“We call it sometimes ‘tippy-top shape.'”
Author: therealheisenberg
Trump Hits Amazon Again, Says Clueless Post Office Has No Idea Bezos Owes Them ‘Many Billions’
Tweet risk. Again. And again.
Short: Humans. Long: ‘Dystopian Eras Of Non-Mean Reversion’
Long: Replacing humans, augmenting humans, opium of the people, bullets and prisons, funeral parlors and psychiatric wards.
Trump Wakes Up, Says Migrant Caravan ‘Better Stop’, Says Media Has A ‘Sick Agenda’, Calls Obama A Cheater
It’s 7:00 a.m. ET, do you know where your President is?
Here’s Why U.S. Equity Losses Are ‘Far From Over’ (And Why It Should Be Fine In The Long-Term)
After Monday’s rout on Wall Street, the same people who were asking if the near-term pain was behind us as stocks rallied into quarter end last Thursday will probably be tempted to ask something similar on Tuesday assuming the bottom doesn’t fall out immediately.Â
David Stockman On Tesla, Trump, And ‘Crazy Time’
“That amounts to 156 months without a recession in the face of a guaranteed bond shock that will take the 10-year benchmark yield to 4.00% and beyond.”
Document Study.
Stellar day!
Trump Tweets Market To Worst Q2 Start In 89 Years – #MAGA!
Congratulations are surely in order on Monday.Â
On Monday, Donald Trump Deliberately Tanked The Stock Market Because He’s Mad At WaPo
So if you’re an Amazon shareholder or really, if you’re long stocks in general, just consider what’s going on here.
Welcome To Q2: Of Tesla, Amazon, ‘Caravans’, Trade And ‘Very Good Brains’
An inauspicious start…
Trump Loses Mind Over Migrant ‘Caravan’, Says DACA Is Dead Because Dems Want ‘Drugs And Crime’
It’s hilarious and also fantastic because you have to know he’s terrified of what his supporters will think when the pictures of 1,000 Hondurans figuratively knocking on America’s door start showing up on the evening news.
Asia Rally Dies As China’s Tariffs On U.S. Imports Take Effect – All Eyes On Trump
April (and Q2) got off to a less than inspiring start on Monday as an early Asian rally shriveled up and died on the vine as the market tries to figure out how to digest myriad uncertainties around the burgeoning trade spat between Washington and Beijing.
The 3 ‘T’s: Full Week Ahead Preview
In essence, the same things everyone was watching last week (e.g. tech, trade, Trump) will be in focus again…
As Usual, Ted Nugent Will Have To Save America’s ‘Soul’ – Maybe By Playing ‘Jailbait’ For Us
“Now, technically, I agree — but only because I don’t believe in the concept of a “soul†to begin with. But clearly, Ted Nugent does — and what he’s saying here, really, is that these children are irredeemably evil because they are not very fond of the NRA.”
So What Happens Next? Global Risk Sentiment Could Be ‘Fragile’
Who knows! That’s the fun of it, right?
It’s Not ‘Unleashed’, It’s ‘Unhinged’: Advisers, Aides Describe An Isolated Trump
Well, according to the Washington Post, Trump’s life is basically a series of steak dinners with some (very bad) president-ing in between.
America As A Failed State
“Failed states create conditions of unimaginable business opportunities.”
One Bank Presents: ‘The Irony Of Binging On Debt’ In A QE World
Imagine a world without QE…
Trump Has Saturday Meltdown: Accuses Amazon Of Running A ‘Scam’, Demands WaPo Register As Lobbyist
You’ve got to love how he starts that – “while we are on the subject.” He’s going to pretend like you brought this up on Saturday morning.Â
‘Nervous Reactions Will Be More Frequent’: Lessons From 2018’s Two Selloffs
…one question worth asking going forward is what happens when these two distinct types of risk-off events collide?
The Annotated History Of U.S. Trade And A Fantastic Interview With An Expert
The end of the WTO? And much more…
David Stockman: The 200-DMA Ain’t No Maginot Line
“But here’s the thing. The blue line below ain’t no Maginot Line.”
‘Collapse In The International Order’? Here Is One Bank’s Updated Trade War Scenario Analysis
Ok, so given that this is almost certainly going to be back on everyone’s radar next week (although again, it never left the radar, it just got lost in the FANG headlines), this is probably a good time to take a look at some updated scenarios.
‘Let’s Get Out And Take A Breather’: A Look Across Asian Markets At Quarter End
“…we need some market stability at this point and hopefully we get to some calmer waters.”
Quarter Back.
It was only fitting that the quarter should close in dramatic fashion for U.S. equities.
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