“These are the things that fund managers are expected to discuss, and they are often the right things to discuss. But if you have no justifiable idea whether the process itself should or will lead to outperformance, what the hell are you actually measuring?”
Author: therealheisenberg
The Clue Is Emails Are ‘.gov’: Mueller, GSA, Attorneys Laugh Off Letter From Trump Transition Lawyer
“Their legal arguments have no merit.”
In Watershed Moment, Democrats Now Have Largest Lead In Voter Preference Since 2008
Well in the latest evidence to suggest that the public is turning against the GOP, a new NBC/WSJ poll shows that…
Mueller Has ‘Tens Of Thousands’ Of E-mails, Trump Transition Team Sends Desperate Letter To Congress
“The transition emails are said to include sensitive exchanges on matters that include”…
From Miami To The UK: Here Are The Penthouses And Homes Being Bought In Bitcoin
“PRICE? ONLY ACCEPTING BITCOINSâ€
These 250 Investors Are The Most Bearish Since The Crisis
“…nearly half of the survey respondents (46%) are pessimistic about equity markets for the next year, a substantial jump from 32% in 2016 and 19% in 2015.”
Goldman Thinks It’s Time You ‘Sharpe’n Up
Some “prospective” names for the new year…
TD Ameritrade To Allow Bitcoin Futures Trading In Another Sign Of The Apocalypse
Meanwhile, in more “what could go wrong?” news from the cryptocurrency space…
Trump Lawyers To Meet With Mueller Next Week: Reports
You can draw your own conclusions here, but we would note that if this were truly nearing an end, it seems doubtful that the calls for Mueller’s ouster would be as loud as they are.Â
The Rich Get Richer.
And that’s the week.
JPMorgan’s New S&P 3,000 Call And A Warning From Kolanovic
Super bullish with (more than) a hint of tail risk.
Trump Calls The FBI ‘Shameful’ On The Way To Speak At The FBI
“It’s certainly very sad.”
Against The Grain.
“And although I poke fun at myself, it’s no laughing matter.”
Fallen Angels And Draghi’s Steinhoff Demons
“It is not unusual that losses may be happening.”
Bitcoin Versus Christmas: ‘It’s Taking Out The Marginal Retail Buyer’
“It’s bitcoin we’re talking about here”…
Albert Edwards Is Irritated At Bitcoin
“How do you know when an asset price rise has turned into a bubble?”
#It’sNotABubble: Lenders Are Now Accepting Bitcoin As Collateral For Cash Loans
Let me just say without equivocation that anyone who decides to lend against cryptocurrency holdings is going to go bust – plain and simple.
Goldman: The Market Is Wrong About Yesterday’s Fed Decision
Should you “trust” the market’s dovish interpretation of the Fed?
Everything Is ‘Officially’ Awesome
“Nah nah nah – I can’t hear you.”
The ‘Identity Of Who Is Propping Up Bitcoin’ Is Revealed!
There you go. It’s Mrs. Watanabe. Or in this case, “Mr.” Watanabe.
Here Are The New ECB Projections Everyone Was Waiting On…
Ok, with that out of the way, here are the key projections…
Bank Of England Adopts Cautious Tone In Unanimous Rate Decision Amid Rising Inflation
“Bank of England says that some modest tightening may be needed in next few years.”
Lira Tumbles After Central Bank Disappoints
Turkey has gone and done it now.Â
Yellen: Bitcoin Is A Highly Speculative Asset And Is Not A Stable Store Of Value
I suppose it’s only fitting that Janet Yellen would weigh in on Bitcoin at her final press conference as Fed Chair.Â
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