“And then events tried to conspire to rob me of all of my sanguineness”…
Author: therealheisenberg
Video: Russia Mocks America – “Was He Fired?! You’re Kidding!”
Well, if you needed another slap in the face on Wednesday morning from the Trump/Kremlin
Goldman Tried To Be Nice, But Now They’ll Have To Bring Jeff Currie Into This…
“The Chinese government has adopted tightening policies. The annualized 7-day repo rate shot up to 5.5% on March 21. Most recently, all four PMIs coming out of China last week disappointed, fueling worries about policy tightening negatively affecting real activity.”
Donald Trump Became A Hillary Clinton Supporter Last Night – Please.
Even if you think Comey deserved to be dismissed, the notion that the White House relieved him of his duties out of concern for whether Hillary Clinton was treated fairly by the (former) Director is bizarre in the extreme…
Traders Be Like “WTF?!” As Trump Is Desperate Despot, Nuclear War Beckons
So the elephant in the room is clearly Donald Trump’s decision to fire FBI Director
SocGen: “This Is Really Unhealthy – But We’ll Stick With It”
“The demise of volatility remains the most striking feature of this market”…
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Trump Fires James Comey
TRUMP REMOVES FBI DIRECTOR JAMES COMEY: WHITE HOUSE
Here’s Why Trump Fired James Comey
“The beauty of what transpired Tuesday for Trump is that it was a great set of circumstances under which to do it. Comey’s foul-up — misstating facts about the Clinton investigation at a Senate Judiciary Committee hearing last week — looked like he was overselling that case against Clinton, not Trump.”
What Does An Overheating Labor Market Mean For Stocks? I’m Glad You Asked.
“We estimate that a 100 bp acceleration in labor cost inflation would pose a 2% headwind to Russell 2000 EPS, roughly double the 1% impact we estimate for the S&P 500.”
Jeff Gundlach Joined Twitter. And Then It All Went Horribly Wrong.
“Welcome to the dark side.”
“It’s All One Trade!”
This should drive the point home…
Why One Strategist Thinks “Dr. Copper Should Be Sued For Malpractice”
“In these days of rampant commodity speculation in China, however, can we really trust copper to give us an accurate read on the U.S. economic cycle?”…
Look! Another VIX Anomaly Or, How To Bury A Lede
Figuring out what people give a shit about on any given day is more an
Guest Post: So You Wanna Be A “Cool Kid?”
“Doesn’t really help us that much, except to note that maybe all this other analysis is bullshit, and instead we should just focus on crude oil and interest rates.”
Tuesday Humor: Trump Photoshops His Own Tweet Into Twitter Banner Pic
If you’re a political scientist, there’s not a whole lot to like about a Donald
This Is A Disaster Waiting To Happen
So last week, I put you on “contagion alert” amid the chaos in commodities. I’m not
Trader: “The World’s A Scary Place,” But That’s Always Been The Case
“To be fair, we still have loads of quantitative easing going on and the world remains a scary place. But it’s always been a scary place. We just have selective, as well as short, memories. And if black swans remain your major investing concern, then economic numbers are of very little import.”
Goldman Is Rapidly Losing Patience With You On This Whole Commodities Thing
“You keep tryin’ to distract people”…
Mario Who?! Presenting A “QE-esque” “Grab-a-thon”
“And yet – in relative terms – these credit market moves are stunning…in fact, QEesque in places.”
It’s Too Quiet: Except For China. And South Korea. And Collapsing Metals.
It’s Tuesday, and they’re voting in South Korea. There’s an annoying power vacuum over there
Goldman Explains Why The Whole World Is So Goddamn Happy
Because if you’re looking at geopolitical stability, there’s not a whole lot to get excited about. Well actually, that’s not true. There is a whole lot to get excited about. Where “excited” means “fucking terrified.”
One Trader Tells Us “A Tale Of 2 Tapers”
“For as long as the U.S.’s debt profile continues to deteriorate, it’ll be a difficult environment for the major buyer of that debt, the Fed, to step back. Especially if the related signal also lowers the demand from foreign governments.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Marty Lost His Ass In AT&T Shares – So Steve Bannon Had To “Save” America
The worst story ever told.
“Max Long Liquidity,” A “Bonanza,” & The Coolest Thing You’ll Read On Monday
“Liquidity and tight bid/offers in the CDS index market has been pivotal for a number of investors to use the CDS product as a risk allocation tool, rather than a hedging tool that has been traditionally used.”
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