“Our military is not (at the border) for nothing. We could arrive suddenly one night.”
Author: therealheisenberg
How Russian Bots Pushed AfD Voter Fraud Myth Before Germany’s Election
“Its activity profile is unusual.”
‘Investors Have Been Ignoring This Story,’ But That’s About To Change
“The beginning of the euro’s impressive rally coincided with Emmanuel Macron winning the French presidential election and thereby quashing political fears in the region. A correction in the euro is now likely to coincide with Spain and Germany bringing those risks back into the light.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
‘Shall I Go Thermonuclear?’ The Week That Was And A Market Vignette
“The room fell silent, the enormity of this unexpected crisis sinking in.”
Sleep: The Final Frontier
“As with other inventions that spread from military to civilian life—for instance penicillin, microwaves, nylon—the next logical step would be to produce sleepless workers and sleepless consumers.”
Yen Slides Against All G-10 Peers As Abe Seeks 2 Trillion Stimulus Package
“The prime minister plans to instruct related ministers to announce 2 trillion yen of new economic measures within the year after announcing the change in consumption tax increase at the economic and fiscal advisory council on the 25th.”
NYT: ‘Mr. Trump, You Have Squandered The World’s Trust’
“The North’s leader, Kim Jong-un, is erratic and frightening, but why would it help matters to eliminate any confidence Mr. Kim might have in Mr. Trump’s word?”
Angela Merkel Victorious, But Coalition Prospects, AfD Performance Raise Concerns
Leader of the free world.
Euro Falls After German Election Raises More Questions Than It Answers
“…most likely you will get some Swiss franc support on the back of those results.”
‘This Looks Less Market-Friendly Than Expected’: Will German Results Weigh On Euro?
To be sure, this looks like it will hit the euro in early trading. The single currency will likely knee-jerk lower against both the yen and the franc and you can expect to see a flight-to-safety bid in fixed income.
Steve Mnuchin Thinks Maybe Free Speech Is Something You Do ‘On Your Own Time’
You can bet this is far from over and Steve Mnuchin just made things immeasurably worse.
27 Mental Health Experts Wrote A Book About Trump: Here’s An Interview With One Of Them
“There will not be a book published this fall more urgent, important, or controversial than The Dangerous Case of Donald Trump, the work of 27 psychiatrists, psychologists and mental health experts to assess President Trump’s mental health.”
‘They Won’t Be Here Much Longer!’ Trump Says He’ll Destroy North Korea, Threatens To Fire NFL Players
Paging John Kelly, paging John Kelly…
‘The Results Look Pretty Bleak’
You have been warned (again) (and again) (and again).
Former FBI Agent ‘Invites You To Consider Another Possibility’ On Paul Manafort
“…but that’s because it was happening somewhere else.”
Trump Will Fire Mueller – Here’s What Happens After That
“In the scenario outlined above, in which Trump faces, at the very worst, impeachment without removal, he won’t have completely undone the norms, but he will have eroded them. His tenure will have moved the line of the conceivable.”
Transparency: The Dark Side
Ok, who’s ready to take another look behind the “fourth wall?”
‘The Short VIX Plane Is About To Be Running On A Single Engine’
“Ultimately, investors can choose to second-guess fund flows, but once headline volatility reaches the lows, the proverbial short VIX “plane†will again be running on a single engine – carry – which itself is reflexively determined by fund flows.”
LeBron James Calls Trump A ‘Bum’, NFL Says President ‘Lacks Respect For The Game’
“Going to the White House was a great honor until you showed up.”
(A New) Record VIX Short
Make of it what you will.
‘Rocket Man’, ‘Sons Of B—-es’, And ‘Sacks Of Drugs’: Trump’s Alabama Rally In Videos
At a certain point, reality becomes so absurd that it eludes attempts to lampoon it. We’ve reached that point.
Quake Detected In North Korea Near Nuke Site; Iran Tests New Ballistic Missile
So all in all, just another Saturday in a world that’s completely falling apart.
‘What Happens If An Airliner Comes Down?’ Trump, Kim, And The H-Bomb Threat
“Trump’s derisive description of Kim Jong Un as ‘Rocket Man on a suicide mission’ and his threat to ‘totally destroy’ North Korea were not in a speech draft that several senior officials reviewed and vetted Monday.”
‘Tell That To Rain Man’
“Either way, you gotta be super smart to run a country and sell vol. buddy, okay? It’s not easy.”
Pound Flash Crashes On Moody’s Cut
UK Cut to Aa2 From Aa1 by Moody’s.
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