Boy, I’ll tell you what: you people are yanking money out of bond funds like there’s no tomorrow.
Author: therealheisenberg
Are Central Banks Trying To ‘Purposely’ Engineer Volatility? These Investors Think So
The bottom line: for credit investors, the risk of central banks becoming more hawkish is now a two-headed beast.
‘Bubbly Rallies’ And ‘Sharp Selloffs’: 3 Scenarios For Stocks As Inflation Pressures Build
The fun may be just getting started.
Tom Lee’s Latest Bitcoin Prediction Is Here (That Is Its Own Joke)
Listen, Fundstrat Global Advisors’ Tom Lee is a guy who knows Bitcoin, ok?
David Stockman Presents: The Folly Of 2% Inflation Targeting
“At the end of the day, the real scandal of central banking is that it takes credit for what it doesn’t cause and can’t achieve in the main street economy, while ignoring the mayhem its machinations bring to the financial system.”
This Has Only Happened 3 Times Since 2012 (Banana Republic Edition)
Ok, so do you want to see something funny?
‘I’ll Bet Every Algo In Asia Was Reading That Text’: It Was Harry!
Wait, Harry? Who the fuck is Harry?
Only ‘Odd-Balls’ Think Low Vol. ETFs Are Vulnerable During A Tantrum, Says Guy Running Low Vol. ETF
“…when you look at any given day or week, you see what appear to be odd-ball circumstances.”
Goldman’s Buyback Desk Went Nuts During Selloff, But It Wasn’t Enough…
Whatever the case, it looks like Goldman’s buyback desk isn’t enough to stop the bleeding in an acute situation…
David Stockman: ‘Goldilocks’ Is A Figment Of Your Imagination
“That was fast.”
‘You’re Going The Wrong Way!’
“Oh, they’re drunk. How would they know where we’re going?”
Albert Edwards: ‘TrumpÂ’’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’
“…a ruinous fiscal deficit in excess of 15% of GDP will be Trump’s legacy.”
Trader: Here’s Why I Would Fade Ray Dalio’s Massive Short
“We will probably never know, but I think it’s an interesting exercise to speculate on the reasons for the massive bet.”
Wall Street Weighs In On ‘Super-Important’, Bigly Tremendous CPI Beat
“…inflation risks are clearly shifting to the upside.”
CPI Quick Take: What Happens When The Battle Is ‘Won’?
That’s the question.
Futures Plunge, Yields Spike As CPI Fears Realized
Well there you go folks.Â
CPI Blows Through Estimates, End Of World?
U.S. JANUARY CONSUMER PRICES RISE 0.5%; CORE INDEX UP 0.3%
The Most Critical Number In The World Or Mountain Out Of A Molehill?
And so we waited, breathless.
Overnight: Yen-Sanity
It was all about the yen overnight. Again.
Market Correction: Lessons From 2006
If you’re looking for some confirmation bias for your still-bullish outlook…
Die Another Day.
So the real drama (if there proves to be any) will come tomorrow.
Trader: ‘I Don’t Know How Else To Say It – It’s Different This Time’
“As I struggle to find the words to communicate my thoughts, I worry they will be misconstrued. Yet I don’t know how else to say it – except to blurt it out. So at the risk of being labeled a fool, here it goes - it’s different this time.”
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