“Hold my hand.”
“No.”
Author: therealheisenberg
Guest Post: A Bearish Positive Carry Trade
“This has long been one of my favourite trades, and even though it has moved my way, I am not taking any off. In fact, now that it is working, I probably should be adding…”
Constitutional Crises Are For “Day-Trading Gladiators”
Well, Cameron Crise is out with his latest daily missive and methinks he’s falling into
The 12 Labors Of Nassim: Taleb “Plants ~300 Trees” En Route To Phoenician Exile
When last we checked in on our hero Nassim Taleb, he was gracing SALT with
One Trader Is Disgusted That You Bought The Terrorist Dip
“I thought the market reaction to the bombing in Manchester was appalling. And an indictment of a system that rewards, time and again, through official reaction functions, utter callousness and obliviousness to events. Everything may have become a buy-the-dip opportunity. But it shouldn’t be. It’s why nothing ever changes.”
Video: Trump Tells Israelis He “Just Got Back From Mideast”
You’d be forgiven for being in a shitty mood on Tuesday morning. After all, someone
Storm Clouds Gather As Trump Headline Risk, Terror Attack Battle Econ Data For Market’s Heart
Well, this market’s mettle is being tested. Again. On Monday evening we got what might
Here Is The Only Bullish Argument For Stocks That Matters
“They can’t profitably have it both ways. Either central banks have not changed the game and the bearish historical models will work, or central banks have altered market dynamics, in which there’s no point referencing rules to the old game as an excuse to sell.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Feed Your “VIX-ation” – Rocky’s Back To Answer All Your VIX Questions
Market participants are suffering from (or maybe “relishing in” is better) a veritable “VIX-ation.” Why
Yen Jumps As WaPo Trump Story, Concert Explosion Trigger Risk-Off Move
We’re seeing a flight-to-safety bid amid suggestions that Donald Trump might have tried to rope two top
Trump Asked Top Intel Chiefs If Maybe They’d Like To Obstruct Some Justice With Him
“President Trump asked two of the nation’s top intelligence officials in March to help him push back against an FBI investigation into possible coordination between his campaign and the Russian government, according to current and former officials.”
Wilbur Ross Marvels At Lack Of Protests In Saudi Arabia, Wooed By “Gigantic Bushels Of Dates”
“Not one guy with a bad placard.â€
Monday Satire: America Changes Its Mind On Travel Ban From Muslim Countries
“In a notable shift of public opinion, a substantial majority of Americans now favor a travel ban on a person who has recently visited a Muslim country, a new poll shows.”
Monday Humor: Flynn Last Year On Taking The 5th
“Unbelievable.”
An “Emerging” Disaster Or “Carry” On? You Decide
We’ve said for quite some time now that it probably isn’t entirely rational to think that
Video: Trump Accidentally Confirms Leaking Israeli ISIS Intel To Russians
“I never said the word ‘Israel.'”
“If VIX Can Do It…” – One Bank Asks If IG Credit Is A Sure Bet “Cheap Short”
“Has the so-called floor for IG risen since 2014? And if it has, does it represent a cheap short at these levels?”
“1, 2, 3, 4… FIF!!” Mike Flynn Pulls A Chappelle, Pleads The 5th
We already knew Mike Flynn had nothing to hide about the Trump administration’s ties to Moscow
Brazil’s Black Swan In Context: Another “Since The Crisis” Moment
The President appeals to Supreme Court to suspend investigation on him. No, that’s not breaking news
“Here Today, Gone Tomorrow,” One Trader Indicts A “Sheep-Like, Cynical” Market
“Last week it was, U.S. is cratering, the legislative agenda is dead, China is tightening at a dangerous rate and Brazil will take down the emerging market complex. So far today, and it’s only Monday, global growth is accelerating, corporate profits are great, China knows exactly when to ease off the decelerator, PMIs are a source of strength not worry.”
This Hasn’t Happened Since 2007
So a lot of folks have observed that if you’re looking for a reason to
The Air Conditioning Is Broken, So Sell Stocks, Buy Bonds
Were you looking for an excuse to move out of nosebleed equities and into something
“Thy Orb And Thy Staff They Comfort Me”: “Risk Feels A Bit Better Today!”
Yea, though we walk through the valley of the shadow of death, we will fear no geopolitical tail risk: for Donald Trump art with us; thy orb and thy staff they comfort me…
Trader: The “Goldilocks Environment For Equities Is Here For A Long While Yet”
“This isn’t a short-term signal, but it does suggest that the long- term Goldilocks environment for equities is here for a long while yet.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
This Is A Bubble
Ok look, I know we’ve said this over and over. But the evidence just keeps
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