Also, ‘Xi is King of China.’
Author: therealheisenberg
A Dark Side Stab On China’s Minsky Moment
“China is the tail that wags the dog. Full stop. Figure out China, and all the other financial market forecasts become that much easier.”
Fireworks.
“…or what counts as ‘fireworks.'”
Gary Cohn’s Anti-Nazi Leanings Not Welcome At Trump’s Fed, Will Leave White House After Tax Deal: BBG
“I’m sorry Gary, you seem like a good guy and all, but when it comes to dictating monetary policy we’re looking for someone who’s more closely aligned with our feelings on the whole Master Race thing.
Trump: War Widow Is Wrong Because ‘I Have One Of The Great Memories Of All-Time’
That, by extension, means it’s entirely possible that Myeshia Johnson just isn’t remembering her call with the President correctly.Â
Did Fox News Just Officially Rule Out Janet Yellen?
I LIKE’ YELLEN BUT `YOU HAVE TO MAKE’ OWN MARK
Stocks Are ‘Plunging’ – Cue The Peanut Gallery
Now go write your own script.
Not Every FANG Made Goldman’s Super- Awesome New Growth Stock Team
No, you should not buy growth at any price.
Another ‘Since 1987’ Moment Emerges…
But you know, don’t hate, because right now, cartoon characters are still running back interceptions for touchdowns, but my guess would be that eventually, amateurs playing in the pros isn’t going to work.
‘We Miss Volatility’ – ‘This Is A Strange World’
“We miss volatility. We are living in a strange world with lot of geopolitical volatility but it’s not in financial markets.”
Loonie Falls As BoC On Hold, Says ‘Cautious’ On More Hikes
BANK OF CANADA WILL BE ‘CAUTIOUS’ WITH FUTURE RATE INCREASES
Peso Surges On Banxico Hedges Headline
BANXICO TO INCREASE FX HEDGES AUCTIONS BY $4B
Aussie Longs Furious At Vegetables Today As Inflation ‘Disappears Into The Bush’
Maybe ask a vegetable.
‘Moment Of Truth’ For Bond Market Is Here, Gundlach Imagines, As Yields Rise
Stop it, Jeff. There’s only so much “truth” we can take.
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
You need an upgrade.
‘Enough’: Jeff Flake ‘Goes There’, Invokes Joseph Welch In Washington Post Op-Ed
And then, in words that today echo from his time to ours, Welch delivered the coup de grace: “You’ve done enough. Have you no sense of decency, sir, at long last? Have you left no sense of decency?â€
Clinton, DNC Paid For Research On Trump Dossier: WaPo
“The Hillary Clinton campaign and the Democratic National Committee helped fund research that resulted in a now-famous dossier containing allegations about President Trump’s connections to Russia and possible coordination between his campaign and the Kremlin.”
Plausible Deniability Now Out The Window: Will Jeff Flake’s Trump Speech Mark A Turning Point?
Plausible deniability is out the window for the GOP.
‘Reckless And Outrageous’
“You will ride eternal”, reckless, gold leaf, and outrageous…
Passive Should Never Laugh At Active
“When I see a passive manager making fun of a fundamental investor, I am perplexed. The passive manager’s very existence relies on fundamental investors keeping markets efficient.”
Trey Gowdy And Devin Nunes Really, (Really!) Want You To Focus More On Uranium And Hillary And Less On Trump
Nope. Nothing suspicious about the timing here. Nothing at all.
‘The Automatic Flow That Poses The Most Immediate Risk Is VIX ETPs’: Goldman Takes On The ‘Doom Loop’
When the proverbial shit hits the fan, don’t blame risk parity and the trend followers. Rather, point the finger at the Target manager next door.
‘If You See A Vol. Spike, Try To Kill It, Ok? It’s Not A Pet.’
“It has been over 50 years since realized vol was as low as this year’s 7%. 2006’s 10% was the lowest SPX volatility of the lull between the dot com selloff and the financial crisis. The lowest annual SPX realized vol years on record are 1964 and 1965 with 5.3% and 6.8%, respectively.”
‘But What If’?
“Wherever you come out on what will happen later this week, the shift is that all four banks will be on hold or hawkish. No one is talking about cuts. And that’s an appropriate change.”
Powell, Taylor, Krusty And Why Trump Should Just Name Trump Fed Chair
“Eliminate the middle man.”
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