We’re not out of the woods just yet.
Author: therealheisenberg
Key Calls (Thursday): Upgrades, Downgrades & Initiations
You need an upgrade.
America, The Rogue Nuclear State
“But worse, this crisis comes at a moment when America has another dangerous rogue actor to contend with: the president of the United States. Trump is every bit as erratic as Kim is and is less schooled on these issues than his counterpart.”
This Market’s ‘Bad Breadth’ Is Getting Worse, And Worse, And …
Breadth is a particularly touchy subject these days, what with investors of all stripes shrieking about how it isn’t a sign of impending doom that the market is being propped up on the strength exhibited by a handful of names.
‘Out Loud, To People With Ears’: Incuriosity Killed The Cat
“Jared Kushner, the administration’s supposed voice of reason who is charged with ending the opioid epidemic, brokering peace between Israelis and Palestinians, and presumably proving the existence of God, actually said these words, out loud, to people with ears: ‘We’ve read enough books.'”
‘All They Did Was Win, Win, Win’ – And Then They Got Delisted.
“We really don’t know what’s going on”…
Ashes To Ashes: Surveying The Fallout 24 Hours Later
Ok, so “what hath Trump and Kim wrought” for markets 24 hours on?
Dollars For ¢34 And How Trump Used Trans Ban To Distract From Manafort Raid
You might be asking yourself, “what was Donald Trump doing on July 26 while FBI agents were busy raiding the home of his former campaign chairman?”
‘Dependency’ And A Magically Shrinking Free Float
“Amid a growing stock of assets owned by the central banks on a global scale, the free float of available assets has declined and thus volatility has subsided significantly.”
Trump’s ‘Fire And Fury’ Comments ‘Improvised’, Caught Kelly, Others Off Guard: NY Times
“The piece of paper, as it turned out, was a fact sheet on the opioid crisis he had come to talk about, and his ominous warning to Pyongyang was entirely improvised.”
2 Charts Show People Have Been ‘Buying The Nuclear War Dip’ Since 1962
So what are you waiting for?
‘I Knew It!’ Trader Sets Record For Most Sarcasm Crammed Into 7 Bullet Points
“I knew it, I knew it, I’ve been saying it, sometimes, all along.”
FBI Conducted Predawn Raid Of Paul Manafort’s Home
FBI IS SAID TO HAVE SEARCHED PAUL MANAFORT’S HOME
Playing Chicken With Armageddon: Goldman Ponders North Korea
“We still suspect that investors are more concerned than markets reveal.”
‘Warning Lights’ Flashing, ‘Stars Aligning’ For Elusive Stock Market Correction
“Coming on the heels of the key reversal in the NDX a couple of weeks ago, the warning light is now flashing amber if not red.”
Trump Brags About Mighty Nuke Arsenal, While European Stocks Plunge, Gold Surges
Well, on Wednesday the world is once again discovering that it might have been a mistake to “forgot to correct for the data point that Donald Trump is the fucking President of the United States.”
‘This Is More Unpredictable Than Usual’: Goldman Is Worried About The Debt Ceiling
“Overall, the outlook for the debt limit feels a bit more uncertain this year than it did the last time around in 2015, in light of the new political dynamic.”
Did Trump Call The Summer Top In Stocks With Tuesday’s Atomic Mad Libs?
“…people don’t like fighting the market from the Hamptons.”
Japan Stocks Have Worst Day Since May As Volatility Spikes Most Since 2015
So get to work Kuroda. Here’s a dip for you to buy.
Atomic Stupidity: WaPo Blasts Trump’s Bigly Nuclear Fury Firestorm
“Why would the president of the world’s most powerful nation want to descend to that level?”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Chart Of The Day: Mom & Pop Cash Levels Fall To Lowest Since 2000
“Comparisons to the dot-com bubble are usually overblown but”…
Won Dives, Kospi Down As Trump, North Korea Standoff Sparks Risk-Off Move
Just another day under the mushroom cloud.
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.”
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