“We have too much debt. It’s simple math. We are screwed. Full stop.”
Author: therealheisenberg
Full Week Ahead Preview: Here’s “What To Watch” After France Votes
“We’ve heard comment running the gamut from “everyone is petrified†to “should be a happy time for risk.â€
Alex Jones Is A Dope Smokin’, Zebra Eatin’, Pantless Fit Parent
“Does chili affect your memory?”
“Big bowl o’ chili?”
“Yeah.”
Here Are The Phrases Trump Used Most In His First 100 Days
“We’re gonna win so much! “
“You’re Gonna Frighten People” – Bill Murray Does Frexit
“That’s because it’s the first time I’ve seen it, sir.”
Dear FX Traders: Do Not Start Fucking With Thomas Jordan Tomorrow
Earlier we noted that the ECB is prepared to step in with emergency liquidity in
Knife Edge: ECB Readies For Sunday Emergency, One Analyst Says “Keep Your Head”
“If there should be problems for specific French banks liquidity-wise, then the ECB has the … ELA, Emergency Liquidity Assistance, but we don’t expect of course any special movements.”
Caption Contest: Sarah Palin Strikes Gangsta Pose In Front Of Clinton Portrait
You know, most things that are initially funny lose their luster after a while. Indeed,
Hedge Fund Performance Is (Still) Improving! Everyone (Still) Doesn’t Care.
Earlier this month, we brought you “It’s Probably Too Late: Hedge Fund Performance ‘Improves,’ But
“It Is Evident There Is No Policy”: Trump Governs By Vacuous Platitude
“…he treats foreign policy as a series of discrete public-relations exercises, unrelated to other actions and messages we send to foes and allies. He equates ‘winning’ with a good news cycle, without much regard for what foreign policy objectives we are pursuing.”
Here’s Another Trade Idea For The Coming Retail Apocalypse
You might not realize it, but there’s a kind of ongoing debate about the best
Trader: Don’t Let Those Damn French People “Ruin Your Weekend”
“Enjoy your Saturday. No polls can be published after Friday midnight Enjoy most of your Sunday. And Good luck!”
Friday Night Reading From Goldman: Here’s What Clients Are Talking About
After a one-week holiday hiatus, Goldman’s David Kostin and crew are back with their weekly
“Brick And Martyr”: When Retail Workers Become Bartenders
“In particular, majority of retail workers that find jobs in the leisure and hospitality sector find jobs in the food services and drinking places industry.”
Exposing The Real Reason Active Managers Can’t Perform: “It’s Not You, It’s Me”
“In the meantime, active managers might need a bit of therapy to restore their relationship with the market.”
CitiWide Change Bank Is Back: Emerging Markets ETF Edition
I’m not sure how many times I’m going to have to go over this, but what
Reuters Exclusive: How You Were Duped By RT, Sputnik, And US-Based Bloggers
“Putin had the objective in mind all along, and he asked the institute to draw him a road map.”
Guest Post: The World’s Worst Market Timer
Whatever you do, make sure you keep in mind that the world’s worst market timer (the government) just cried “Uncle.†The proper trade is to assume they will make a mess. A big one.
Here’s What’s Changed: “Markets Might Not Have To Wait Two Weeks To Sell Off”
It’s probably safe to say we’ve reached something that approximates “peak” French election analysis on Wall
Chart Of The Day: (No) Go With The Flow
“Flows across the asset classes we track have slowed down to the lowest level since late 2015.”
Things Jeff Sessions Learned This Week: Hawaii Is A State
“Hawaii is, in fact, an island in the Pacific — a beautiful one where the Attorney General’s granddaughter was born.”
Is Another “Whatever It Takes” Moment Just Around The Corner?
“If markets turn more negative on the possibility of deposit flights out of the French banking system or on Italian BTPs and banks, the currency can fall more in the absence of a decisive response from the ECB. But, if the ECB were to show a strong hand in the market, buying sovereign debt, this perception could change.”
Trader: “Be Wary Of People Who Say ‘That’s That'”
“But however sanguine your base case is for the outcome, the shock risks are real here and now, as well as from what any of the outcomes will imply.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
How Do I Not Love Thee US Stocks, Let Credit Suisse Count The Ways
“US equity underperformance has been rare in recent years, but year-to-date, US equities have underperformed global equities by around 0.7% in USD terms. We reiterate our underweight stance, and view the challenges for US equities in a global context as the following”…
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