Here we are, one day after the Fed and people are still trying to decide
Author: therealheisenberg
Having Conquered FAAMG, Goldman Takes On BAT (Baidu, Alibaba, Tencent)
Last Thursday, Goldman’s prop desk decided they needed a lower entry point for the tech
Nassim Taleb Drinks “Genghis Khan’s Champagne,” Eats A Horse, Becomes Grassland Warrior
But gettin’ all tanked up on Genghis’ horse juice doesn’t, in and of itself, make you a certified “Steppe fighter”…
Trader: We’re Playing Tug-Of-War With A Starfish And There’s A “Reptilian Aura” To It
“Anyone who claims to know how this populism, saber-rattling and scandals will play out is fooling you as well as themselves.”
China Didn’t Pull The Trigger: Here’s Why
Yesterday, we suggested that the most important question wasn’t whether the Fed would put a
A Frustrated Trump Addresses Obstruction Investigation: “Nice”
So Donald Trump is being investigated for obstruction of justice. If you somehow missed that
The Day After: Yellen’s Big Mistake
So here we are, the day after a Fed hike that was supposed to (and
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Beware “The Shanghai Death Cross”
Is it about to get worse?
“Euphoria”: I’m Lovin’ It
Although “posthumous equine abuse” isn’t something we’d list under “interests” if we were say, signing up for a dating site, we don’t mind engaging in it if we think doing so might drive home a particularly important point.
WaPo: Trump Now Under Investigation For Obstruction Of Justice
Well, if Donald Trump didn’t want to fire special counsel Robert Mueller, he goddamn sure
Forget The Fed: These Are Wednesday’s Most Important Numbers
First thing Wednesday morning, before the abysmal data deluge hit in the US and before
“Alt-Right Makeover”: Making Hate Cool Again
“Among those who demonize others, I just don’t seem to fit in”…
Traders, Analysts “A Bit Surprised” Yellen Wasn’t More Dovish
“This has apparently come as a bit of a surprise to a market that had greeted this morning’s CPI report as potentially a ‘game changer.â€
In Jeff Sessions’ Office, “A Black” Is Never, Ever Called “Boy”
“‘Boy’ is a reprehensible term to use to describe a black man in the South. Because of the history of that term, I have never used the word ‘boy’ to describe a black, nor would I tolerate it in my office.”
Fed Hikes Rates: Redline And Full Highlights
FED MAINTAINS BALANCE SHEET REINVESTMENT, LAYS OUT UNWIND PLAN
FED RAISES TARGET RANGE FOR FEDERAL FUNDS RATE TO 1%-1.25%
FED SAYS IT EXPECTS TO START SHRINKING BALANCE SHEET THIS YEAR
FED SAYS IT’S `MONITORING INFLATION DEVELOPMENTS CLOSELY’
FED RAISES RATES, MAINTAINS FORECAST FOR ONE MORE HIKE IN 2017
Call Janet Yellen A Dove One More Time…
“The bond market is speaking, but most aren’t listening. It is telling us that Yellen is tightening too quickly. Or at least, she is by no means anywhere near as easy as the popular narrative.”
A Furious Jeff Gundlach Asks: Is Jim Cramer A Spreader Of “Fake News” Or Just An Idiot?
Jim Cramer has been “truth”-ed.
The Big Question: Will China Hike Tonight Following The Fed?
“This time may be different”…
Now They’ll Be More Dovish: Goldman Tweaks Fed Outlook After CPI Miss
“We now expect the FOMC statement to include a stronger acknowledgement of the recent soft inflation data, and our expectations for the Summary of Economic Projections have become incrementally more dovish.”
When To Go “Bear Hunting” In Bonds
“I’ll be focusing on that 2H pricing for clues as to when the odds are good to step in front of the raging bond bull — and when it’s a good time to go bear hunting.”
Trader: You’re A Frog In Slowly Boiling Water
“Ask anyone and you’ll hear they hate stocks and hate bonds – – and own oodles of both.”
Gold Surges After Dismal Data; Do You Like Your Rate Hikes Dovish?
They better figure out how to make this hike extra dovish.
Trader: You’re Going To Regret Putting A Gun To Janet Yellen’s Head
“The economy may be doing fine and asset prices are roaring. As this column has discussed previously, inflation targeting is perhaps outdated monetary policy — but as long as that is still officially the goal, tightening tonight will soon be perceived as a potential mistake.”
Before The Fed: China?! “An Illegal Siege” On Qatar! Crude Carnage. Oh, My.
Yeah, so this afternoon the Fed will almost surely hike and folks will be looking
Don’t Get “Cho’d”: Barclays Upgrades, Downgrades Stock On Same Day
“Cho did not immediately respond to an email and phone call seeking comment.”
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