“In a surprising twist, some high multiple growth stocks actually represent an appealing “value†opportunity.”
Author: therealheisenberg
Marko Kolanovic On BTFD, Trade Wars, ‘Clickbait’ And Trump Impeachment
Marko Kolanovic – a.k.a. “Gandalf”, a.k.a. the “half-man, half-God” – has a new note out and it’s great.
John Dowd: On Behalf Of The President, ‘I Pray Rosenstein Shuts Down Mueller Probe’
I’m sure you can see where this is going.
President Trump, Episodes 419 & 420: Macabre / McCabe
So stay tuned – “the ratings will be tremendous.”
David Stockman: Amazon Is The ‘Bubble Tracker’
“Since the rules of arithmetic apparently have not yet been “disrupted”, AMZN’s implied multiple on operating free cash flow has erupted from an already frisky 39X to a completely absurd 120X.”
Different Week, Same Joke.
Another week and the same joke continues to apply.
Here’s Your ‘Plunge Protection Team’ (No Conspiracy Theories Necessary)
No conspiracy theory about Janet Yellen playing futures trader from her living room necessary.
Tariffs And Tightening: Here’s What $350 Billion Worth Of AUM Is Thinking
For what it’s worth.
Breathe In, Breathe Out
“Waiting to inhale.”
Fox News Is Worried White Nationalists Will Become Extinct Before Black Rhinos (Really)
“The black rhinos got an advantage because he’s black.”
Dollar Strength Is Hiding In Plain Sight, And One Strategist Says It’s Here To Stay
Sustainable rally or dead cat?
H.R. McMaster Out As Trump’s National Security Adviser: Report
Another one bites the dust.
One Bank Asks: Is Globalization Dead?
Spoiler alert: no.
David Stockman: ‘Kudlow’s Job Is To Dig Through A Pile Of Horse Manure And Find Trump A Pony’
“That’s because his newly appointed task will be to dig through Ronald Reagan’s proverbial room full of horse manure to reassure the Donald that there is a pony in there somewhere.”
From Russia With Love.
Trade wars, Russians, morons, markets.
It’s Mueller Time (Again): Special Counsel Subpoenas Trump Organization, Demands Russia Docs
If Donald Trump was thinking about firing Jeff Sessions and replacing “Mr. Magoo” with someone who’s a little more gung-ho when it comes to obstructing justice by the pussy, now might be a good time to go ahead and speed the process up.
Trump Now Reportedly Convinced He Is Good At Presidenting, Which Means Everyone Is Fired
““We need a president who knows how to run a business,†they said, because they are very stupid people who think the United States Government is a lot like a business. Unfortunately, they elected a businessman who isn’t good at business. 🙁
‘I Had No Idea’: Trump Made Up Numbers In Trudeau Meeting, Says Japan Drops Bowling Balls On Car Hoods
“So, he’s proud. I said, ‘Wrong, Justin, you do.’ I didn’t even know. … I had no idea. I just said, ‘You’re wrong.’ You know why? Because we’re so stupid”
‘These Guys Will Have Egg On Their Faces’: Here Is What Larry Kudlow Wrote On December 7, 2007
“There’s no recession coming.”
Here’s Who Trump Is Likely To Target On Trade – One Bank’s Fresh Look At Tariffs
Nothing says “innovation” like aggressive protectionism.
‘If He Doesn’t Talk, Mueller Will Subpoena Him’: Trump Lawyers Prepping President’s ‘Good Brain’ For Interview
“You can’t prepare him. And he can’t be prepared. And Mueller gets nothing out of it except a perjury charge. Is that all he’s trying to get out of this?”
R.I.P. Goldilocks
“One of Wall Street’s most misbegotten memes is the Goldilocks Economy notion. They invariably trot her out near the end of a business cycle in order to keep the mullets buying stocks and the Fed heads as anesthetized as possible.”
Going Forward, There Is No Debate: ‘The Balance Sheet Effect Is One Of Tightening’
But hey, this should be fine, right?
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