“The Donald seems to think that the 37% gain in the stock market between election day and the January 26th high was all about him, and in one sense that’s true. Donald Trump is all about delusional and so are the casino punters.”
Author: therealheisenberg
Ok, So Jerome Powell Screwed Up A Little Bit On Tuesday
Who knows, maybe Powell meant to do just what he did, but somehow I doubt it.
They’ve Done Studies You Know…
60% of the time…
Powell Says Stocks Play A Role In Economy’s Performance – Here’s What A Crash Would Mean
Why yes, the stock market is “an important place for investors to invest.”Â
What’s Going On With Credit Vol.?
“…the tail risk associated with the bond trade unwind has become more visible.”
Jerome Powell ‘Is Pleased’ To Offer You This Half-Assed Janet Yellen Impression
Let him know if you like it by not selling your stocks.
‘What Is Clear Is That This Isn’t Clear’: The Definitive Ambiguous Guide To Stocks In A Rising Rates World
Let me tell you something about the whole “when do higher yields start to weigh on equity prices?” debate: it’s a dead horse and everyone is going to continue to beat it mercilessly.Â
Here’s What To Look For From Jerome Powell’s Closely-Watched Testimony
All eyes will turn to brand new Fed Chair (and guy who is regretting it already) Jerome Powell on Tuesday as he heads to Capitol Hill to regale lawmakers with some shit they won’t understand.
One Analyst Suggests CTAs Face Existential Crisis After February Quant Quake
“In fact, the opposite happened during February’s correction.”
David Stockman: Amazon Is ‘The Poster Child For The 11th Hour Mania’
“The historic relationship between trends on main street and Wall Street to go absolutely haywire.”
While You’re Waiting, Can I Interest You In Some Stocks?
So in the meantime…
Trump On School Shooting: ‘I’d Run In There Even If I Didn’t Have A Weapon’
“Cadet Bone Spurs.”
Obviously The Best Pick To Head The FAA Is Trump’s Personal Pilot
“Of course, it’s only metaphorical when we talk about those agencies being run into the ground in a giant flaming fireball by the Trump administration.”
Morgan Stanley Goes Rogue, Is Bullish On Bonds Because Frankly, Consensus Is ‘Usually Wrong’
“The wisdom of crowds has yet to grace itself on bond yield forecasters.”
Area Granddad Shows Up On CNBC, Paraphrases Recent Letter He Wrote
As usual, we’re gonna dwell on grandpa’s amorphous market aphorisms for another couple of days.
All Hail The ‘Xi Put’: Chinese Shares Soar As Xi Decides ‘Forever’ Is Better Than ‘Not Forever’ When It Comes To Ruling
Folks are fired up about the possibility that the Xi “put” will be squarely in place in Chinese markets for the foreseeable future. And by “foreseeable future” I mean…
Let’s Get Italian: Full Week Ahead Preview
No shortage of event risk.
Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%
It’s comforting. Sort of. But sort of not.
Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation
“Lions, tigers, and bears, oh my!”
There Is ‘Only One Scenario’ Where Equities Benefit From Here
Boy, I’ll tell you what: I would absolutely love to rent out a small auditorium, pack it full of economists and analysts, make it an open bar event (so, all you can drink for free), set the conversation topic to “impact of rising rates on stocks”, lock the all the doors and then watch what happens from the safe confines of an observation deck.
Here Is The Democratic Memo That Refutes Devin Nunes
“Christopher Steele’s reporting which he began to share with an FBI agent through the end of October, 2016 played no role in launching the FBI’s counterintelligence investigation into Russian interference and links to the Trump campaign.”
Jeff Gundlach Discovers ‘Strange, Weird’ Truth About Bitcoin And Stocks
“Strangely, bitcoin seems to be the poster child for social mood and market mood.”
Just Take A Minute To Appreciate How Bad Paul Manafort And Rick Gates Are At Being Criminals
“These guys are brazen IDIOTS.”
Goldman’s Buyback Desk Has Most Active 2 Weeks In History
Well it’s time for another update on how corporate America intends to spend the windfall from the GOP tax cuts…
Local Grandpa Delivers Annual Letter, Reminds You He Is Very Wise And Also Super Rich
Well, it’s one of those Saturdays.

You must be logged in to post a comment.