As we said earlier, “not a creature was stirring” over night. Or, put differently, “it’s
Author: therealheisenberg
Trump Trade In Focus: All Eyes On Healthcare Bill As Yellen Lurks In Background
It’s do or die for the reflation narrative.
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Introducing The “Fiscal Option” Or, How To Goal Seek S&P 2,525
In terms of timing, Tuesday probably wasn’t the best day to be out setting optimistic S&P targets,
Wall Street Journal: “America May Conclude Donald Trump Is Fake President”
“Two months into his Presidency, Gallup has Mr. Trump’s approval rating at 39%. No doubt Mr. Trump considers that fake news, but if he doesn’t show more respect for the truth most Americans may conclude he’s a fake President.”
I’m No Chart Whiz, But About That Whole Reflation Thing…
Reflation frustration?
Trump Feels “Vindicated” By Nunes: Why That’s Absurd In 1 Quick Story
I’m going to tell you a quick story to (hopefully) prove a point. Some will get it, some won’t. C’est la vie.
Stocks Versus Bonds: “Old Normal Vs. New Normal”
Ok so as you think about yields and equities and what to expect going forward
Oil Gets (More) Bad News – Meanwhile, Fitch Says Saudis Will Be Bankrupt Any Day Now
Aaaaand the deflationary impulse “builds” – literally. EIA data out this morning confirms what Tuesday’s API
Auto Deflation Arrives: GM “Aggressive Discounting” Raises “Clear Cyclical Concerns”
“We’ve noted individual automakers increasingly engaged in aggressive discounting. GM is suddenly standing out in this regard with incentives up $1,350 per vehicle.”
Rex Tillerson “Doesn’t Want” To Be Secretary Of State – Which Is Fine, Because Jared Kushner Does
“I didn’t want this job. My wife told me I’m supposed to do this.â€
These Charts Say We May Be Long Overdue For A “Flight To Safety” Episode
As explained in these pages exhaustively, last month’s “Holy Schatz” moment that saw the front
“Some Folks Missed Payments”: There’s A Storm Brewing In China
Some folks missed some payments. In the wake of the PBoC’s move to implement a
Kolanovic: Tuesday Was “No Surprise,” Should “Not Be Fitted To Political Narrative”
“While we don’t want to minimize the impact of political developments, today’s move was primarily technical and should not be fitted into a political narrative (which in fact was neutral between developments in France and US).”
Stock Selloff Goes Global
Investors “needed a good reason to take profit, and here it is.”
“Death By A Thousand Cuts”
“The market didn’t collapse. It went down. In the scheme of life, this is nothing. On the other hand, death by a thousand cuts has to be acknowledged at some point. “
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Trader: Don’t Worry, Be Happy – But Remember That Donald Trump Sucks
“Trump’s attacks on free trade and a lack of cohesive economic policy may be doing severe and permanent damage to brand U.S.A., and I frequently reiterate the long-term bearish dollar arguments, but a few weeks of risk aversion shouldn’t prompt panic or concern for the macro investor.”
“Equities Blinked”: One Bank Warns “We’ll See More Days Like This”
“It is not yet clear whether this warrants a tactically more defensive stance on credit. But volatility should be higher and we should see more days like this.”
Low “Bar”: Gorsuch Admits Trump’s Attacks On Judges Are Probably Bad
“Anyone is anyone”…
Full Retard: Drexel Hamilton Says Buy Snapchat For 50% Upside
Snap is a “platform for the imaginationâ€!
“This Is No Different” From 1987: Is Marko Kolanovic Right?
“When an institution allocates to a momentum strategy in the hope of cushioning itself from stock market downdraughts it is really commissioning someone to sell stocks on its behalf into a falling market.”
White House On Stocks: Then Versus Now
Then versus now…
“This Is Not A Tail Event”: A Subtle Reminder About Stock Market Mayhem
It happens more often than you think…
Investors Proper “FRAC”ed As “PUMP” Dumps
Let me tell you something you might not have known. Now is the time to
“Another Plank” Supporting The Dollar Has Been Removed
With the broad dollar sinking… …and the euro hitting six week highs (well on its
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