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. 

Exodus: U.S. Funds See 3rd Largest Junk Outflow On Record

Just how nervous did folks get during the junk bond rout that finally took a breather when spreads tightened materially on Thursday?

Death & Taxes.

“That’s one small step for rich people and corporate ‘citizens’ and one giant leap for Republicans who can’t get shit done”…

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?

It Could Have Been Worse – A Lot Worse.

The setup was terrible, with falling commodities, a downbeat Asian session, and junk jitters weighing on sentiment.

Albert Edwards Hears ‘Rustlings Of Discontent’, Says You Agree With Him That ‘This Will End Badly’

“Many of these same investors, however, tend to agree with us on a two year view that things are likely to end very badly.”

Nobody Panic About Junk Bonds Because What’s The Worst That Could Happen?

I’m not entirely sure what to make of the commentary on this. There’s no “right” way to write about it. It’s almost a “see no evil, hear no evil, speak no evil,” type of deal. 

Monday, Monday.

The fireworks started in Japan and that’s where they ended.

Clean Up Your Damn Junk: Full Week Ahead Preview

“This is the big one, Elizabeth!”

Does The Junk Bond Rout Prove Big-Cap Tech Is Detached From Reality?

“So maybe it’s not so much that equities are out of synch with high yield, as much as it is”…

Watch The Throne.

What happens over the weekend no longer remains confined to the weekend.

Stocks Tried To Lie To Jeff Gundlach – And You Can’t Lie To Jeff Gundlach

In the end, the “truth” will prevail.

Flies In The Ointment.

“Well in a low vol world, yesterday was fascinating and a small shock to the system.”

A Truly Taxing Day.

Thursday, bloody Thursday.