“The facts of Trump’s words and deeds, not the reporting of those facts by the free press, are defeating Trump in the battle for support from the American people.”
Author: therealheisenberg
Kocic: Complacency Has Declined Sharply – But You Probably Didn’t Realize It
“It is unlikely that even the last night comments would change that as they concern more of the tail risk, rather than general shift in uncertainty.”
Cloudflare CEO Just Can’t Live With Himself After Firing Nazis From Internet
“I helped kick a group of neo-Nazis off the internet last week, but since then I’ve wondered whether I made the right decision.”
Analysts: Trump’s Border Wall Comments ‘Dramatically Raise’ Risk Of Shutdown
“Trump’s commitment to securing funds for a border wall dramatically raises the spectre of a shutdown in October and his injurious relationship with Congressional Republican leadership further complicates the underlying calculus.”
#MAGA Gets Back On Track As Yields, Dollar Fall, VIX Spikes
The “Make America Great Again” train was chugging along just fine after a week chock-full
The Sky Is Indeed Falling – But ‘Evil’ Isn’t ‘Stalking The Trading Rooms’
“Doing it or not really isn’t still up for debate. Only how well it will be managed. Opinions differ.”
2 Letters To WaPo On Monuments And Heroes Who Aren’t Heroes
“These are hard and painful issues to debate, but if we’re going to remove monuments and tributes, we shouldn’t cherry-pick the issues.”
Look Out: Euro Jumps As Draghi Silent on FX Risk, PMIs Come In Hot
Score one for the crowd who thinks that Mario Draghi is going to have a difficult time keeping a lid on euro strength.Â
Markets Turn Nervous After Trump Wall Threat, NAFTA Nonsense
“The ‘she loves me, she loves me not’ thought process could lead to on-off marketsâ€
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Trump Promises Government Shutdown Over Wall During Insane Phoenix Rally
“If we have to close down our government, we’re building that wall.”
“So I think we’ll end up probably terminating Nafta at some point.”
This Doesn’t Always End Badly But If It Does…
“In sum, there’s no guarantee that the market will drop over the next five days, but if it does: look out below!”
Krugman: ‘It’s Just Reverse Robin Hood With Extra Racism’
“One long-standing answer is to muddy the waters, and make elections about white resentment. That’s been the strategy since Nixon, and Trump turned the dial up to 11.”
Debt Ceiling: Here’s The Nightmare Scenario
Ok, I don’t know how much figurative “stock” you put in Mitch McConnell’s Monday promise that
Presenting Senator Tomato Soup: What We Learned Last Week About Our Politics
“At some level, Americans seem to have absorbed this.”
‘Game: Blouses’
“It wasn’t even like it was close”…
‘It’s Hard To Call This Healthy’
Of breadth and pyrrhic victories.
‘Conflicts Of Interest’: A History Of Markets During Wartime
“However, the market impact of a potential conflict on the Korean peninsula could be different.”
What’s The Difference Between Domestic And International Terrorism?
“It is time that our federal criminal laws recognize domestic terrorism for what it is: the moral equivalent of international terrorism.”
Fried Chicken: Norway Is Pretty Damn Sure Stocks Only Go Up
“We don’t have any views on whether the market is priced high or low, whether bonds and stocks are expensive or cheap.”
The Calm Before The (Maybe) Storm
Dissensus is back.
Is Ray Dalio Wrong? One Indicator Says Maybe
“That’s it. Nothing more.”
Right-Wing Site Implicates Obama In Charlottesville Using Will Ferrell Picture
There you have it America: proof positive that Will Ferrell is in on it too.
They Love To Talk, But Hate To Communicate
“Confidently dismissing the process as harmless for markets is a luxury they can’t indulge in.”
Bannon Takes Aim At Trump’s Base As Breitbart Blasts Afghanistan Speech
Well, it took Steve Bannon, what? About four days to prove that he will not in
The Great Euro Debate Heats Up Ahead Of Jackson Hole
There’s a lot of commentary floating around out there this morning about the euro ahead
To Infinity And Beyond: Blue-Chip Debt Sales Top $1 Trillion Faster Than Ever
I sincerely hope everyone who’s still plowing money into corporate credit has a good handle on what it is they’re doing because investment grade corporate debt issuance is running at a record pace, and just topped $1 trillion faster than any year in history.
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