“To date no US President has been impeached by his own party, and given the highly charged partisan environment, we think that evidence of a breach deemed sufficient to trigger impeachment proceedings would have to be very robust. However, if there is a change in the composition of control in Congress post-Midterms and Democrats pick up significant seats, the political calculus could change.”
Author: therealheisenberg
Goldman: Buy Puts On These Shitty Stocks For A Pullback (Spoiler: Tesla’s One Of Them)
“For investors looking to protect their portfolio, we identify those stocks which have attractive puts and limited fundamental downside support based on cash-flow analysis and our analysts’ views.”
Trump On Special Counsel: America Has More Important Things To Do Than Figure Out If I’m A Russian
“It hurts our country terribly.”
“Don’t Panic”: Yesterday Was Only The 66th Worst Day In 10 Years – Or Maybe The 6th
“No, what made yesterday so striking is that the magnitude of the decline hinted at a level of investment risk that had previously been as unobservable as dark matter.”
Assuming You Think America Is Still A Democracy, Here’s How To Think About Markets & Trump
“In a democracy like the US the main impact of elevated political uncertainty is higher risk of inaction”…
Guest Post: Stock Market Shakeout
“Let’s hope I am not too early, and end up getting eaten by the shorts who are pressing their trade.”
TIME Cover: The Metamorphosis
No comment necessary
Mike Flynn Will Defy Senate Subpoena On Russia
Aaaaand it gets worse.
“Peeps Be Cray” – VIX ETP Edition
“I’m only burning my half.”
Trump “Squeezing Lemon Juice Into Cuts With Every Tweet” – And Other Zingers From Analysts
“…the Deep State playing a long game of death by a thousand cuts … that Trump squeezes lemon juice into with each tweet and comment.”
Trader: What You’ve Seen Unwound Is “Just The Tip Of The Iceberg”
“It’s vital, therefore, to remind yourself that these moves, while portrayed as dramatic, represent only the very tip of the iceberg of positions built up over a very long period of time and in massive size.”
Circuit Breakers Hit, Stocks Plunge, Emerging Market ETF Tumbles As Brazil “In Full Crisis Mode”
Look, I don’t know how closely you’ve followed Brazilian politics over the past three (or
Trump Blasts Special “Councel,” Again Proves You Are Rank Amateur At Throwing Gas On Fires
I gotta tell you, on a personal level, Donald Trump makes me feel better about myself.
Risk Appetite Evaporates As 18 More Contacts Between Trump, Russian “Godfather” Revealed
Everything was going (relatively) ok and then…
Trader: I Don’t See What The Big Deal Is, Bears Should Go Back To Hibernating
“This risk aversion was driven by political noise and speculation. That just doesn’t provide sufficient calorie intake for bears. This isn’t to say that we can’t get a fundamentally negative development in the days ahead, but unless we do, expect the bears to be back in hibernation by the weekend.”
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Video: Trump Says Life Has Treated Him Unfairly
“Whether his support base realizes it or not, that is just about the most insulting clip imaginable for the working class Americans who voted for this man.”
“These Are The Casualties Of Trump’s War” – McMaster Mourned And Other Letters To The NY Times
“Did he sacrifice a lifetime of the highest level of professionalism and integrity to defend Mr. Trump? If so, it is a great loss not only for General McMaster but also for the nation.”
Chart Of The Day: “This Never Ends Well”…
A subtle reminder…
Guest Post: An E.T.A. For The Man With The Pin
“I find it funny how with all this printing, market participants are surprised when the price of assets rise.”
This Hasn’t Happened Since 2009
This probably shouldn’t surprise you…
Odds Of Trump Being President At End Of 2017 Hit All-Time Low
Perhaps a better read on this comes from looking not at the odds of impeachment, but simply at the odds of Trump being President at the end of 2017…
“Not All Sunshine And Rainbows”: Goldman “Finds Fear” In These 15 Stocks
“While we have written extensively about how fear metrics in the broad market are near record lows, there are some stocks where investor concerns are high.”
There Are Tons Of Reasons To Sell – But Trump Isn’t One Of Them. Here’s Why…
“It sure looks to me like there really isn’t anything priced for Trump’s agenda any more.”
Looking To Hedge? The Yen “Trumps” Gold And The Franc
With the VIX spiking and the yen bid all night and into the US open, it’s probably a good time to ask yourself where the best place to hide is in the event Donald Trump’s inevitable fall from what in his world passes for “grace”, ends up materializing faster than anyone figured.
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