“There were just 26 brands appearing on Breitbart in May, down from a high of 242 in March.”
Author: therealheisenberg
The Mystery Of The Rising Nikkei
“The strong correlation of USD/JPY and the Nikkei is a well-known phenomenon — so much so that it impacts the relative pricing of yen- and dollar-denominated Nikkei futures. When the fortunes of the two diverge, as they have recently, the market takes notice.”
Guest Post: Buried Under The Headlines
“I am not sure if you should get long US Treasuries because the Chinese have indicated that they might buy some more. But I do know that you shouldn’t short world growth because China is about to implode.”
Wall Street Journal Loses It: Trump Will “Have No One Left But His Family And Breitbart”
“If this pattern continues, Mr. Trump may find himself running an Administration with no one but his family and the Breitbart staff. People of talent and integrity won’t work for a boss who undermines them in public without thinking about the consequences.”
One Trader Weighs In On Thursday’s Trio Of Risk Event Hellspawn
“All capable of moving things around. All capable of passing calmly by and spawning headlines of “all attention now turns to…â€. The financial world equivalent of Mad Libs.”
Chart Of The Week: Some Folks Are Trying To Pick Stocks Again
Right, so the thing about “alpha” is that it’s really fucking hard to generate when
BofAML: “Warning: If US Rates Market Is Right, Everything Else Is Mispriced”
“The fact that UST 10y rates have traded in a very tight range for the last two months has been interpreted as a reassuring signal for carry trades everywhere. In fact it should be a warning signal.”
Trump Accidentally Jeopardizes US Air Base, Admits To Conspiring Against Qatar On Twitter
Well, Donald Trump is all “covfefe’d” up again this morning…
Did The Saudis Make A Huge Mistake? Qatar Move Backfires As Iran Steps Up
It’s probably safe to say that the early “winner” in the spat between Qatar and
Deutsche Bank: The S&P Has Only Done This 8 Times In 89 Years
“Such tight trading ranges for the S&P 500 that extended for 3 months or longer have been very unusual historically, with only 8 such comparable prior episodes (since 1928).”
Safety Sought: Yen Rallies As Markets Nervously Eye Potentially Dangerous Thursday
So on Sunday, in our week ahead preview, we noted that Thursday would bring a
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Hope” Versus “Reality”: Goldman Says S&P To Fall 6%
“Hope led the market to 2400 in 1Q but reality supports a 2300 year-end target.”
BofAML Weighs In On Qatar: “Major Concessions Will Be Needed”
“Financial links are a key risk”…
Explaining The $1 Billion Hostage Deal FT Says Triggered Monday’s Qatar Drama
A hunting trip gone wrong…
Guest Post: Betting Against History
So I ask you, with Central Bankers determined to create inflation, why on earth would you want to hold cash? For this trade to work, you have to assume Central Bankers will suddenly change their tune and be willing to preserve the purchasing power of money.”
Monday Humor: Support For Impeaching Trump Now Higher Than His Approval Rating
As you know, Donald Trump is trying his best to get himself impeached. The chances
Goldman Releases Subliminal, One-Sentence Warning On Qatar
“We have received a number of questions”…
Covfefe’d-Up Trump Says London Mayor Is “Pathetic” Pussy – But Not The Kind He’d Like To Grab
It looks like a combination of the latest London terror attacks, opposition to the still-stalled travel ban, and a general sense of incredulity with regard to the fact that the entire world thinks he’s batshit crazy, has pushed Donald Trump over the edge on Monday.
$9.2 Billion Wiped Out In Qatar Stock Rout: Surveying The Carnage
It was a rough day for financial assets in Qatar following a decision by Saudi Arabia,
Qatar Cut Off: Everything You Need To Know About Monday’s Mideast Earthquake
You might be wondering why Saudi Arabia seemingly gave Qatar the Fredo Corleone treatment on Monday.
Trump Wakes Up With Muslims On The Mind: Reminds You Courts Are Full Of Shit
Donald Trump got up this morning with Muslims on the mind. See Trump thinks maybe, amid
Stop Chasing The Dragon: One Trader Says Central Banks Need To Abandon Their Mandate
“Any hint that targets are being abandoned or lowered would send a negative shockwave.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Bank Of Japan’s ETF Holdings Surge 80% To Cartoonish 16,000,000,000,000 Yen
“The total marks an 80% rise from a year earlier and more than a sevenfold increase since the central bank kicked off its quantitative and qualitative easing — adding riskier assets to its balance sheet — in April 2013.”
Brace For Impact: Full Week Ahead Preview
“While improving manufacturing confidence has recently added to the constructive global risk environment (characterized by dovish central banks, low cross-asset volatility and rising equity prices), a potential increase in political uncertainty in the US may undermine this backdrop.”
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