“I can already hear the guffaws from all my hard money readers. The last thing the government needs to do is spend more money is what they will say. We need to save more, spend less, and tighten our belts. Well, that has been tried.”
Author: therealheisenberg
It’s Hard To Quit.
Because then you’ll be actively contributing to the vol. spike (by selling assets or letting them roll off the balance sheet) and passively contributing to it as well by removing the “put” that incentivizes investors to buy dips and suppress volatility.
‘The Trump Premium Has Drained Out’ – Goldman Has A Trade For You
But for the enterprising among you, that probably means there’s some upside asymmetry here. Just know that if you take that trade, you’re effectively betting that Gary Cohn won’t ultimately leave the administration…
Dear Steve Bannon: It Doesn’t Get More Mainstream Than 60 Minutes
“It’s a combination of stunning calculation and deep irony,†said Frank Sesno, director of the George Washington University School of Media and Public Affairs, speaking of Bannon’s appearance on “60 Minutes.â€
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
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‘They’ll Close It Down.’ Jamie Dimon’s Ruthlessly Realistic Bitcoin Call
“Wait until someone gets hurt. They’d close it down. That’s my point.”
Russia Used Facebook To Organize Rally In Town Targeted By Breitbart, InfoWars
A Facebook spokesperson confirmed to The Daily Beast that the social-media giant “shut down several promoted events as part of the takedown we described last week.†The company declined to elaborate, except to confirm that the events were promoted with paid ads.
‘Investors May Have Wandered Into A Casino Without Realizing It’
So one hopes investors are cognizant of the possibility that they are chasing an EM FX rally more than they are “investing” in emerging markets with this trade.
Just Make Sure You’re Hedged.
You’d probably be wise to do the same.
Dalio: If Gary Cohn Leaves, It Would Be ‘Terrible For Markets’
Again, this isn’t about whether you like Gary Cohn or whether you think he’s a good choice for the Fed. This is about uncertainty in markets and the extent to which Donald Trump’s ineptitude is setting the stage for all manner of volatility down the road.
Jamie Dimon Calls Bitcoin A ‘Fraud’ That Will ‘Blow Up’
DIMON: WOULD FIRE ANY TRADER TRADING BITCOIN FOR BEING STUPID
Fund Managers Add Tail Risk Hedges At Fastest Pace In 14 Months
As stocks advance to new record highs amid an ongoing, two-day sigh of relief tied to the fact that the world didn’t end over the weekend, it’s worth noting that there are signs of investor caution despite what the benchmarks are screaming at you.Â
Nikonov Admits On Live Television That Russia Rigged U.S. Election
Actually we’d like to thank Vyacheslav for the effort because it’s pretty clear that most Americans still don’t understand how ignorant they really are.
‘A Big, Huge, Alaskan Grizzly Bond Bear’ Finds A New Trade
“I am a big, huge, Alaskan Peninsular grizzly of a bear when it comes to fixed income, but sometimes I need to find ways to express that view without just putting it all on the dark side.”
Qatar Stocks Plunge To Lowest Since 2013
“Remember: all of this so Saudi Arabia can deflect blame for Riyadh’s support of Sunni extremism and punish Doha for adopting a more conciliatory stance toward Tehran.”
Is Devin Nunes About To Sabotage The FBI With His Trump Dossier Subpoenas?
“The “independence†of the FBI’s investigation is key here. The Steele dossier is now a public document. The Russians know what has been alleged. But they don’t yet know what the FBI has independently verified and what it hasn’t. It’s crucial that the FBI keeps it that way.”
Brent Jumps As OPEC Said To Mull Extending Cuts On ‘Worst-Case Scenario’
Oil is on the move as OPEC chatter is making the rounds. According to the
Pound Surges As Rampant Shoe Inflation Spurs Hawkish BoE Bets
Uncertainty around Brexit will of course continue to serve as a countervailing force, which brings us to the cruelly ironic (and exceedingly ridiculous) part of this whole charade
$100,000 In Facebook Ads Is More Than Enough To Influence An Election
As if we needed more evidence that Facebook influenced the election…
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Lawyers Told Trump Jared Kushner Should Resign Due To Russia Ties
In other words, Trump’s lawyers thought maybe it wasn’t the best idea for the President to have, as a key adviser, someone who is himself under the microscope for the very same possibly nefarious dealings that Trump is suspected of.
Have You Heard The One About Janet Yellen And The Hurricanes?
So when it looked like the last, lonely U.S. reflationist was about to throw in the towel, it felt like everyone was suddenly scrambling around to explain why yields were too low – maybe in an attempt to appease the market Gods who are thought to dislike crowded trades.
Make Risk Great Again.
Now stay tuned to find out if Kim bought some VXX today on the cheap so he can fire off an ICBM this evening and make a few million to put towards his next H-bomb.
Ok, Who’s Happy With Their Yen Short?
Of course as Bloomberg’s Dennis Pettit notes, that’s assuming everyone had the intestinal fortitude to not only endure the pain through Friday, but also…
Are CTAs Behind The Bond Rally?
“The CTA performance index has ripped in the back half of August after 10s rallied below 2.25%,” Deutsche goes on to write, adding that their “rolling 1m beta analysis shows that CTAs have gotten very long the market.”
Sputnik Under FBI Investigation; Former Employee Turns Over ‘Thousands’ Of Documents
“Well now, Yahoo News is out reporting that Feinberg was questioned by the FBI for more than two hours earlier this month and has turned over a thumb drive ‘containing thousands of internal Sputnik emails and documents.'”
Even ‘Street Urchins’ Understand How To Trade This Market – So Why Don’t You?
“It’s true that one day it won’t work. But if you’ve cashed in on the previous one-hundred times it happened you can afford it. Thomas Bayes told you so–as would most street urchins.”
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