Well then…
Author: therealheisenberg
Bitcoin Rallies Again, Is Up A Lot This Week Because People Are Still Stupid
Don’t forget, it’s a “disease.”
China Has A Trade Deficit! #SAD
I guess it’s time for Xi to make some red trucker hats – #Make China Great Again!
Is It Time To Add Risk? One Bank Thinks Maybe
“We think it is overdone and has created opportunity for long and short term investors.”
In Latest Death Blow To TPP, Trump Charges Larry Kudlow With Renegotiating TPP
Personal problems are muting his ability to focus in international fires and he is looking to mollify his notional GOP allies by sending slick-ass Kuddles to salvage a trade pact that he doesn’t care for.
We’ll See What Happens.
Waiting game.
The Gilded Age, Man.
“I had never seen implied vol move that fast at that point in my young career.”
‘Maybe There Isn’t A Big Tail Risk’ In Tech (?)
Are the regulatory demons real?
One Bank Brings You The ‘Word From Main Street’, And The Word Is…
Apparently, Wall Street needs to conduct surveys to get a read on what the “word” from Main Street is, because after all, if you’re working in lower Manhattan and pulling in a cool 300k, you’re probably not spending a lot of time hanging out with the poors in social settings.
Thoughts On The ECB Minutes And A Bearish Euro Call For EURUSD Bulls
Here’s some shit you probably won’t read. But I wasted time on it anyway, because why not?
Larry Fink Thinks Investors Should Be ‘100% In Stocks’ – And If You Want To Buy Some Via BlackRock, That’s Even Better
You’re spending too much time thinking about “market timing”.
Goldman: Passive Funds Appear To Be The ‘Primary Source Of Recent Volatility’
Proponents of passive investing are going to keep insisting that the epochal active-to-passive shift isn’t dangerous or otherwise prone to destabilizing markets. They’re going to take that narrative to the grave apparently.
John Paulson Singlehandedly Paying For Trump Tax Cuts
J-Paulz $1 billion tax bill for 2017 proves that tax planning is even worse than his investing.
‘Keep The Change, You Filthy Animal’
“Get ready.”
Fed Minutes: ‘Trade War Is A Downside Risk’
STRONG MAJORITY OF FED OFFICIALS SAW TRADE WAR AS DOWNSIDE RISK
FED SEES `SIGNIFICANT’ FISCAL-POLICY GROWTH BOOST NEXT FEW YRS
A NUMBER FED OFFICIALS SAW OUTLOOK WARRANTING STEEPER RATE PATH
‘Nuclear Option?’ Mnuchin Bails Out Ruble – For Now
So apparently, the ruble has rebounded thanks to Steve Mnuchin.
Paul Ryan Decides ‘To Hell With This’ And Meanwhile, John Boehner Got Dat Kush For Tha Low
“Also, Ryan never really wanted this job in the first place, so it’s as good a time as any to go back to Janesville and skip leg day WHENEVER HE WANTS.”
Why One Bank Thinks The Narrative And Current Positioning Are ‘Fraught With Risk’
“Typically when positions are as large as they are currently, the risk is that if the prevailing narrative of the time does not play out perfectly, violent reversals will ensue.”
This Hasn’t Happened Since 2009: Ruble, Crude Edition
Tough week for Russia.
A Fired Up Trump Tells Russia To ‘Get Ready’ For ‘Nice, New’ Missiles Aimed At ‘Gas Killing Animal’ Assad
Boy, someone has had their covfefe this morning.
‘It’s A Race To The Bottom’: Ruble, Lira Crushed As Russia, Turkey Face Burgeoning Currency Crises
An escalation in Syria won’t help.
CPI Basically In Line As Wireless ‘Distortion’ Starts To Roll Off
Without further ado…
Trump Considering Firing Rosenstein, Sessions; Tried To Fire Mueller Again In December
“Mr. Trump’s quick conclusion that the erroneous news reports warranted firing Mr. Mueller is also an insight Mr. Trump’s state of mind about the special counsel.”
David Stockman: Forget The FBI, This Is The ‘Real Raiding Party’
“While the FBI was raiding the offices of Trump’s lawyer yesterday afternoon, the CBO published a blockbuster report evidencing the Donald’s own raiding party.”
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