“You could view that as bullish. The net speculative length is so low now that they’re going to start putting money back into the market.”
Author: therealheisenberg
Here Are BofAML’s 4 Reasons To Worry About Risk Assets
“As good as it gets?”
Glass-Steagall 2.0? Analysts Weigh In
“Still, it’s a mistake for investors to dismiss the threat”…
Like Trump, Janet Yellen Is Preparing Ill-Advised “Preemptive Strikes”
“What if progress on core PCE is more limited despite labor market overheating, and the Fed’s dual mandate dilemma persists?”
“You’re Dismissed”: Here’s How Markets Are Feeling About Sunday’s Big Event
Call it overconfidence if you want, but the “win” for the pollsters in the first
One Analyst Says Earnings Season Puts US Stocks In “Dangerous Territory”
“But US equities are known to be expensive and with the likes of Alphabet and Facebook relative strength indices (RSI), “to name but two stocksâ€, rarely this overbought, this could leave many US equities vulnerable once the reporting season ends in a couple of weeks time.”
It’s Tuesday And Some Folks In Europe Are Doing Some Manufacturing!
Ok, let’s see… It’s Tuesday and there’s some European PMI data you should note. Because
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Buy It All Dammit.
But it all, goddammit. Buy it all.
Monday Night Read: One Chart And Some “Hard” Thoughts On “Soft” Data
Right, so if you have a fragile ego and are the type of person who
‘Liz Warren: Obama, Trump, Washington Are “Blind,” Americans Are “Getting Kicked In The Teeth”
“I think President Obama, like many others in both parties, talks about a set of big national statistics that look shiny and great but increasingly have giant blind spots.”
How The Fed Killed The Fed Trade
“It is often the case that simply identifying a market anomaly can eliminate it as arbitrageurs take advantage of the perceived opportunity.”
1 “Smart Cookie” & 5 Absurd Monday Trump Headlines
You know, sometimes you just have to laugh and Monday is undoubtedly one of those times.
Long Jesus: For Only 6 Times The Cost, You Can Be A “Biblically Responsible” Investor
Oh, Jesus Christ. Literally. So over the weekend, we ruffled some feathers both here and
Trump Cites Often Overlooked Andrew Jackson Quote About Civil War
He was really angry that he saw what was happening with regard to the Civil War. He said, “There’s no reason for this.â€
“Milking” The Presidency
Nothing says “presidential” like…
“Turkish Delight”: This Hasn’t Happened Since October 2013
Now I don’t know why, but a whole lot of people have gotten it in
Is This The Point Of No Return For Retail? One Bank Answers
A model for whether enough potential weakness is already priced into valuations suggests that there is likely downside even in a stable market environment and room for significant underperformance in a recession.”
“America, Fuck Yeah!” Congress Thinks Funding Government May Be Good Idea After All
Last week, it was starting to look like traders had reached peak negativity with regard
Teachers Demand Anonymity Before Talking About Singing Happy Birthday To Melania Trump
“The participants agreed to speak only on the condition of anonymity because they said they fear Trump addressing them on Twitter or press secretary Sean Spicer bringing them up at a daily briefing.”
Monday Morning Humor: “No Rush”
Compare and contrast…
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Fed, Jobs, & France: Full Week Ahead Preview
Ok, so who’s ready for next week? That’s right, today’s Sunday which means tomorrow is
Sunday Humor: “None Shall Pass (Through)”
“Come Patsy”…
Video: Priebus Says Trump May Change Libel Laws To Punish Media
“Whether this gets executed is a different story”…
Poof, It’s Gone! Specs Cover Treasury Short, Now Most Long 10Y Since 2008
If ever there were a sign that the market is fading the reflation narrative or
You must be logged in to post a comment.