This was not digested particularly well.
Author: therealheisenberg
Donald Trump, Harassment Expert, Is Being Harassed By Adam Schiff
“Elections have consequences.”
We’re Gonna Need ‘More Manna From Heaven’: Questions Swirl Around Nascent EM Bounce
“Already in the bag”?
Curb Your Enthusiasm: It’s ‘Flat And Skinny’ From Here
It may well be too late for anyone who didn’t participate in January.
From Germany To Down Under, Global Slowdown Narrative Finds Validation
There was some fresh fodder for the “global slowdown” narrative on Wednesday.
Nomura’s McElligott Is Back, Has ‘Bigly Updates’ (Quote)
“…a number of important developing trends.”
Trump Delivers (Barely) Passable State Of The Union: A Postmortem
Simply put, the bar was set so low on Tuesday that even Trump managed to clear it.
Make Salafi Militants Heavily Armed Again! Can We Please Stop Selling The Saudis Weapons Now?
“One of those militias linked to AQAP, the Abu Abbas brigade, now possesses US-made Oshkosh armored vehicles.”
As Greed Returns, Remember: ‘Strong Rallies Should Lead To Less, Not More Optimism’
“…sometimes you are compensated for this skewed perception and other times you are not.”
Sarah Sanders: Trump Not ‘Common Thread’ Between Trump Campaign, Trump Transition, Trump Inauguration, Trump Organization
As usual, it was painful to watch.Â
‘After A Year-Long Interruption, The Reflation Trade Is Returning’: JPMorgan
And that should be good for stocks, the bank reckons.
Howard Marks: ‘I Don’t Believe We’re In A Bubble, I Don’t Think We’re Going To Have A Crash’
“To me, it just confirms that markets are psychologically volatile.”
Trump Had Dinner With Jerome Powell, Clarida At The White House On Monday (They Had Steak)
Powell and Clarida must have been really disappointed they weren’t greeted with Filet-O-Fishes and pizza
What Stocks Usually Do When The Fed Is Done Hiking (And Why History Is Not A Good Guide)
Being Jerome Powell is a pretty thankless job.Â
Jeff Bezos’s Net Worth Has Grown By 23 Donald Trumps Since Trump’s Election
Who’s the real “Bozo” in this equation?
339 Hours On TV, Tweets And ‘Hamberders’: Trump’s Been A ‘Busy’ Man, Leaked Schedules Show
“… this says a lot about how people in the White House feel about the man they work for.”
Bill Gross Is ‘Off’, Will Leave Us ‘For Another Destination’ Where The Seas Are ‘Smoother’
“I’m off – leaving this port for another destination with high hopes, sunny skies and smooth seas!”
The Anticipated CTA Flip To ‘Max Long’ US Stocks Is Here: Nomura’s McElligott
“The unfortunate disclaimer is this”…
Shades Of 2016
Parallels and analogs.
Have Questions On ‘QT’? Goldman’s Got Answers
The genie is out of the bottle.
‘Unavoidable Option’: Only Analyst To Nail PBoC In 2014 Says China Rate Cut ‘Imminent’
“…we think cutting the risk-free rate is becoming more necessary and imminent.”
From Mueller To Foreign Policy, Here Are The Highlights From Trump’s CBS Interview With Margaret Brennan
“Whoa, that’s news.” “Excuse me. Ok, you ready?” And more.
Back To The Drawing Board
“What does all this mean?”
Define Hilarious: Deutsche, Sewing Denied 2016 Trump Loan Request Out Of Concern For Bank’s ‘Reputation’
“Mr. Trump’s divisive candidacy made such a loan too risky, the people said.”
One Bank Reminds You That ‘The World Is Still Flat’
Trade still makes the world go round, sorry Mr. President.
Into The Shadows: How Many Rate Hikes Is QT Worth?
“…the market’s focus on the import of the balance sheet is likely puzzling for Fed officials.”
Trump Tells CBS Pelosi Is ‘Bad For Our Country’, Says ‘People Are Dying’ Because Of Her
This is wholly unconscionable.
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