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.”


‘This Is An Important Development’: Lael Brainard Turns Hawkish, You’re All Fucked

“Risks are moving toward five.”

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.”

Have Genius, Will Travel.

Well needless to say, this was not a particularly inspiring week.

This Means War.

Thursday went swimmingly.

Goldman Interviews Paul Tudor Jones, Gets Retelling Of The Battle Of The Little Bighorn

“Let me describe to you where I think Jerome Powell is right now as he takes the reins at the Fed. I would liken Powell to General George Custer before the Battle of the Little Bighorn, looking down at an array of menacing warriors.”

Goldman Asks The Big Question: Is This The End Of The Low Vol. Regime?

The narrative in 2017 revolved around two things…

‘Most Investors Didn’t Anticipate That’: Goldman Weighs In On Powell’s Hawkish Surprise

“…so soon and so straightforwardly.”

David Stockman To CNBC: ‘That Was Just Janet Yellen In Trousers And A Tie’

“The Donald seems to think that the 37% gain in the stock market between election day and the January 26th high was all about him, and in one sense that’s true. Donald Trump is all about delusional and so are the casino punters.”

Ok, So Jerome Powell Screwed Up A Little Bit On Tuesday

Who knows, maybe Powell meant to do just what he did, but somehow I doubt it.

They’ve Done Studies You Know…

60% of the time…

Powell Says Stocks Play A Role In Economy’s Performance – Here’s What A Crash Would Mean

Why yes, the stock market is “an important place for investors to invest.” 

Here’s What To Look For From Jerome Powell’s Closely-Watched Testimony

All eyes will turn to brand new Fed Chair (and guy who is regretting it already) Jerome Powell on Tuesday as he heads to Capitol Hill to regale lawmakers with some shit they won’t understand.

While You’re Waiting, Can I Interest You In Some Stocks?

So in the meantime…

Let’s Get Italian: Full Week Ahead Preview

No shortage of event risk.