“If Trump’s political career is ever brought to an abrupt end, it won’t be because a few right-wing carnival barkers found themselves unable to pressure the president into adopting a policy position — expulsion of the dreamers — that is supported by only 12 percent of Americans.”
Author: therealheisenberg
‘If You Invest Now’ There Is A One Third Chance You Will Lose 20% Within 2 Years
What does history say?
The Doom Loop Is Back: ‘VIX ETP Risk’ Hits All-Time High
“This vega-to-buy is at a record highs, almost doubling since mid-July on inflows to short VIX ETPs.”
Bernie Sanders Wants To Join The Modern World On Healthcare – But ‘Don’t Worry’, Trump Won’t Let Us
“This is a pivotal moment in American history. Do we, as a nation, join the rest of the industrialized world and guarantee comprehensive health care to every person as a human right?”
‘Aaaaand, There It Is’: Letters On The Confederacy From Ben Hunt’s Mailbag
“We are ALL being played. Including JD.”
Weimar Guitar Gently Weeps
“No matter what color, shape or origin, modern-day right wing populism just cannot shake off its fascination with Mein Kampf.”
WSJ: Facebook Gives Details Of Russian Ads To Mueller, Possibly After Search Warrant
“Facebook has handed over to Robert Mueller detailed records about the Russian ad purchases on its platform that go beyond what it shared with Congress last week.”
How To Trade The Fed’s Big Announcement And Why There Won’t Be A ‘Tantrum’
Given the well-choreographed and gradual adjustment, we expect that asset markets will avoid another ‘taper tantrum.'”
Nikki Haley Has ‘No Problem Kicking’ The North Korea Problem To Mattis
NIKKI HALEY: NORTH KOREA, IRAN, SYRIA TO BE KEY FOCUSES AT UN
NIKKI HALEY: NO PROBLEM KICKING N. KOREA TO PENTAGON’S MATTIS
HALEY WARNS UN SECURITY COUNCIL MAY RUN OUT OF N. KOREA OPTIONS
Cassini Died For Macro Fund Managers’ Sins
“When you see a 350-page slide deck justifying a losing position, it makes sense to wonder whether even a fraction of the effort that went into its creation was allocated to considering whether the investment thesis is misguided.”
Gasp: Companies Are Spending Less On Stocks!
That’s ok, maybe we can just send a nice letter to the SNB and/or Norway’s sovereign wealth fund and politely ask them to fill the void.
‘Proactive And Nasty’: Trump Says His Strategy With Women Working Well On ISIS
But not all of the “strategery” Trump employed in his pre-Oval Office days has proven to be utterly useless in his capacity as commander-in-chief.
Bitcoin In Free Fall: The Beginning Of The End?
All you had to know was that governments will do what governments have always done when faced with an existential threat.
Weintraub: Russian Troll Farms Do Not Have First Amendment Rights!
“People can argue in good faith about the merits of unbridled corporate spending in American elections. Me, I’m not such a big fan. But no reasonable person would grant full First Amendment rights to a Russian troll farm.”Â
Key Calls (Friday): Upgrades, Downgrades & Initiations
You need an upgrade.
‘Geopolitical Risks Won’t Go Away’: North Korea’s Latest Missile Launch Tests Market’s Resilience
We would respectfully disagree with that assessment. Just because you didn’t aim your missiles at something new doesn’t mean firing missiles isn’t an “escalation.” That’s like saying that if I rob my neighbor once and he warns me not to do it again, it’s not an “escalation” if I rob him a second time as long as I break in through the same door.
Aleksandar Kocic Presents: The Dark Side Of Liquidity
“We start with liquidity as a principle which leads to a sequence of events that escalates into a liquidity crisis, response to which is then an aggressive liquidity injection. At this point, we have to ask the logical question”…
North Korea Fires Missile Over Japan, S&P Futs Fall, Yen Rises
Ok, well there goes Friday…
Them’s Fightin’ Words.
There’s tension in the air.
One Bank’s ‘Famous 5’ Bear Market Indicators Are Flashing Yellow
But let’s say, for argument’s sake, that you’re interested in predicting this ahead of time rather than simply waiting to confirm once stocks are down 6%. Because you know, if you’re leveraged or sitting on a bunch of retail WMDs like short VIX products, you won’t be solvent by the time you know for sure that things have actually turned and that the dip wasn’t bought by anyone but you.
Bardella: I Wish Republicans Would Attack Kushner The Way I Attacked Obama
“Remember when candidate Trump accused Hillary Clinton of running a “vast criminal enterprise†out of the State Department? Well, Mr. President, what in the world would you call what your daughter’s husband is doing right now from inside the West Wing?”
‘Over-Analysis’ Is Going To Keep You From Making 230% On EM Stocks – But That’s Your Problem
“Can’t be distracted with what’s goin’ on with the war, or what’s wrong with the economy – stop worrying about that!”…
Let the bull market do its job.Â
‘Life Is Too Short To Rebut All The Idiocy’, But About Sanders And Comey…
“This is what it looks like when the White House itself plays in these waters. It’s the stuff of petty strong-man dictatorships for the President to pronounce an individual guilty of a crime without having to proffer any evidence, offer a legal theory, or convince a jury.”
Goldman: A Bear Market Is Coming And Here’s How To Avoid Losing 25%
“The key is to avoid the next 20-25% of declines that typically follow the initial period of volatility.”
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