Just another day under the mushroom cloud.
Author: therealheisenberg
3 Charts, 3 Armed Conflicts: What Did The S&P Do Ahead Of Iraq And Libya?
Ok, so now that Donald Trump has promised to unleash “fire and fury the likes of which the world has never seen” on North Korea, and now that Pyongyang has responded by threatening to bomb Guam, you might be asking yourself the following question: “what would this mean for stocks?”Â
Trump Threat Immediately Backfires As North Korea Threatens To Bomb Guam
“KPA Strategic Force is now carefully examining the operational plan for making an enveloping fire at the areas around Guam with medium-to-long- range strategic ballistic rocket.”
‘W.T.F.?’ Trump’s ‘Fire & Fury’ North Korea Threat Leaves Lawmakers Dumbfounded
“I’m not sure how it helps”…
‘Fire And Fury’ In The Afternoon: Stock Rally Slams On Brakes, VIX Jumps
“..met with fire and fury and, frankly, power the likes of which the world has never seen before.”
Trump Promises ‘Fire And Fury’, Stocks Turn Lower, VIX Spikes
“I love the smell of fire and fury in the afternoon”…
This Hasn’t Happened Since The Tech Bubble Burst …
Nothing to see here…
Trump Says ‘Fake Suppression Polls’ Are Out To Get Him As Leadership Index Plunges
So you know, “who you gonna believe?” the “Fake News Suppression Polls” or an increasingly unhinged geriatric in orange face paint and a blond clown wig?
Questioning The ‘Socially Responsible’ Dollar Narrative
“It’s tempting to craft a narrative that global investors are fleeing the dollar because of U.S. political considerations, and that may well explain some of the greenback’s weakness (after all, the euro’s rally kick-started when the establishment candidate won in France). However…
Rubin: Republicans Have Become ‘A Bunch Of Pathetic Whiners’
“This is a pathetic, counterproductive exercise that underscores the sorry state of the GOP.”
‘Hint: Sell This’ – Goldman Reveals What To Do In A Junk Rout
“Equity investors are paying attention”…
As Trump’s Dow Euphoria ‘Goes Parabolic’, Here’s A Chart He Won’t Like
Indeed, bragging about record highs on the Dow has become a favorite pastime of a President whose other leisure activities include berating lawmakers, painting the free press as the enemy of the people, and saying “thank you!” to Twitter bots that he didn’t realize were fake accounts.
One Trader Remembers A Time When Being Bearish As Hell Meant You Were Short
” I can’t imagine telling my trading boss or one of the limited partners that I’m bearish as all get-out. But instead respond to the logical question, “Great, how many are we short?†with, “No, no, I’m long because it’s the only way I can figure out how to make money.â€
Look Out Tech! Goldman Is Back, Warns ‘Low Vol’ Is Not Actually ‘Low Vol’
“Heads up FAANG, or FAAMG, or whatever the hell the acronym is these days.”
Yuan Surges To Strongest Level Since October – Here’s Why
Ok, so you should note that the onshore yuan strengthened past 6.70 for first time since October on Tuesday.Â
A ‘Gradualistic’ Gundlach Says ‘You’re Supposed’ To Be ‘Moving To The Exits’
“I think you’re supposed to be gradualistically moving toward the exits.”
From Russia With Love
“Would those analysts accept the widespread U.S. narrative that Vlad’s program had zero impact on the U.S. vote?”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Art Vandelay Is Calling: China Exports, Imports Miss Badly
See China, like Art Vandelay, is an importer/exporter, “ok?â€
V.P. Satire: Mike Pence Is Going To Be Really Pissed If He Isn’t President Soon
“To tell you the truth, I really thought I’d be President by now.â€
A Visual Update From The Valuation/ Vol. Twilight Zone
“You unlock this door with the key of imagination”…
Trump Says Blumenthal Should ‘Take A Nice Long ‘Nam Vacation’, Thanks ‘Nicole’ The Robot
But one person who doesn’t realize this is Donald Trump – who probably still thinks he has a friend in “Nicole.”
‘Party On Wayne.’ What Could Possibly Go Wrong?
“To be clear, the reason ‘what can possibly go wrong?’ has become such a ubiquitous phrase these days has a lot to do with the fact that this has all become one trade.”Â
‘What Economy Are They Living In?!’ WSJ Blasts Trump’s Immigration Plan
“The larger irony is that by restricting legal immigration Mr. Trump would increase the incentive for more foreigners to cross the border illegally or overstay their visas.”
Ghost Of 1987 Calls As Dow Tracks 9th Consecutive Record Close
So far, so good. But…
Kocherlakota Thinks Congress Should Protect You From People Like Him
“To be sure, this could on occasion prevent the Fed from doing the right thing when Congress is wrong — as it did in 2010. But”…
Folks Are Bullish As Hell On These Currencies
Maybe you noticed.
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