“Well today’s get rich quick scheme didn’t work out so great”…
Author: therealheisenberg
One Bank Goes Deep, Finds “The Major Performance Differentiator” For Stocks
Who cares about corporate leverage? Well shit, if you look at high yield spreads as
DB Didn’t Want To Have To Do This, But “Every Day” It’s Something New In China
“This is far from over in our view. Every day we see headlines on new regulations trying to control leverage in different parts of the system.”
“Nazi-Be-Gone” Rally Fizzles As Female Hitler Loss Seen Largely Priced In
Ok, so it’s Monday and France didn’t elect a fascist. So we’ve got that going for
“Big Trouble In Little China” As Yields Hit 22-Month High
So, we’ve talked plenty of late about “big trouble in little China.” (Very) long story,
One Bank Weighs In On The Euro’s “Sell The News” Moment
“The Euro went up a bit, down a bit and ended pretty much where it was last week. It faces two short-term challenges”…
Reflation Is Dead, Long Live Reflation
“Just don’t call it the reflation trade or your portfolio allocation may be misaligned to reality.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“We’re Still Not As Dumb As Americans!” Sunday Night Satire
“We are smarter than the Americans, true, but they have set the bar very low, no?â€
Macron Elected President Of France In Landslide
Like father, like daughter. Crushed.
DB Explains Why Le Pen’s Performance Was “Less Impressive Than The Numbers Suggest”
“The National Front rise is less impressive than these figures suggest.”
Wall Street Weighs In On Macron Win
“And since we believe a Macron presidency has been embedded in market pricing since then, we do not expect his victory in today’s run-off to have a significant impact on markets from tomorrow.”
European Leaders Cheer Macron’s Victory Over Le Pen
The relief is palpable…
Banksy Does Brexit
The one and only…
Barclays Tells You What To Expect If Macron Wins
Assuming Macron does indeed carry the day, here are the two possible scenarios and what to expect, according to Barclays…
Gulf Stocks Tumble, Kuwait Plunges As Oil Bull Thesis “Obliterated”
“Do you see what happens Larry?!”
“10 Charts That Tell It All” For Retail
The only annoying words we’ve included are those necessary to explain the pretty pictures. You’re welcome.
Fair-Weather Friends In Junk
In other words, they’re around when you don’t need them and not so much when you do…
Sunday Chart Check: “Diversification”
“The market value of iShares 20+ Year Treasury Bond vs. Vanguard Total Stock Market ETF hit a 3-year low in March 2017.”
#MACRONLEAKS Tied To RT-, Sputnik-Linked Twitter Accounts, Alt-Right “Jack”Ass
“DFRLab tracked the onset of the campaign to the Twitter account of Jack Posobiec. They also include @Languillem, which in March was the most active amplifier of Kremlin outlets RT and Sputnik in French, as the DFRLab has reported.”
Only A “Black Swan” Can Stop Me Now!
“So what would it take to upset this perfect equilibrium? Something the market is not expecting, something completely out of left field, an unknown unknown”…
A “Useful Maxim” Before “It All Goes Horribly Wrong”
Hedging is so last … ummm… decade?
2 Charts Show How Confident The Market Is In Sunday’s “Sure Thing”
There are a number of different visuals you can look at to see how confident this market truly is, but one of the most straightforward ways to assess the situation is simply to look at…
“Even Crack Dealers Wouldn’t Be Ok With This” – 4X ETFs And The Idiot Tax
“That’s fine, but if it really is the pros doing the trading in this, why not make them futures (with the requisite risk disclosures?) Why give grannies and dentists the chance to dabble with compounding risks that they almost certainly don’t understand?”
Deutsche Bank Explains How You Can Get Off Citi’s “Sketchy” People List
“While the correlation between the level of equities and data surprises in short periods can be strong as it has been recently, the longer the sample the weaker it is as the trend in equities dominates.”
The FCC Is Mad At Stephen Colbert For Calling Trump’s Mouth A “Putin Cock Holster”
“You talk like a sign language gorilla who got hit in the head.”
A Glaring Disconnect Or, The Most Important Thing You’ll Read All Day
“There are a couple of ways in which these disconnects can be resolved. But until they are, global central banks need to tread warily. One resolution is of course equities retreat and yields decline, recognizing the dearth of liquidity. “
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