Earlier, we talked a bit about Donald Trump’s waning political capital and the extent to
Author: therealheisenberg
“They Can’t Afford Another Humiliating Defeat” – Fund Managers, Analysts Weigh In On The Road Ahead
Good news is that Trump and Congress are likely to “pivot hard†on economic growth agenda with tax reform right at the center. “They can’t afford another humiliating defeatâ€
“We Were Surprised At The Civilian Victims”: Has Trump Changed The Rules Of Engagement?
“Another Iraqi special forces officer, who spoke on the condition of anonymity because of the sensitivity of the subject, said that there had been a noticeable relaxing of the coalition’s rules of engagement since President Trump took office.”
“Trump’s Political Capital Is Getting Consumed”: One Simple Trade Idea For The Week Ahead
Think about the events that transpired over the last two weeks. Now think about them
Russian Propaganda Outlet Seeks White House Press Pass To Provide “Alternative Facts”
“Did I bury the money!?!? No way!! There are two things I’ve never done – beat a woman and bury my money in the backyard. You know, I don’t even have a shovel…”
So You Want An Excuse To Prefer Stocks Over Bonds? Fine, Here’s One
Listen, it’s all about “relative” attractiveness these days when it comes to assessing opportunities at
The Godfather: Steve Bannon Tried To Use Heath Care Vote To Make “Enemies List”
“One Republican congressional aide who was involved in the last-minute negotiations said Mr. Bannon and Mr. Short were seeking to compile an enemies list.”
OPEC, non-OPEC Committee Recommends Extending Supply Cuts: Everything You Need To Know
Some cartel folks had a meeting…
“There’s A Good Chance The Selloff Is A Blip”: When Dumpster Diving Goes Wrong
In case there are still questions out there regarding how I feel about high yield (i.e.
“This Is Not A Debate”: How Steve Bannon Tried To Bully Recalcitrant Republicans – And Failed
“You know, the last time someone ordered me to something, I was 18 years old. And it was my daddy. And I didn’t listen to him, either.”
“Is There A Problem We’re Not Seeing?” – China’s Banking System Reaches “Tipping Point”
“The market is nervous about the impact. Everyone is wondering, ‘could there be a problem we’re not seeing?’, or ‘will there be some punishment that forces an institution to dump assets? Then banks get cautious and stop offering loans.â€
Heisenberg Effect Strikes Again As Coffee Demand Soars Most Since 2014
As the Heisenberg crowd is acutely aware, I almost died in late November. Quite literally.
One Bank Warns: The “Dark Side” Has Reappeared Just As “The Force” Looks Weak
“The dark side – protectionism – reappeared at the G20, just when the force – hope of a bold US fiscal plan – is looking weaker. This has hurt risk sentiment a bit, helping bonds find their feet. We see that as temporary profit taking on crowded trades, rather than a fullblown reversal.”
On This Measure, Stocks Are The Second Most Expensive In History
If you, like me, have argued that stocks probably won’t rise much further because investors can’t
GOP Accidentally Runs Ad Celebrating Obamacare Repeal During NCAA Game
“Thank lawmakers for replacing Obamacare”…
Wall Street Journal: “Media Is Right, Don’t Blame Democrats, Republicans Choked”
“And that’s no excuse. Republicans have campaigned for more than seven years on repealing and replacing ObamaCare, and they finally have a President ready to sign it. In the clutch they choked.”
Here’s What Rising Rates Mean For Government, Corporate America, And You
One of the obvious questions as rates begin to rise is this: what happens to government, corporate, and household finances?
Trump’s Message To America: Your Health Care Concerns No Longer Matter To Me
As long as America’s trials and tribulations with regard to health care premiums helped validate one of the campaign promises (“repeal and replace”) that got Trump elected, then great. But the second it became apparent that “repeal and replace” wasn’t going to work…
10Y Treasury Shorts “Aggressively” Cut After Fed Hike, But…
This is important because the latest data is current through Tuesday which means it captures the aftermath of the Fed’s “dovish” hike that sent yields plunging or, more to the point, moved markets against the (very) crowded short Treasury trade.
“Hope”: Health Bill Failure Isn’t Death Knell For Trump Trade, One Bank Says
We’ve said it before and we’ll say it again: one-way bets and crowded trades are
Guess What? The Market Stopped Believing In Tax Reform A Long Time Ago
“Investors have also reduced expectations for the timing and size of tax reform. After outperforming the S&P 500 by 520 bp post-election, our basket of stocks with the highest effective tax rates has given back all of its post-election gains in the last three months.”
Dear America: Why Can’t The Right Seem To Get Its Story Straight?
I don’t know if you’ve noticed, but the alt-Right can’t seem to make up its mind lately…
No More Heroin: Your Visual Guide To The Global Central Bank Exit Plan
A couple of weeks ago, Citi’s Matt King discussed what is perhaps the best reason
Chart Check: “This Should Be Fine”
Yeah, this should work out fine… (Goldman)
How To Exploit The Passive Herd With One Simple Strategy
If you frequent these pages, you’re well acquainted with the concept of passive investing and its rise
One Chart Explains How Much The Health Care Vote Matters For Markets
Ultimately, what the media prints and, in turn, what people read shapes investor psychology. It’s probably fair to say that plastering “Dow Hits 20,000” all over the front pages of national newspapers helped accelerate inflows into popular retail equity vehicles like SPY earlier this year.
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