“It was no small feat. And the fact that it was very much a global phenomenon makes it all the more significant. Investors should have been jolted into the realization that we just might be about to enjoy the healthy benefits of a two-way market.”
Author: therealheisenberg
“It’s Close To Madness!”: Shale Is Going To “Destroy The Oil Industry,” Analyst Shrieks
“The rise in U.S. tight oil production is close to madness!.”
Goldman Ups S&P Target Because Fuck It, Why Not?
“We raise our year-end 2017 S&P 500 price target to 2400 from 2300, reflecting a 1% decline over the next six months.”
Stocks Fall Across The Globe As Hawkish Central Banks, Washington Jitters Roil Risk
Well, the overnight action was predictable under the circumstances, but it’s nevertheless unnerving for anyone
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
You need an upgrade.
3 Reasons To Ditch Growth Stocks For Value, According To Deutsche Bank
Listen, there are people asking if growth stocks are in a bubble. And the thing is, the answer is “yes.” Unless of course you define “bubble” in dot-com/tulip mania terms.Â
If CEOs Are So Damn Happy About Trump, Why Aren’t The Numbers Reflecting It?
“If CEOs are more likely to be Republican, then partisanship could explain the weirdly high CEO confidence numbers.”
Trump Made A Fake TIME Cover Of Himself And Hung It Up At His Golf Clubs
TIME: “That’s not real.”
You Could Invest In The New Quincy Jones ETF, But Quincy Doesn’t Recommend It
“Disclaimers by Quincy Jones: Quincy Jones is not the issuer or a sponsor or promoter of the Fund; has not passed upon the merits of the Fund or the suitability of the Fund Shares as an investment by any person; and does not offer, sell, or recommend any investment in Fund Shares.”
“A Recipe For Calamity”: Trump Is Quietly Pushing America Deeper Into Mideast Wars
“Across the Middle East, the administration drives the United States ever further into wars without end, increasing the dangers of direct military confrontation with Russia and Iran, with little awareness and no mandate from the American people. This is a recipe for calamity.”
Beware Another “Epic” Yuan Squeeze
“After engineering (another) epic squeeze in late May/early June, overnight points have dipped into negative territory, 1m points are near five-year lows, the 430pm CNY closing price is back to a discount to the fix.”
This Is The Most Important Implication Of The SCOTUS Travel Ban Opinion
“I detest much of the president’s norm-defying behavior and have been critical of it. But I worry at least as much about norms related to our governance that have been breached and diminished as a result of, or in response to, Trumpism.”
Euro Surges To 9-Month High, BofAML Says “Hawkish Festival” Is Dumb As Shit
“We have been arguing that tapering will come anyway, largely because of technical/ political constraints around QE. The ECB will still have to justify this with a macroeconomic narrative.”
Too Busy Patting Myself On The Back
“The top in the Eurostoxx / S&P 500 ratio was hit on the day of the Barrons’ “Buy Europe†cover story. Talk about selling the news.”
“Is It Really Only Tuesday?” One Trader Weighs In On Today’s Important News
Earlier this morning, we said the following about a series of comments from Mario Draghi
Infamous Chinese Umbrella Maker Plunges 94% Amid $6 Billion Hong Kong Small Cap Rout
“We are a top quality POE and Nylon umbrella manufacturer. Our umbrellas have already been well-accepted by clients around the world, especially those from Japan”…
“This Seems Like Intervention”: Sudden Yuan Surge, Afternoon Stock Rally Show China Hard At Work
“They may be eager to keep the onshore yuan quarter-close to near 6.8 per dollar. The quarter-end rate may be an important indicator for foreign central bank reserve managers to consider adding the yuan as assets.”
Euro Surges On Draghi’s “Three Messages,” Dollar Eyes Janet, Yuan “Suddenly” Jumps
Boy, I’ll tell you what, if you’re a central banker and you’re going to say
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Feldman: SCOTUS Trying To “Wiggle Out” Of Ruling On Trump’s Travel Ban
“The justices would really like to avoid ruling on the travel ban altogether. They’d like to make the case go away.”
Oil Bulls Have One Last Hope: The Journalist Contrarian Indicator
“Journalists (including myself) are writing lots of bearish headlines — is that a sign that oil is about to rally?”
An Open Letter From Al Jazeera To The World
“We have been accused of bias, of catalysing the Arab Spring, of having an agenda, and of favouring one group over another. We reject these allegations and our screens are a testament to our integrity.”
Big Trouble In Little China: Chinese Banking Asset Growth Plunges To Decade Low
Over the course of the year, there’s been gallons of digital ink spilled documenting China’s
Wall Street Journal Calls Trump A Twitter “Troll,” Says Maybe You Can’t Trust Him
“The episode is further proof that the biggest obstacle to an effective Trump Presidency is Mr. Trump.”
After “Fat Finger” “Muppet” Crash, Goldman Says Gold Is Good Hedge For Equities
“Our commodity team’s view is gold at $1250/oz over 12 months as higher real rates from Fed tightening could put further pressure on gold, but this may be offset by 3 things”…
It Did “Happen Here” – Now How Can Republicans Fix It?
“Trump has turned out to be far, far worse than I imagined. He has instituted policies so right wing they make Ronald Reagan, for whom I worked, look like a liberal Democrat.”
Is A “Stubbornly Hawkish” Fed Trying To Fucking Kill Us, Or What?
“Yet, unfazed by the roll-over in activity and inflation and lower growth expectations, the Fed and the PBOC are sticking to a stubbornly hawkish path. Tighter money at a time of weaker activity poses deflationary risks and a spill-over into the real economy.”
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