Rumblings In The East: WSJ Says BoJ Thinking About ‘Massaging’ You

Needless to say, that’s likely to fan the flames in terms of speculation about whether the predictably “boring” BoJ is about to get more exciting and thereby become a source of uncertainty for markets. 


Don’t Kid Yourself: ‘No One Knows How This Will Play Out’

“Therefore, 2018 has the potential to be a substantial tipping point in the supply/demand dynamic.”

Albert Edwards Warns Of ‘Surprise’ From The East, Explains ‘How To Call 10 Of The Last 1 Crashes’

“Many clients we meet are fully invested bears, nervously looking over their shoulder for signals of the next ‘Great Unwind’.”

DACA Schoen: Full Week Ahead Preview

All eyes on (geo)politics. And Canada. Of course.

David Stockman: Here’s Why This Time Is Different

“But that’s not the half of it: Those massive buys were accompanied by a giant amplifier in the form of front-running speculators and arbitragers who hang around the casinos.”

Kitchen Sink.

Everything but…

One Bank Reveals 7 Key Calls For The New Year

But for those interested in trying to “DO SOMETHING” (as opposed to just kicking back and being “actively” passive)…

A Worrying Sign Emerges For Bitcoin

“Bitcoin’s price looks abnormally high if you graph it.”

The Clock Is Ticking: Full Week Ahead Preview

All in all, “no rest for the weary” if you’re a market observer/trader. 

A Truly Contrarian Call

“…it’s about to accelerate. Not only that, the tank is full of gasoline, and the car has been stripped of all the extra weight.”

‘It Is As If Time Had Stood Still’: Basking In The Light Of Goldilocks

“Nothing, it seemed, could upset the future.”

Why This Wind Down Is Different.

Follow the red line…

‘Run Screaming For The Hills’: Presenting The Fallacy Of Disaggregation

“Yet, we would argue that the mere fact that investors fail to spot trouble in a single sector should not be grounds for comfort: the reason why no single sector stands out may be that all the sectors are mispriced.”

‘Rational Exuberance’ – Which Is An Oxymoron

“It has become progressively difficult to say something new.”

Clean Up Your Damn Junk: Full Week Ahead Preview

“This is the big one, Elizabeth!”