“It’s tempting to craft a narrative that global investors are fleeing the dollar because of U.S. political considerations, and that may well explain some of the greenback’s weakness (after all, the euro’s rally kick-started when the establishment candidate won in France). However…
Author: therealheisenberg
Rubin: Republicans Have Become ‘A Bunch Of Pathetic Whiners’
“This is a pathetic, counterproductive exercise that underscores the sorry state of the GOP.”
‘Hint: Sell This’ – Goldman Reveals What To Do In A Junk Rout
“Equity investors are paying attention”…
As Trump’s Dow Euphoria ‘Goes Parabolic’, Here’s A Chart He Won’t Like
Indeed, bragging about record highs on the Dow has become a favorite pastime of a President whose other leisure activities include berating lawmakers, painting the free press as the enemy of the people, and saying “thank you!” to Twitter bots that he didn’t realize were fake accounts.
One Trader Remembers A Time When Being Bearish As Hell Meant You Were Short
” I can’t imagine telling my trading boss or one of the limited partners that I’m bearish as all get-out. But instead respond to the logical question, “Great, how many are we short?†with, “No, no, I’m long because it’s the only way I can figure out how to make money.â€
Look Out Tech! Goldman Is Back, Warns ‘Low Vol’ Is Not Actually ‘Low Vol’
“Heads up FAANG, or FAAMG, or whatever the hell the acronym is these days.”
Yuan Surges To Strongest Level Since October – Here’s Why
Ok, so you should note that the onshore yuan strengthened past 6.70 for first time since October on Tuesday.Â
A ‘Gradualistic’ Gundlach Says ‘You’re Supposed’ To Be ‘Moving To The Exits’
“I think you’re supposed to be gradualistically moving toward the exits.”
From Russia With Love
“Would those analysts accept the widespread U.S. narrative that Vlad’s program had zero impact on the U.S. vote?”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Art Vandelay Is Calling: China Exports, Imports Miss Badly
See China, like Art Vandelay, is an importer/exporter, “ok?â€
V.P. Satire: Mike Pence Is Going To Be Really Pissed If He Isn’t President Soon
“To tell you the truth, I really thought I’d be President by now.â€
A Visual Update From The Valuation/ Vol. Twilight Zone
“You unlock this door with the key of imagination”…
Trump Says Blumenthal Should ‘Take A Nice Long ‘Nam Vacation’, Thanks ‘Nicole’ The Robot
But one person who doesn’t realize this is Donald Trump – who probably still thinks he has a friend in “Nicole.”
‘Party On Wayne.’ What Could Possibly Go Wrong?
“To be clear, the reason ‘what can possibly go wrong?’ has become such a ubiquitous phrase these days has a lot to do with the fact that this has all become one trade.”Â
‘What Economy Are They Living In?!’ WSJ Blasts Trump’s Immigration Plan
“The larger irony is that by restricting legal immigration Mr. Trump would increase the incentive for more foreigners to cross the border illegally or overstay their visas.”
Ghost Of 1987 Calls As Dow Tracks 9th Consecutive Record Close
So far, so good. But…
Kocherlakota Thinks Congress Should Protect You From People Like Him
“To be sure, this could on occasion prevent the Fed from doing the right thing when Congress is wrong — as it did in 2010. But”…
Folks Are Bullish As Hell On These Currencies
Maybe you noticed.
Let’s All Agree To Decriminalize Hard Drugs, Ok?
“Yet, rolling back prohibitions on harder drugs is likely to bring greater benefits than those produced by the relaxation of marijuana prohibitions precisely because the harder drugs are more dangerous.”
‘Surely’ You Care That Your Returns Will Be ‘Paltry’, Right?!
“Surely that should still be a concern?”
Caution Needed: ‘Draghi In Mirror Is Closer Than He Appears’
“…keep an eye on how Jackson Hole begins to get handicapped as it becomes more imminent. And don’t assume Friday’s CPI is guaranteed to be more of the same.”
Trump Says Blumenthal Is History’s Worst ‘Phony’ Who ‘Cries And Begs Like A Child’
Oh, and Richard Blumenthal is a “phony, Vietnam con artist” who has “lied and/or defrauded voters” more than anyone “in U.S. history” and is in the habit of “crying like a baby” and “begging for forgiveness like a child.”
‘Quantitative Failure’ Crashes The ‘Party’
“It’s important to remember that this is merely a microcosm of the larger dynamic at play across assets and across regions.”
Monday Morning Satire: Notes For The Presidential Babysitter
“This is fine, but we are trying to wean him off it..”
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
‘People Can Get Quite Complacent’: They’re Asleep In Asia Too, By The Way
“The market is not always rational.”
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