The great thing about the bottom line is that you can “fake it ’til you
Author: therealheisenberg
More Wednesday Humor (“Brexiteers”)
“He’s lying to you”…
Wednesday Humor (“Stuck In The Middle With You”)
Damn, Jared. Tough spot.
Chart Check (Contrarian Indicator Double Feature)
Overly optimistic?
FEER-mongering
Tuesday’s most read post, oddly, was this one: “Trump’s Idiot Trade Czar Tanks Dollar With
One Bank Warns: “Bad Trump Dominates The News”
But as far as markets are concerned, the new administration’s FX policy is just as crazy. In fact, that statement is itself crazy. That is, the fact that the new administration has a discernible “FX policy” is nuts. And this isn’t some “well it would be nice if…” kind of thing.
Yields, Dollar Jump On Giant ADP Beat
Expect a Trump tweet soon…
Chart Check: Cross-“Ass”et Correlation
Nomination uncertainty around the corner…
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Daily Kickstart (Fed, Dollar In Focus As Global PMIs, iPhones Boost Sentiment)
Quite a lot of people seem to be hanging their hats on Wednesday’s Fed statement
Chart Check: Peak Complacency?
Going global…
Tuesday Humor (Clownin’ Trump)
“Respect my authoritahhh!”
Surprise! Markets Can Go Down Too!
“Nowadays, we have markets that have gone up or markets that have crashed. When they rise, the powers-that-be are doing their jobs and investors are getting their just rewards. When they go down, everyone just got their pockets picked.”
Trader: “Markets Are Sleep-Walking Into Disaster” As Trump Becomes “Autocrat”
“Trump is doubling down on his hardline autocratic approach, ensuring that markets won’t be able to overlook the implications of his immigration order. U.S. equities look worryingly vulnerable.”
I Admire The Man, But He’s No Philosopher – And He’s No Political Scientist Either
I really didn’t want to have to do this…
Trump’s Idiot Trade Czar Tanks Dollar With Absurd Attack On Germany
One wonders if Navarro’s comments might just reflect the political biases of Steve Bannon, whose Breitbart News has been fanning the populist flames in Europe for years in an apparent effort to bolster the prospects of nationalist politicians in France, the Netherlands, and yes, Germany.
Key Calls: Goldman Reiterates Long Commodities Bias
“While this return is nearly twice the equity market and suggests markets have already priced in much of the reflation theme for 2017, we do believe there is still upside from here of c.5%”
Trump’s Attorney General Pick Once Told Attorney General Trump Just Fired To “Say No” To President
“You have to watch out because people will be asking you to do things you just need to say ‘no’ about.”
This Is Your Brain On Cross-Asset Correlations
If you’re a regular reader (and let’s face it, why wouldn’t you be?) you know I talk quite a bit about cross-asset correlations and volatility…
Key Calls (Tuesday): Upgrades, Downgrades, & Initiations
Are your stocks on the list?
Daily Kickstart (Trump Trainwreck Overshadows BoJ, Eurozone Inflation, GDP)
Well, this is officially a f*cking trainwreck. As you’re probably aware by now, President Trump
The Debacle Continues: Justice Dept. Refuses To Defend Trump Order
“As long as I’m acting Attorney General, the DoJ will not present arguments in defense of the Executive Order.”
He Pulled A Fonzie. He Jumped The Shark
“It ‘seems’ that the discombobulated implementation of Trump’s immigration orders has ‘furthered’ the market concerns”…
One Bank Tells You How To Hedge Downside Equity Risk
But Monday felt anything but “healthy.” There was nothing cathartic about it.
Too Much Of A Bad Thing?
Ok, so Monday was the worst day of the year for stocks. That would seem to
“Brand USA” Has Suffered Irreparable Damage: One Trader Sounds Off
“With a few hasty pen scratches, Trump has confirmed that he is impulsive and liable to act without concern for convention or precedent or, it seems, the law. At the margin, the premium for U.S. assets will now be eroded.”
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