This should be all kinds of amusing.
Category: economy
David Stockman: ‘Kudlow’s Job Is To Dig Through A Pile Of Horse Manure And Find Trump A Pony’
“That’s because his newly appointed task will be to dig through Ronald Reagan’s proverbial room full of horse manure to reassure the Donald that there is a pony in there somewhere.”
‘These Guys Will Have Egg On Their Faces’: Here Is What Larry Kudlow Wrote On December 7, 2007
“There’s no recession coming.”
R.I.P. Goldilocks
“One of Wall Street’s most misbegotten memes is the Goldilocks Economy notion. They invariably trot her out near the end of a business cycle in order to keep the mullets buying stocks and the Fed heads as anesthetized as possible.”
Toon Time.
C’est la vie.
Where The Risks Are: A Spider Web Of Financial Excess
“Mostly reassuring.”
One Trader Revisits The Inflation Scare Of 2012
“The hawks went ape-shit. They screamed and yelled. They warned about Weimar Republic style hyper-inflation. But Bernanke hung tough.”
David Stockman: ‘Hey Donald, There’s A Problem, But It’s Not What You Think It Is’
“The global trading system’s newly activated one-man wrecking crew was at it over the weekend.”
Not For The Faint-Hearted: Full Week Ahead Preview
This is not going to be for the faint of heart.
David Stockman: ‘The Trump Tariffs Will Send Economic Harm Cascading Downstream’
“Needless to say, the Donald’s un-varnished, un-vetted and un-shackled thoughts whims on most any topic are a thing of considerable disruptive potential. But when it comes to trade, his mind beats to the sound of a drummer not from this world or even possibly the next.”
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.”
David Stockman: Amazon Is ‘The Poster Child For The 11th Hour Mania’
“The historic relationship between trends on main street and Wall Street to go absolutely haywire.”
Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%
It’s comforting. Sort of. But sort of not.
Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation
“Lions, tigers, and bears, oh my!”
There Is ‘Only One Scenario’ Where Equities Benefit From Here
Boy, I’ll tell you what: I would absolutely love to rent out a small auditorium, pack it full of economists and analysts, make it an open bar event (so, all you can drink for free), set the conversation topic to “impact of rising rates on stocks”, lock the all the doors and then watch what happens from the safe confines of an observation deck.
Goldman Weighs In On The Fed Minutes
Are you still trying to figure out what to make of the January Fed minutes?
Read These Instructions Before Handling Fragile Fed Minutes
Obviously, interpreting the January Fed minutes is going to be a self-referential nightmare bordering on the absurd.
Goldman Warns On U.S. Fiscal Policy: ‘We Are Heading Into Uncharted Territory’
“This is an unusual course.”
Baby Birds.
I think people might be missing some of the nuance inherent in what’s happened to markets this month.Â
David Stockman: ‘You Cannot Build An Entire Economy On Pilates Instructors’
“…they’ve simply deleted the entire industrial economy from the dashboard.”
David Stockman: ‘Goldilocks’ Is A Figment Of Your Imagination
“That was fast.”
Albert Edwards: ‘TrumpÂ’’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’
“…a ruinous fiscal deficit in excess of 15% of GDP will be Trump’s legacy.”
Wall Street Weighs In On ‘Super-Important’, Bigly Tremendous CPI Beat
“…inflation risks are clearly shifting to the upside.”
CPI Quick Take: What Happens When The Battle Is ‘Won’?
That’s the question.
The Most Critical Number In The World Or Mountain Out Of A Molehill?
And so we waited, breathless.
Market Correction: Lessons From 2006
If you’re looking for some confirmation bias for your still-bullish outlook…
‘This Is Poorly-Timed’: Credit Suisse Ups Rate Hike Forecast Amid Budget Boondoggle
Don’t say you weren’t warned.
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