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Category: BOJ

The Clock Is Ticking: Full Week Ahead Preview

December 17, 2017December 17, 2017

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

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A Truly Contrarian Call

December 4, 2017December 4, 2017

“…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.”

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

December 4, 2017December 4, 2017

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

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Why This Wind Down Is Different.

November 27, 2017November 27, 2017

Follow the red line…

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

November 22, 2017November 23, 2017

“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.”

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‘Rational Exuberance’ – Which Is An Oxymoron

November 17, 2017November 17, 2017

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

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Clean Up Your Damn Junk: Full Week Ahead Preview

November 12, 2017November 12, 2017

“This is the big one, Elizabeth!”

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A Truly Taxing Day.

November 9, 2017November 9, 2017

Thursday, bloody Thursday.

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Dramatic Plunge In Japanese Stocks Creates Existential Crisis – Peter Pan Summoned

November 9, 2017

Look, everyone needs to give the Nikkei a goddamn break on Thursday, ok?

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23 For 25 Or Simply: ‘Since 1992’

November 7, 2017November 7, 2017

All hail the sacred equity cow.

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‘Spaced Out’: Don’t Bring A Knife To A Gunfight.

November 6, 2017

So what do you do? There are no “good” answers.

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Trick Or Treat.

October 31, 2017October 31, 2017

Boo!

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Everything But The Kitchen Sink: Full Week Ahead Preview

October 29, 2017October 29, 2017

Well, there’s not a lot going on in the week ahead and by that I mean there’s so much going on that you couldn’t plan for it even if you wanted to.

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Should Have Just Gotten Drunk.

October 23, 2017

Anyone home out there?

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Nikkei Ties All-Time Record With Cartoonish 14th Consecutive Gain And Really, Why The Hell Not?

October 20, 2017

Records, like rules, were made to be broken and the Nikkei is one session away from breaking a record. 

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Blood Orgy Of The Central Banker Devils

October 18, 2017October 18, 2017

“These policies, which are also being followed by the other world central banks, will lead to disaster.” 

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‘Good Luck Out There’: Full Week Ahead Preview

October 15, 2017October 15, 2017

Oh, boy. Try to wrap your head around all of this.

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4 Comments on ‘Good Luck Out There’: Full Week Ahead Preview

To Neverland And Beyond.

October 11, 2017October 11, 2017

“… because the idea that what you see in that chart has nothing to do with what you see in the two charts below is clearly ridiculous.”

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Highway To The Danger Zone: Full Week Ahead Preview

October 8, 2017October 8, 2017

Good luck.

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Of Cryptos And Kurodas: A Friday Macro Tourist Odyssey

September 29, 2017

“And before you send me messages how I don’t understand it, don’t forget I was mining bitcoin before most of Wall Street had ever heard of it.”

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‘Tell That To Rain Man’

September 22, 2017September 22, 2017

“Either way, you gotta be super smart to run a country and sell vol. buddy, okay? It’s not easy.”

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Put On Your Chewbacca Socks And Buy This ‘Stock’ For 160% Gain

September 22, 2017September 22, 2017

“Why bother with hedge funds when you can buy the SNB? They print Swiss Francs and invest the proceeds in stocks.”

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Comedy Hour Is Brought To You By: The BoJ

September 21, 2017September 21, 2017

Now if you didn’t know any better, you’d be inclined to think that any dissent as it relates to the BoJ’s lunatic policies would have to be centered around an objection to the inherent recklessness of it all. But that’s if you didn’t know any better…

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Janet. Fed Preview

September 17, 2017September 20, 2017

Good luck out there – your fate rests on the shoulders of a diminutive economist with a pixie cut…

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More Insanity: Nonfunctioning JGB Market Shrugs Off Kuroda

August 25, 2017

Explain this.

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Waiting Game.

August 24, 2017August 24, 2017

Just biding time…

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‘This Is Very Unusual’ – BoJ Plunge Protection Breaks Topix-Yen Link

August 24, 2017August 24, 2017

#Winning???

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Monthly Letters

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To Be Happy

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Hell Or High Fashion

July 3, 2026July 3, 2026

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