: The Economy Is Great, But Trade War And Tariffs ‘Totally Hurt The United States’
“At this point, I don’t have any intention not to vote for the president”.
Markets Pray For Return Of Goldilocks (Sans Bears)
Fingers crossed on “her” being the chauffeur.
With Trump Trial, Alan Dershowitz Resigns To Fate As Professional Devil’s Advocate, Publicity Hound
His animus used to serve a jurisprudential purpose – now, he’s just a cartoon.Â
‘Coiled’ Bonds, ‘Kinetic Tension’ And The Return Of Reflation Frustration
How’s that for dramatizing things?Â
Tech Is A Bubble Again. Sorry.
It’s pretty glaring, folks.
Are ETF Providers Hoping For A Selloff?
No. But in a way, maybe!
‘He Was Supposed To Be Invincible’: Trump Entertains Mar-A-Lago Guests With Soleimani Strike Details
“I said, where is this guy? That was the last I heard from him”.
Global Equities Are Up 32% From 2018’s Lows. Does Anyone Really Care About The ‘Why’?
“What difference does it make?”
Volatility-Targeting Leverage Nears Highest Since January 2018. But You Probably Shouldn’t Panic
“Escalator up/elevator down”. But don’t forget the nuance.
David Tepper E-Mails Joe Kernen: ‘I Like Riding A Running Horse Until I Get Off’
Priceless market humor.
Trump Joins OJ Simpson, Jeffrey Epstein On List Of Totally Innocent People Represented By Alan Dershowitz
“Professor Dershowitz is nonpartisan”.
‘Just As A Heavy Object Warps Spacetime’: All Hail The 4 Vol-Suppressing Forces
“Aggregate gamma on the S&P 500 was positive for more than three-fourths of 2019”.
Amid Global Euphoria, European Volatility Gauge Dives To Record Low
‘Japanification’ is good!
About That ‘Boris Bounce’: UK Retail Sales In Worst Run Since 1996
This suggests that not only does the “Boris bounce” lack durability , it may never have existed in the first place.
China Beats Across The Board With Key December Activity Data. GDP Matches Estimates
Not out of the woods yet, but there is a light at the end of this tunnel (to mix clichéd metaphors).
Welcome To ‘Blow-Off Top’ 2020
Featuring Google $1 trillion and the best day for Morgan Stanley in years.
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