“I spoke with my wife this morning. She said, ‘Send your savings to me now.’ I am not panicked but my family are scared,” said John Vincent, an air-conditioning repairman from the Philippines.
Author: therealheisenberg
SocGen Warns: “If It Walks And Talks Like A Bubble, It Probably Is”
“The bursting of a debt bubble in China would have far-reaching negative implications for emerging markets either via the risk sentiment channel or through commodity prices, global growth, and the global supply chain.”
Yeah, So The Fed Is Going To Hike Into A Deflationary Backdrop
“But the inflation data has to be concerning, especially as long term inflation expectations have now completely retraced their post-election increase.”
Trump: Comey A “Coward,” Working People Should Be Happy About Soaring Nasdaq
“Cowardly” Comey and look at that Nasdaq!
“Waiting Time” Sucks: What Is A Vol Seller, Really?
“Dissensus has emerged as a new paradigm – an absolute inability to form consensus across variety of contexts, accompanied with an onset of a breakdown of conventional frames of reference. So, what does one do when no decision can be made? Well, one waits.”
The Best Twitter Responses To Sarah Huckabee Sanders’ “Covfefe” Moment
“Anchor, traffic light. Traffic light, traffic light. Traffic light, anchor. Maps and castles, planes and boats. And almost dead center in the middle of the message: an ancient and pale stone face of Easter Island.”
Yeah, It’s Expensive, But These “Dead-End Policies” Will Make It Even More Expensive
“So what are we thinking here?”…
Kellyanne Conway Outed On Twitter Leaking To WaPo, Mocking Trump, Priebus
“Honestly, what the fuck”…
Goldman Presents: “FOMC Alpha” Or, How To Trade The Fed
“What is perhaps less well known is that a sizable portion of average yearly asset returns is generated on these days.”
Must Read: “The Physics Of Donald Trump”
“Everyone who enters his event horizon begins to not make sense. There is something terminal about coming too close to Trump. The list of casualties who have crossed the point of no return, and became permanently trapped on the other side, is getting longer every day.”
“Goldilocks And The 3 Hikes”
“However, just like in the fairy tale, this perfect scenario is unlikely to last.”
Video: Trump “Didn’t Say That” To Comey. But It’s Fine If He Did. But He Didn’t.
I didn’t say that.
I will tell you that I didn’t say that.
And there’d be nothing wrong if I did say it according to everybody that I’ve read today.
But I did not say that.
Guest Post: Palladium Short Squeeze!!
“You know the problem with fading a 4 standard deviation move? It’s almost always right, but not before it becomes a 6 or 7 standard deviation move…”
It’s Simple: “Buy What They Buy”
“It’s so simple.”
Video: Clapper Says Comey Testimony “Damning” For Trump, President Is “Assaulting” America
“The President himself has undertaken assaults on our institutions.”
Heresy! Goldman Says FANG “Mispriced”, Warns Of “Factormageddon”
“a group of five stocks which have been the key drivers of both the SPX & NDX returns year-to date. This outperformance, driven by secular growth and the death of the reflation narrative, has created positioning extremes, factor crowding and difficult-to-decipher risk narratives.”
Deutsche Bank Presents: An Updated Guide To The Low Vol Regime
“If there was sufficient loss of political support in the US for many of Trump’s policies such that the chance of successful execution falls towards zero, then central banks may need to return to the forefront of the deflation battle. Central Bank support for the economy was starting to lose credibility amongst some investors last year.”
Trump Says “Totally Vindicated” By FBI Director Calling Him Unhinged Liar, Thanks Fox
So on Thursday, James Comey explained what it’s like to work for the mafia. The
Let’s All Laugh At Theresa May’s Enormous Fuck Up: Full UK Election Post-Mortem
“People have said they have quite enough of austerity politics. The PM called this election because she wanted a mandate. Well, the mandate she’s got is lost Conservative seats, lost votes, lost support and lost confidence.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Comey Satire: “I Heard Someone Screaming, And Then A Big Crash”
“The sound was consistent with that of a large object, such as a television set, being thrown through a closed window,†a Secret Service spokesman said.
The Only Brexit Chart You Need…
“What is the EU?”…
“That Bloody Brexit Referendum Fucked Us”: Pound Plunges On UK Election Turmoil
“It is becoming ever clearer that this country was completely fucked by that stupid bloody referendum.”
Comey Takeaway: Sen. Jim Risch Would Make A Terrible Hitman
Boss of family: “I wouldn’t mind if Johnny Roast Beef ended up at the bottom of a river.”Â
Risch: “I’m not sure I get what you’re driving at, sir.”
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