You’re welcome…
Author: therealheisenberg
Time For A French Kiss?
Meanwhile, across the pond…
Bloodbath In China: Overnight Stock Collapse Blamed On Bond Fears, Liquor
“…this is very bad news for the stock market.”
‘Run Screaming For The Hills’: Presenting The Fallacy Of Disaggregation
“Yet, we would argue that the mere fact that investors fail to spot trouble in a single sector should not be grounds for comfort: the reason why no single sector stands out may be that all the sectors are mispriced.”
Grandma Is In Trouble.
“Today’s post is an important one. I might have put Grandma in the trunk, but the coming struggle between generations is no laughing matter. It very well might end up being the defining theme for financial markets in coming decades.”
Phew, That’s Over – Now Go Get Drunk.
Well, what can you say?
Gandalf Sighting! Kolanovic Calls For ‘Year-End Rally’
The thing about wizards is they are “never late, nor are they early.” Rather, “they arrive precisely when they mean to.”
‘Just Tell Him He’s Brilliant’: Gary Cohn Faked Bad Connection So He Could Hang Up On Trump
“We’re not going to have a real conversation here — can’t you just tell the president that he is brilliant and say we’re losing … the connection and then hang up?â€
Jamie Dimon Is Taking A Tony Soprano Approach To Bitcoin Futures
Jamie Dimon is a gangster. You’d do well to remember that.
Trump Calls LaVar Ball ‘Don King Without The Hair’, Renames Mar-A-Lago ‘Winter White House’
Happy Thanksgiving, America!
Mueller Now Investigating Jared Kushner’s Contacts With Foreign Governments
Again, you’d have to be a fool to think Kushner is being forthright. And Robert Mueller is no fool.
Drumstick.
More records.
How To Hedge Against A 5% S&P Decline From Tax Reform Failure
One of the caveats in Goldman’s outlook centered around the idea that tax cuts might not materialize or, perhaps more appropriately, that this process will continue to be so fraught as to make it a source of ongoing angst as opposed to a reason to celebrate.Â
Lost: $25 Trillion Worth Of Yield
Please return to market if found.
Goldman’s 2018 S&P Outlook Is Here: ‘Irrational’ Versus ‘Rational’ Exuberance
“We would deem it ‘irrational exuberance’ if the S&P 500 during the next three years followed the exponential trajectory of stocks in the late 1990s.”
‘This Is A Joke’: Lira Crashes To Record Low As Market Doubts Erdogan’s Credentials As Rates Strategist
This is completely out of control.
Chinese Shares Soar As Tencent Passes Facebook
If U.S. shares needed an excuse to rally, they’ve got it.
Tales From The Crypto: Bitcoin Dumps And Pumps After Tether Robbed Of $31 Million
Everyday it’s something else.
The Big Top, The Big Long, The Big Short, & The Big Risk (‘Big League’)
The air up here is thin.
HR McMaster: Trump Is An ‘Idiot’ With The ‘Intelligence Of A Kindergartner’
“…administration officials threatened to retaliate against several figures with knowledge of the July dinner if they spoke to BuzzFeed News.”
Into The Wild Blue Yonder.
Ok, well there were some notable headlines to start the week…
Get Up On Brian’s Level: Wall Street Has A New Biggest Bull
So get up on Brian’s level or get left in the dust.
As Mueller Demands Documents From Justice Department We Ask: Still Think This Is ‘Winding Down?’
Ok, so on Sunday evening we learned that Robert Mueller wants to know what the DoJ knows about the firing of James Comey.
Why One Bank Says U.S. Investors Are ‘Boiling Frogs’
“The parable of the boiling frog refers to how a frog in a pot can get slowly boiled alive without even realizing it”…
Bitcoin Surges Above $8,000 As Stupidity Goes Parabolic
To be sure, it’s impossible to know when something like this will finally succumb to reality, but these kinds of things are vulnerable to crises of confidence and in the absence of any kind of fundamental thesis to fall back on, it won’t be immediately clear where the “bottom” is when Wile E. Coyote finally looks down.
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