Here’s what’s in play.
Author: therealheisenberg
What Does History Say About Mideast Turmoil, Crude And Inflation?
More questions than answers, as per usual.
When You Cross The Streams, Why Don’t Stocks Go To Infinity?
“Instead of just tossing the Fed Model aside as useless and broken, it makes sense to think about how it might once again recouple and provide some guidance for stock market pricing.”
‘What The Hell Happened?’ Michael Bloomberg Slams ‘Epidemic Of Dishonesty’ At Rice Commencement
“However, today when we look at the city that bears Washington’s name, it’s hard not to wonder, ‘What the hell happened?’â€
Do You Speaka The English?! John Kelly Accidentally Says His Ancestors Shouldn’t Have Been Allowed Into The U.S.
“Look, the USA simply doesn’t have room for people who don’t speaka the English. People like the second wife of one of John Kelly’s own great-grandfathers.”
Transparency, Trust And The ‘Fed In Wonderland’
“Oh dear! Oh dear! I shall be too late!”
Good News! The Algos Say The US Economy ‘Is Doing Just Fine’
Ignore the large laser cannon, he’s just here to help!
Are You An Institutional Investor Who’s Worried That Someone Will Chop Off Your Hand And Use It To Access The Bitcoin Keys You’re Storing In The Side Of A Mountain? Pete Najarian Can Help!
“…said Clark, who noted the vault’s fingerprint scanners were equipped with a pulse reader to prevent amputated hands from being used.â€
Nuclear Football.
And that’s the week.
One Analyst Reminds ‘Old, Grizzled’ PMs That ‘We’re Late In The Cycle’ Is Not Research
Take that, “old, grizzled PMs.”
Iran Thinks Trump Has Secret Plan With ‘Some OPEC Members’ To Drive Up Oil Prices
I mean, I guess you never know.
Silicon Valley Venture Capitalist Spends 10 Minutes On Live Television Reinforcing Every Negative Stereotype About Silicon Valley Venture Capitalists
CNBC needs to have Tim Draper on every day.
New From Epsilon Theory: The Many Moods Of Macro
“At their core, most macro models are central banking models and macro managers are carry investors. They willingly tied themselves to success in predicting bank actions, and in so doing had a wonderful stretch of good returns and low correlations with stocks.”
Dick Cheney Thinks It’s About Time We Drop This Aversion To War Crimes Crap And Get Back To Torturing People
Because fuck human rights, I guess?
‘February Was As Significant As The 2007 Quant Meltdown’: Here’s What Goldman Expects For Volatility
Just buy the dip, Jerry. Everyone’s buying the dip.
BTP-Bund Spread Widens As Italy All Set To Try Populist Government, Because What Has Ever Gone Wrong With That?
But don’t get any ideas or Draghi will “rip your eyes out”.
CPI Misses As Investors Get Possible Reprieve From Inflation Jitters
Do you feel better?
More Policy Divergence: BOE On Hold, Signals ‘Limited’ Tightening
In case it isn’t clear enough, this just further underscores the policy divergence narrative.
Hedge Funds Didn’t Lose That Bet To Warren Buffett Because Passive Indices Will Always Beat Active Managers Over The Long Term But Because They Just Picked The Wrong Decade To Bet On
That’s the real reason Buffett’s declining a sequel and not because actuarial science says he’ll be dead by the time it ends.
‘It All Makes Sense When You Look At It Right’: The Dollar, Yields, Oil And The EM Bloodbath
“…you gotta like, stand back from it, you know”.
RBC’s Joseph Spak Writes Letter To Elon Musk That’s Just As ‘Boring’ And ‘Boneheaded’ As The Questions He Tried To Ask On The Tesla Call
Think of it like a reverse Dear Abby, where “Abby†is called “Elon†and via a collection of companies, “she†makes semi-autonomous (and seemingly combustible) electric cars, literal rocket ships, mass market flamethrowers and in the not-so-distant future, candy.
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