The “people’s President.”
Author: therealheisenberg
“This Will Be Like 1994”: Credit Investors Are Getting Worried About The Fed
Last week, investors began to question the extent to which exceptionally loose financial conditions and
Crude Carnage Has Saudi, Gulf Shares Seeing Red On Sunday
“Do you see what happens, Larry?!” “Do you see what happens Larry when you let
Bernanke Was Right
“And higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending. Increased spending will lead to higher incomes and profits that, in a virtuous circle, will further support economic expansion.”
Inside Steve Bannon’s Quest For World Domination
“The European Union project has failed,†Farage declared. “It is doomed, I’m pleased to say.†“It’s a great accomplishment,†Bannon said. “Congratulations.â€
Saturday (Tragic) Humor: Preet Bharara Edition
“You’re fired!”
Happy Birthday Bull Market! (Just Don’t Forget To Read The Fine Print)
If you’re like so many ‘Sharons’, you’re still long or worse, you just recently got long along with all the other retail investors who together have dumped something on the order of $124 billion into ETFs YTD. For you, how we got here matters. That is, you need to make sure you know what you just bought into. You need to read the fine print.
Behold! The Trump/Bannon Propaganda Machine In Action
You cannot make this sh*t up. So on Friday, following an NFP print that was
Percentage Of Junk Investors Raising Cash Explodes, Number Reporting Below Average Cash Position Halves
Whatever you do, don’t you try and say we didn’t warn you. Time after time,
“There’s No Diversification”: When This Ship Sinks, We’re All Going Down With It
” However, the correlation with S&P 500 varies substantially among different HF strategies. Short Bias is the only strategy that offers negative correlation or most diversification effects.”
“What Are Your Biggest Concerns?” Bank Of America’s Clients Respond
Those who frequent these hallowed pages are well aware that when it comes to event
Presenting All Of Trump’s Putin Connections In 7 Easy Charts
Ok, so obviously Donald Trump colluded with the Russians at some point during his candidacy.
Junk Warning: “You Are Here”
They do ring bells at the top…
Goldman: Things Have Changed, The “Hurdle” For More Fed Hikes Is Now Lower
“Over the last two years the FOMC appeared to take an asymmetric approach to policy, with a greater willingness to slow the pace of rate increases than to the speed them up. Now that the economy looks much closer to the Fed’s objectives, the FOMC may approach policy decisions more symmetrically.”
Why Can’t Americans Talk About Politics Without “Punching Each Other In The Face?”
Discussing politics is generally considered to be a social faux pas. I was sitting in the barber
What’s Wrong With This Picture?
What could go wrong?
Oil’s “Moment Of Truth” Cometh
I guess when you’re all-in on a thesis – like many people are on the
Friday Humor: “It Was Fake Then, But It’s Real Now”
Ummmm…. seriously?
As Oil Plunges, Oil CEOs Say “Message Is Clear”: “Worst Is Behind Us, Time For Growth”
“We have reviewed over 1,000 pages of 4Q transcripts from global energy companies (sourced from Bloomberg). The clear message from CEOs: The worst is behind us, and now is the time to think about growth.”
Turns Out, “FRAC” IPO Was A Bad Idea. Who Knew?
“I mean, come on folks. Are people really this gullible?”…
Trump’s Wiretap Story “Is Less Plausible Than A Zombie Invasion”
“Loopier still is to demand that Congress find the truth when the president could just pick up the phone and instruct the FBI, CIA and DNI to declare on the record whether this ever occurred.”
“Wait For Iiiit….” Crude’s Epic Collapse Is Warning Sign For Another Massively “Consensus” Trade
Ok, now that NFP is out of the way, it’s time for some humor (interspersed,
“This Is Goldilocks Data”: Was The Jobs Number Just Right?
“This is Goldilocks data – just right for Fed to hike, but not enough to accelerate what is already priced in.”
Meanwhile, Over At The Propaganda Ministry: “Great Again,” “Sizzling”, “Jaw-Dropping”, “!”
Count the superlatives…
“WAM!” The “Holy Schatz” Mystery Is Solved
Recall last month’s “holy Schatz!” drama. The front end of the German curve richened materially
February Jobs Report Beats, AHE Misses
U.S. Jobless Rate Falls to 4.7% in Feb., Payrolls Rise 235K
Nonfarm payrolls forecast est. 200k, range 150k-275k from 89 economists surveyed
Nonfarm payrolls, net revisions, added 9k from prior two months
Participation rate 63% vs prior 62.9%
Avg. hourly earnings 0.2% m/m, est. 0.3%, prior 0.2%
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