Trader: We Are Living In A World Of “Consciously Derived Bubbles”

“Where did the feel-good vibe of equities making new highs every day and we’re all getting rich go?”

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Storm Clouds Gather As Trump Headline Risk, Terror Attack Battle Econ Data For Market’s Heart

Well, this market’s mettle is being tested. Again. On Monday evening we got what might fairly be described as the worst kind of double-whammy: a WaPo report containing new revelations about Donald Trump’s attempts to obstruct justice in the Russia probe and a terrorist attack that killed 22 people in Manchester. The knee-jerk risk-off move…

“Sharks In The Sea Of Tranquility” – Looking Ahead

So what did we learn last week? Well, we learned that despite what amounts to an institutionalized policy of suppressing vol, there’s only so much markets can take when it comes to political turmoil. The S&P and the VIX finally met a near-term Waterloo on Wednesday following new revelations regarding what certainly looks like a concerted…

“President’s Day”: Iran Is Voting, Brazil Is Panicking, Trump Is Traveling

It feels quiet in America on Friday morning. Maybe that’s because Donald Trump is leaving the country for eight days. Which means that for more than a week, we can all pretend like this nightmare isn’t real. my plane pic.twitter.com/o7jDiam0vP — Trump Draws (@TrumpDraws) February 3, 2017 But it’s actually quiet overseas as well. There’s…