“I am the candidate, above all, for the French people who do not want to be stripped of their jobs, of their purchasing power and who do not want to be put in unfair competition with low-cost countries.”
Author: therealheisenberg
“You’re Making It Weird”: Washington Baffled By Trump’s Correspondents’ Dinner Shenanigans
“But for him to stage a competing event — we just can’t even have our dinner? We just can’t even do that?â€
One Analyst Compared US Stocks To European Stocks – Here’s What He Found
So one of the things we (and others) noted going into the first round of
Just Ignore This Chart
“The post-election rise in expectations for year-ahead returns has materially outpaced their relatively sober assessments of valuation.”
If You Believe This “Soft” Data Point, The US Economy Is Growing At 7%!
Don’t forget to laugh.
Today’s Word Is “Bigly”: Here Comes Trump’s Terrific, Tremendous, Tax Plan
Today’s word is “bigly.” No wait, “phenomenal.” No wait, “massive.” Yeah, that’s it. “Massive.” All
Trading Trump’s Tax Plan: Buy … Euros?
“Trump’s expected announcement on his long-awaited tax plan Wednesday does little to boost dollar-long appetite, as bets turn clearly euro bullish.”
Trader: Just Admit It, You’re Going To Buy No Matter What He Says
“It’ll just be a matter of how long it takes to work out which part of Trump’s proposal will justify that move after the fact.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Alex Jones Is Pissed At Yogurt: Chobani Sues InfoWars For Defamation
It just gets worse and worse – and funnier and funnier.
One Day, You’ll Realize Why These Charts Matter
You can file the charts shown above away in the “extremely useful information to have at your disposal” folder and we would be willing to bet you’ll find yourself referring back to them sooner or later.
Want A Reason To “Sell In May”? Here’s One
Remember China? It’s a big country that’s somewhere near Sweden I think. No but seriously,
When Shorting Small-Caps Goes (Horribly) Wrong
Here’s some Tuesday afternoon humor for you. So the latest CFTC positioning data (out last
Were You “Born Yesterday”? Mexico Ain’t Payin’ For That Damn Wall, America
“Let me ask a question of all you small-business owners out there.”
The ECB Is Getting Really Good At Leaking Shit To Reuters
“Some or all the references to prevailing downside risks to the outlook, to the possibility of further rate cuts or to larger asset purchases may be taken out, the sources said.”
“Buyer Beware”: Trading VIX ETPs? You Probably Have No Idea What You’re Doing
“Popular, but often misunderstood”…
One Man’s Kurd Is Another Man’s “Terrorist”: Turkey Bombs US-Allied Forces In Syria, Iraq
Ok, so this is something worth noting as it speaks to the absurdly convoluted nature
Just One Quick Chart
Just a Tuesday quickie.
It’s “Make-Or-Break Time” And We Could See “A Painful Cleanout”
“During the past five years, May has been the worst month, on average, for EM FX. I remain a structural long-term bull on emerging markets, but the next month could see a painful cleanout of complacent positioning.”
Goldman Isn’t Sure How Many Times You’re Going To Ask, But “Yes,” They’re Still Bullish Commodities
Goldman isn’t sure how many times they’re going to have to tell you to be
It’s Tuesday And This Market “Sees No Demons”
“With French political risk significantly reduced (even if there’s still a two-week second round campaign to negotiate), an improving global economy, steadier oil prices, and most of all, range-bound US yields and a lack of fear of rapid Fed tightening, investors see few demons and are off in search of yield.”
Trader: “Ok, So What Do We Do Now?”
“What we’ve had so far this week, I know it’s only Tuesday, has been a repricing without the benefit of meaningful price discovery along the way. Gaps during the Asia-Pacific opening are one thing. Ones followed by flat-lined price action suggest order books emptied followed by “So what do we do now?†And if there isn’t a quick follow-through in momentum, the next question will be “What have we done?â€
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Is Steve Bannon For Real? “When I Knew Him, He Just Wanted To Make A Buck”
“These days, Bannon is a dishevelled presence in the Oval Office, but he cut a different figure in Beverly Hills, where he looked the part of a Hollywood executive—fast-talking, smartly dressed, aggressively fit, carrying himself with what one former colleague described as an “alpha swagger.â€
As Vol “Re-Enters The Doldrums,” Goldman Weighs In
“Around major political events over the past year implied vol has usually spiked close to the event given late positioning, as being long vol has been a negative carry trade. In the week after these events vol has fallen materially as the events have turned out to be less negative for markets than feared.”
Marine Le Pen Isn’t A Nazi – And She’ll Prove It By Stepping Down As FN Leader
“Tonight, I am no longer the president of the National Front. I am the presidential candidate.”
Goldman: Globalization Will Prevail, Macron To Beat Le Pen Handily
“Following the first-round outcome, the Le Pen camp have claimed that the second round of the election will represent a choice between Mr. Macron’s pro-globalisation agenda and their candidates more protectionist stance. Ms. Le Pen proposes the cancellation of existing free-trade agreements and opposes future ones.”
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