“Come Patsy”…
Author: therealheisenberg
Video: Priebus Says Trump May Change Libel Laws To Punish Media
“Whether this gets executed is a different story”…
Poof, It’s Gone! Specs Cover Treasury Short, Now Most Long 10Y Since 2008
If ever there were a sign that the market is fading the reflation narrative or
The “Curious Curse Of May”: Here’s Where The Risks Are
“Blame dividend payments, weddings in India, or simply plain profit-taking but”…
Look! A Scary Auto Loans Chart.
Those who frequent these pages are well-versed in the ongoing auto ABS debate. See the
With Van Damme Unavailable, Fox Turns To Fabio To Explain How Liberals Are Destroying California
“You know, the crème de la crème.â€
Fox News Jumps The Shark With Ridiculous Saturday Tweet
A lot of Americans still don’t understand the difference between news with a liberal slant
Presenting: “March Madness For ETFs”
It’s official: we’ve run out of ways to paraphrase ourselves when penning introductions to ETF
Trump Washington Post Op-Ed: “I Have Kept My Promise To America”
On the eve of Trump’s 100th day rally in Harrisburg, Pa., – which, as a reminder,
In Truly Absurd Move, Turkey’s Erdogan Bans Wikipedia, TV Dating Shows
“”In radio and television broadcasting services, such programmes in which people are introduced to find a friend…. cannot be permitted.”
Goldman Delivers The Worst Possible News: “The Buyback Party Has Ended”
“Following years of prioritizing repurchases as a use of cash, corporations actually cut annual spending on buybacks by 11% in 2016 and executions YTD have plunged by 20% vs. last year. Meanwhile, authorizations YTD for new programs are proceeding at the slowest pace in five years.”
Here’s The “Not Unthinkable” Nightmare Scenario For Short VIX Strats
“Investors need to consider what can happen in severe scenarios”…
Marine Le Pen’s Dad Is Pissed At A Dead Policeman For Being Gay
Marine Le Pen has got herself a plan. See the thing is, she’s a Nazi.
“We May Come Overnight, All Of A Sudden!” Turkey’s Erdogan Warns, As US Troops Deployed
Earlier this week, we highlighted a story that’s flown (both figuratively and literally) under the
100 Days Of Sean Spicer: Complete Blooper Reel
Being White House press secretary is hard…
If The Curve Doesn’t Get Steeper Soon, One Strategist Is Going To Lose His Mind
So you should care about the evolution of rates strategists’ forecasts for the yield curve
Was Q1 GDP “Grossly Distorted”? Oh, And We’ve Been Long RVs Since Day One
Right, so earlier today we got the first read on Q1 GDP and it wasn’t…
If You Buy The “ETF ETF,” You’ve Gone Full Retard – Here’s Why
I’ve written a more polite version of this elsewhere, but I think it deserves to
As North Korea Fires Missile, Here’s What Kim Jong-Un Doesn’t Seem To Get
I’ll confess that at this point, I’m not entirely sure what Pyongyang is thinking. There’s always
Goldman Presents The Great “Fade” Trade
“This phase peaked at the end of January this year – we have entered a ‘reflation pausation’. We think this is the result of a combination of worries: (1) Disappointing hard data vs. soft data so far, in particular core CPI, (2) commodity recovery fading and base effect on headline inflation rolling off, (3) Trump optimism fading, (4) European politics moving into the hot phase, and (5) first signs of growth momentum slowing.”
Guest Post: The Last Remaining Cheap Asset
“My delusions about my mad bbq’ng skills are similar to everyone’s belief they are contrarians. Whether it is the NYSE specialist, the Chicago pit local, the Bay Street equity trader, the London credit specialist, or even the guy at home trading in his underwear, we are all consumed by these romantic narratives where we bravely battle the naive masses to nail the next great trade. But the reality is that we can’t all be contrarians. If we were, then it wouldn’t be contrarian”…
Sell In May? One Strategist Looked At The Evidence
“The results suggest caution for U.S. equity investors next month, with a forecast return of -1.3%. Since 1991, there have been seven prior negative forecasts for May. The average return of those months has been -1.29% with a median of -0.91%. Four of the seven delivered negative returns.”
Does This Chart Show The Market Is Too Negative On Tax Reform?
Or it “might be,” that trotting out a double-spaced one-pager that looks like it walked out of a high school student’s Trapper Keeper and calling it the most important tax plan in the history of the country further underscores how truly inept this administration is.
‘Liz Warren Keeps It Real: Blasts Obama For Wall Street Speech, Clowns O’Reilly
“Ohhhh! Sweet! Sweet.”
GDP Misses – But Hey, It Could Have Been Worse
U.S. First Quarter Advance GDP Grew 0.7%; Est. 1%.
Euro On Track For Best Week Since June After Inflation Hits ECB Target
Earlier this morning, we noted that Japan tried to release a whole bunch of ostensibly important
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