“But that’s not the half of it:Â Those massive buys were accompanied by a giant amplifier in the form of front-running speculators and arbitragers who hang around the casinos.”
Category: economy
David Stockman Delivers Epic Send-Off To Steve Bannon But Warns ‘It’s Way Too Late’
“Bannonism just gave a thin veneer of ersatz nationalism to what was otherwise the Donald’s own dogs’ breakfast of protectionism, nativism, xenophobia, jingoism and strong-man bombast.”
What Will The Fed Do If The Yield Curve Inverts? Goldman Answers
Naturally, this raises questions about whether an inversion would prompt the Fed to slam on the brakes when it comes to the hikes.
Did The Economists ‘Steal Christmas’?
“Such seasonality is truly remarkable and unlike anything we have seen before.”
David Stockman Asks: ‘Dow 25,000, What Could Possibly Go Wrong?’
“…we know of no melt-up that had legs of more than a few months after the point that irrational exuberance went full retard, as is happening at this very moment.”
Jobs Report Misses Badly, Earnings In Line, Dollar’s Woes Continue
That could have been better.
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)…
‘American Carnage’: 5 Real Problems In An Otherwise False Narrative
As this year melts into next, we thought we’d revisit five key problems the country faces for readers who have a keen interest in the extent to which America, while not the barren, bone-strewn wasteland imagined in Donald Trump’s inauguration speech, does have a set of rather serious issues it needs to address in 2018.
Does The Truth Matter To You?
Growth, jobs, legislation, polls, and the Dow.
10 Questions For 2018
At this point, you’re probably exhausted with year-ahead outlooks, forecasts, “top themes”, and the like. But…
The Myth Of White Male Dispossession And The ‘Girl With The Draggin’ W-2′
That is so patently absurd that it eludes all attempts to lampoon it. The entire history of this country is built on overt white privilege and various manifestations of misogyny.
Goldman Econ Reveals Top Charts Of 2017: It’s All About Goldilocks
May Goldilocks be with you in the new year… beware of those three bears.
Risky Business.
But the survey wasn’t all rainbows and sunshine.
Phew, That’s Over – Now Go Get Drunk.
Well, what can you say?
‘Rational Exuberance’ – Which Is An Oxymoron
“It has become progressively difficult to say something new.”
Here Are Goldman’s Top Themes And Trades For 2018, So If You Don’t Get Rich That’s Your Problem, Ok?
Maybe you heard and maybe you didn’t, but Goldman’s got themselves some trade ideas for 2018 they want to tell you about, ok?
Oxy, Xbox, Prison: 3 Reasons Young Men Aren’t Working In America
… but the far more important question is whether any of the three explanations posited above have any merit. Because if they do, we are in deep shit as a society.
It’s The Oil, Stupid.
“There is no puzzle.”
Booms Don’t Die Of Old Age, They Are ‘Murdered’ By The Fed
“So when you ask what the big risk is, the answer is”…
A Truly Taxing Day.
Thursday, bloody Thursday.
Albert Edwards: You Are Going To Be ‘Mighty Pissed’ When Your Wealth ‘Evaporates Before Your Very Eyes’
“The risk is that the market is hugely vulnerable if it hears a distant bark, let alone feels its bite.”
Dollar, Yields Retrace Jobs Dip On Super-Awesome ISM Print
Now that’s more “bigly.”
Super Mario: Full Week Ahead Preview
As usual, the docket is full and the risks are multiplying.
‘Good Luck Out There’: Full Week Ahead Preview
Oh, boy. Try to wrap your head around all of this.
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