Ok, well good news: we’ll get a break from potentially market-moving scheduled events this week.
Author: therealheisenberg
Horsepower: Lessons From ‘An Old Guy With A Tractor’
“I can accomplish amazing things with that untiring, never flagging, hundred-fold leverage. I can also kill myself.”
‘Crash Risk’: Something Doesn’t Add Up Here
Riddle me this, Batman…
Why Can White People Smoke Weed But Black People Can’t?
Volumes have (already) been written about Jeff Sessions’ efforts to plunge America right back down
Chart Of The Day: ‘100% Confident’
So you know… “what could go wrong?”
‘Bobby Three Sticks’ Versus The Pathological Liar: ‘Hustle Bobby’
“We are in for an epic clash between two septuagenarians who both came from wealthy New York families and attended Ivy League schools but couldn’t be more different — the flamboyant flimflam man and the buttoned-down, buttoned-up boy scout.”
This Correlation Just Hit A Record High, But Goldman Says Don’t Worry About Financials
“Buybacks for the largest banks will soar by 45% this year.”
The Case For Long Volatility: Eric Peters ‘Imagines A Historic Reversal’
“Lehman was not a Black Swan. I worked there for seven years and we spent most of them imagining the firm abruptly failing.”
Here’s What The VIX Did During The Last 2 Debt Ceiling Debacles
“…financial markets seems to have given the benefit of the doubt until up to two weeks ahead of the deadline.”
Weekend Satire: Mueller Calls Trump
“He said I was the most innocent person he’d ever come across, and maybe in history.â€
Gundlach Has Total Meltdown, Says Rivals Have Bribed Reporters, Calls Himself ‘Seinfeld’
It’s not paranoia if they’re really out to get you, right Jeff?
This Chart Suggests Folks Are Calling Bullsh*t On The Dollar Rally
Some folks ain’t buyin’ it.
Epic VIX Short Hits New Record, But Is There Trouble Ahead?
“Ok, well it’s time for another edition of ‘interpret that record short VIX positioning.'”
Bloomberg: Mr. Trump, Your Immigration Proposal Is A Dead End
And meanwhile, at Mar-a-Lago…
ANTIFA Vs. ‘Free Speech’ers: Who Are The Real ‘Nazis’ Here?
Methinks maybe the cartoon has the roles reversed…
Newsflash! Black People Aren’t Keeping Whites Out Of College, Rich People Are
“What is essential to understand is that it’s not a vast crowd of black or brown people keeping white Americans out of the colleges of their choice, especially not the working-class white Americans among whom Trump finds his base of support.”
This Was The Worst Week Of 2017 For ‘Bad Breadth’
“When investors pile into the same securities that gain faster than everyone else in an environment of low market breadth, they are going to get spooked.”
Trumpism 3.0â„¢, James Woods, And Someone’s Granddad: A Twitter Odyssey
“The losers are welcome.”
Uh-Oh: Mueller Asks White House To Hand Over Documents In Notable Escalation
For the first time, Mueller and his team have formally asked the White House to produce documents.
Bitcoin-Buying ‘Shoeshine Boys’ & Retail Stock Investors Should Take Note Of This Move…
“If shoeshine boys aren’t giving stock tips these days, it’s because they’re too busy trading the Bitcoin fork.”
Presenting: Jobs And ‘Hope’ Versus The World
“Of course all other data – including housing and real estate, the industrial sector, the personal/household sector and retail & wholesale – generally speaking continue to disappoint.”
Spot The Problem With These Forecasts
There’s just one, tiny problem…
Jobs, Records, & Russians: The Week In Charts
That’s a wrap.
Wall Street Journal: There Is No Saving This President From Himself
“No WH Chaos!â€
Just How Concerned Is America About Trump And Russia? It Depends
“In an earlier post, I explained how polling data on the Russia investigation underscores the degree to which partisanship taints Americans’ assessment of security politics.”
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