K.I.T.
Category: commodities
Down $3.8 Billion Already, Deripaska Will Fight To The Bitter End – Aluminum Jumps
As a reminder, this has already cost Deripaska nearly $4 billion in personal wealth.
Bad Things Come In 3s.
This was just the kind of day that makes you dread the rest of the week.
Treasury May Drop Rusal Sanctions If Someone Says ‘Please’ – Aluminum Drops
I wonder if anyone told Nikki Haley or whether she’s still “confused”…
Around The World In 1,200 Words: Full Week Ahead Preview
As usual, lots on the docket.
Strategery.
Aaaand that’s the week, folks.
A Bit Of Confusion.
Well, that was interesting.
Commodities Rally Accelerates, Rusal Now Forced To Rent Space To Store Aluminum Stockpile
“The world is upside down.”
Breaking The Bank.
Beleaguered banks, commodities on the come up, golf, the usual…
‘Oh, My God’: Full Week Ahead Preview
Plenty to fret about (and laugh at).
Slime Balls, Animals And Lawyers, Oh My!
All you can do is laugh.
Why One Bank Thinks The Narrative And Current Positioning Are ‘Fraught With Risk’
“Typically when positions are as large as they are currently, the risk is that if the prevailing narrative of the time does not play out perfectly, violent reversals will ensue.”
‘We Lost $1.72 Billion This Morning Alone’: ‘Devastated’ Soybean Farmers Lash Out At Trump
“That unfortunately doesn’t lend any comfort to the hundreds of thousands of soybean farmers who will be affected by these tariffs. This is no longer a hypothetical, and a 25 percent tariff on U.S. soybeans into China will have a devastating effect on every soybean farmer in America.”
Release The Soybean Tariff Kraken!
This is a real kick in the balls for Trump – and possibly for Chinese consumers, depending on how it pans out.
Here’s Why U.S. Equity Losses Are ‘Far From Over’ (And Why It Should Be Fine In The Long-Term)
After Monday’s rout on Wall Street, the same people who were asking if the near-term pain was behind us as stocks rallied into quarter end last Thursday will probably be tempted to ask something similar on Tuesday assuming the bottom doesn’t fall out immediately.Â
What If China Rolls Over? Lessons From Japan
“I would have never guessed that Japan’s commodity usage held up so strongly following the bursting of their financial bubble.”
Moody’s: ‘March Is Off To A Horrible Start, Tariffs Warn Of Even Faster Price Inflation’
“Do not be surprised if a very adverse reaction by financial markets forces the administration to reconsider the tariff proposals.”
Trader: ‘There Is One Asset That’s As Cheap As It’s Ever Been’
“Cries of that awful acronym TINA ring through the halls of investment houses as clients take a big gulp and write blue tickets – despite the lofty prices. After all, everything is dear and their retirement still needs to funded.”
Goldman Is ‘The Most Bullish In A Decade’ On Commodities
“…the environment for investing in commodities is the best since 2004-2008.”
Goldman’s Commodity Revenue Plunges 75% To All-Time Low (Maybe Fire Up That Crypto Desk, Lloyd)
That’s some rough shit right there, and it underscores just how dire the situation had become when the bank embarked on an effort to turn things around after an abysmal Q2 performance.Â
Cities Upon Hills And Castles In The Sky.
Thank God it’s Friday.
‘Tremendous Benefits’: Full Week Ahead Preview
Ok, who’s ready to grab the new week by the…
‘What Goes Up’: Everything.
And you know what they say about “what goes up”…
Requiem For 2017: The Year In Charts
Cheers to you in the new year…
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