Ok, so as detailed earlier this morning, the first thing you should note about the
Author: therealheisenberg
Confused About Trump’s Tax Plan? Goldman Has Your Back With A Handy Q&A
“This suggests that tax legislation is unlikely to become law before Q4 2017. While enactment shortly before year-end is a clear possibility, we believe it is more likely to become law in Q1 2018.”
ECB Stays Put Following French Election
ECB LEAVES DEPOSIT FACILITY RATE UNCHANGED AT -0.4%
Fun Times: NAFTA Never Mind From Trump Makes CAD, MXN Jump
“It is my privilege to bring NAFTA up to date through renegotiation,” Trump said, adding that he “believes that the end result will make all three countries stronger and better.”
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
BofA’s Shocking Admission: Here’s What Saved Us From “The Recession That Wasn’t”
“By nearly every measure – earnings, revenue, spreads, lending conditions and access to capital markets – the macro environment was one that was suggestive of negative GDP growth”…
Guest Post: Tough Day To Be Canadian
“It doesn’t really matter. For a while, investors will assume the rot spreads deeper than just one company. The entire Canadian real estate sector will now be guilty until proven innocent.”
“Flashpoints”: One Slide Sums Up Trump’s Key Geopolitical Hurdles
I’ve been a broken record when it comes to suggesting that geopolitics will become an increasingly important
Trump Goes Full-Autocrat: “I’m Absolutely Looking At Breaking Up 9th Circuit”
Oh, dear God. So remember all those times we warned that Donald Trump seemed like
How Long Can This Last? One Simple Reason To Favor Overseas Stocks Vs The S&P
It’s past the closing bell on the east coast which means most people have already decided to stop thinking for the day, so rather than run through the entire list, how about one easy chart?…
Trump’s “Phenomenal,” “Massive,” Tax Plan: Main Points
Well, here it is. A proposal. You decide how “phenomenal,” “massive,” “bigly,” etc. it is and, more importantly, how likely it is to fly on Capitol Hill.
United In More Trouble As “Simon” The Giant Bunny Dies On The Way To O’Hare
“Simon had a vet’s check-up three hours before the flight and was fit as a fiddle.”
Video: “I Am The Candidate!” Le Pen “Ambushes” Macron In Hometown
“I am the candidate, above all, for the French people who do not want to be stripped of their jobs, of their purchasing power and who do not want to be put in unfair competition with low-cost countries.”
“You’re Making It Weird”: Washington Baffled By Trump’s Correspondents’ Dinner Shenanigans
“But for him to stage a competing event — we just can’t even have our dinner? We just can’t even do that?â€
One Analyst Compared US Stocks To European Stocks – Here’s What He Found
So one of the things we (and others) noted going into the first round of
Just Ignore This Chart
“The post-election rise in expectations for year-ahead returns has materially outpaced their relatively sober assessments of valuation.”
If You Believe This “Soft” Data Point, The US Economy Is Growing At 7%!
Don’t forget to laugh.
Today’s Word Is “Bigly”: Here Comes Trump’s Terrific, Tremendous, Tax Plan
Today’s word is “bigly.” No wait, “phenomenal.” No wait, “massive.” Yeah, that’s it. “Massive.” All
Trading Trump’s Tax Plan: Buy … Euros?
“Trump’s expected announcement on his long-awaited tax plan Wednesday does little to boost dollar-long appetite, as bets turn clearly euro bullish.”
Trader: Just Admit It, You’re Going To Buy No Matter What He Says
“It’ll just be a matter of how long it takes to work out which part of Trump’s proposal will justify that move after the fact.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Alex Jones Is Pissed At Yogurt: Chobani Sues InfoWars For Defamation
It just gets worse and worse – and funnier and funnier.
One Day, You’ll Realize Why These Charts Matter
You can file the charts shown above away in the “extremely useful information to have at your disposal” folder and we would be willing to bet you’ll find yourself referring back to them sooner or later.
Want A Reason To “Sell In May”? Here’s One
Remember China? It’s a big country that’s somewhere near Sweden I think. No but seriously,
When Shorting Small-Caps Goes (Horribly) Wrong
Here’s some Tuesday afternoon humor for you. So the latest CFTC positioning data (out last
Were You “Born Yesterday”? Mexico Ain’t Payin’ For That Damn Wall, America
“Let me ask a question of all you small-business owners out there.”
The ECB Is Getting Really Good At Leaking Shit To Reuters
“Some or all the references to prevailing downside risks to the outlook, to the possibility of further rate cuts or to larger asset purchases may be taken out, the sources said.”
You must be logged in to post a comment.