DACA Schoen: Full Week Ahead Preview

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


The World’s Pile Of Negative-Yielding Debt Just Shrunk By $1 Trillion In 8 Days

Good news? Well, I suppose that depends on one’s perspective.

‘What Goes Up’: Everything.

And you know what they say about “what goes up”…

Ignore That Raging Dumpster Fire.

Just try not to focus on that, ok?

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)…

‘Just Stop It’: Frantic Search For New Narrative Ensues As 2018 Trading Kicks Off

I’m not entirely sure what everyone expected. If 2018 were a person, it would probably be thinking something along the lines of this: “well shit, give me at least 48 hours to get my feet wet before you start accusing me of being a cheap knock-off of my predecessor.” 

Requiem For 2017: The Year In Charts

Cheers to you in the new year…

‘Scary And Uncharted Territory’: We’re Gonna Need More Cowbell

“We know QE as the source of all good in financial markets”…

Pray These 2 Charts Are Apples To Oranges…

Obviously, those charts are apples to oranges. 


Fallen Angels And Draghi’s Steinhoff Demons

“It is not unusual that losses may be happening.”

An Oxymoron For 2018

Will idiosyncratic risks be magnified as global QE is rolled back?

Lost: $25 Trillion Worth Of Yield

Please return to market if found.

The Big Top, The Big Long, The Big Short, & The Big Risk (‘Big League’)

The air up here is thin.

Into The Wild Blue Yonder.

Ok, well there were some notable headlines to start the week…

Sour Note.

Well, an eventful week ended on a sour note, which is a shame for the bulls because Thursday was a barnburner.