So the only question here is this: “what does Goldman think?”Â
Not really, but in case that is a question you were asking yourself…
Author: therealheisenberg
Wait, What? The Crowd Sometimes Gets It Right?
“After all, something is straight up on a stick, speculative positioning is at extreme levels – of course I am going to be an idiot and try to short it.”
‘Tantrum Risk’ In 2 Charts
Call that “the case of the disappearing diversification.”
Or just call it “rising tantrum risk.”
Dear Fox News: You Are America’s Only Hope…
“The only authoritative voice in Trump’s divided America is the voice that helped drive us apart in the first place.”
Trump Considers Replacing ‘Beleaguered’ Sessions With Rudolph Giuliani: Axios
“President Trump is so unhappy with Attorney General Jeff Sessions that he has raised the possibility of bringing back Rudolph Giuliani to head the Justice Department.”
There’s ‘A Name For That’: ‘Dictator’
“You can’t — and no court is going to rule otherwise.”
Trader: Is Yellen Trying To Drive Up Ticket Prices For Jackson Hole?!
“It’s almost as if we are stuck in neutral because they don’t want to harm the excitement of Jackson Hole. Will ticket prices decline if they don’t get to premier the hottest release?”
Jared Kushner Issues Statement, Promises He Didn’t Commit Treason
“I did not collude, nor know of anyone else in the campaign who colluded, with any foreign government.”
SocGen Asks: ‘Will Euro Strength Kill The Eurozone Profit Recovery?’
“Europe was the standout region last week, with losses across most countries with the exception of The UK, Norway and The Netherlands. MSCI Eurozone lost 2.0% during the week, nearly all accounted for by the strengthening euro. In US dollar terms the index was down just 0.2%.”
Pay Attention! DAX Under Pressure Again As Automakers Plunge, Euro Weighs
Well, the fallout from Friday’s blockbuster automaker collusion report continues for Daimler AG, Volkswagen, and BMW. You’ll
‘Chances Trump Gets Anything Done Are Nil’: Dollar Sinks To 5-Week Low Against Yen
“The chances of Trump getting any of his campaign promises through in the foreseeable future are almost nil, so the Trump trade is dead for this year, and likely next.”
Oil Bounces Off Lows, Spikes On Saudi ‘Deep Cut’ Headline
AL-FALIH: SEES SAUDI DEEP CUT INÂ AUGUST
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
‘Well What If There Is No Tomorrow?’: Fed, Kushner, And Full Week Ahead Preview
Ok, it’s Sunday evening at HR, and you know what that means…
Even If Trump Could Pardon Himself, Should He?
“In 1915, the Supreme Court decided in Burdick v. United States that a pardon “carries an imputation of guilt and acceptance of a confession of it.”
A 3-Word Explanation For Desperate Dollar Doldrums
Judging by my inbox, there are at least four readers who did not appreciate my three-word explanation for why the dollar is in the doldrums.Â
Constitutional Crisis, Here We Come?
“He can’t be fired just because the president is worried about what he might find. But he can be removed if he violates department regulations — which made Trump’s use of the word “violation†intriguing.”
A Market Reality Check: Here Are Some Idiot-Proof Charts
Reality check courtesy of the simplest charts imaginable.
What’s It Like To Be Robert Mueller?
“While the new head of Trump’s personal legal team, John Dowd, has denied any discussion of the pardon power within the White House, the Post writes that both the president and his lawyers have inquired about Trump’s ability to pardon aides, family members, and himself.”
Tech Or Financials, Which Sector Will Outperform? Goldman Answers
“After many years of consistently high return correlation, the Financials and Information Technology sectors have posted significantly divergent performances twice during the past nine months.”
Welcome To The Scaramucci Propaganda Era
“In his mind, reporters do not exist to press him for answers on behalf of the American people but to communicate whatever message Trump chooses to give the American public.”
The Swarm Effect
“You can say no, but it is inconsequential.”
NY Times Rips Sean Spicer In Brutal Send Off
Oh, Sean Spicer, our four-Pinocchio press secretary, is this the end? We know we are not supposed to “just yell out questions,†but rather “raise our hands like big boys and girls,†but is it really, truly over?
‘The Risk Has Risen’: When Will Oil Prices Matter For Junk?
“In our view, the bar remains high for oil prices to become the main directional driver of HY spreads but the risk has risen.”
Gradually And Then Suddenly
“But, hey, we’re hitting our numbers just fine as it stands and, if you hadn’t noticed, our stock price hit a new high yesterday. Why mess up a good thing?”
Your Tails Aren’t As Fat This Week…
“…conversely declining vol of vol relative to vol, as we are seeing now, implies lower tail risks for the given present level of volatility.”
Wall Street Journal Blasts Jeff Sessions: ‘He’s Giving Law Enforcement A License To Steal’
“Taking property from citizens who have been convicted of no crime is constitutionally dubious.”
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