Stock Selloff Goes Global – Let’s Hope This Improves Overnight

Irrespective of how things pan out, this is indicative of how quickly things can go awry. 


BoJ Wants You To Know They Are Not The Black Swan You’re Looking For

This might seem esoteric, but to the extent you care about Albert Edwards’ thesis with regard to whether a surprise BoJ tightening and the yen appreciation it would entail could end up being the black swan everyone is looking far and wide for, this is something you should probably keep an eye on.

Bloody Thursday In Asia As H-Shares Snap Historic Streak, Japan Dives

But hey, who cares, right? After all: “America first”.

Do Yourself A Favor And Don’t Ignore The BoJ, Ok?

What’s in a word or, in this case, four words?

If You Were Japanese, Would You Go On A Spending Spree To Celebrate Your Massive Bitcoin And Equity Gains?

…what we wanted to point out are the multiple layers of irony here.

JPMorgan: Buy The Prospective Dip

There you go. If you see a dip, you buy it. Immediately. 

Some Folks In Japan Were Ready To Buy Some Goddamn Stocks After The Holiday

Throw in a little of Kuroda’s patented Tinker Bell dust and the fact that margined Japanese FX traders are sitting on a ¥3.2trn unrealized gain in Bitcoin, and you’ve got a recipe for … well, for more mania. 

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)…

The ¥3.2 Trillion Question: What Will Mrs. Watanabe Do With ‘Her’ Bitcoin Riches?

Draw your own conclusions.

Bitcoin Gains Will ‘Ignite The Spirit’ Of The Samurai, Boost Japanese Economy

That raises the following obvious follow-on question…

The Clock Is Ticking: Full Week Ahead Preview

All in all, “no rest for the weary” if you’re a market observer/trader. 

Oh, The Humanity! Asian Shares Dive As Tech Wreck Wreaks Havoc On Hong Kong

Well on Wednesday, things got worse – and materially so. 

A Truly Contrarian Call

“…it’s about to accelerate. Not only that, the tank is full of gasoline, and the car has been stripped of all the extra weight.”

Leftovers: Full Week Ahead Preview

Ok, look: if you’re still hungover from a combination of turkey, greasy mashed potatoes, and copious amounts of not-quite-top-shelf red wine, it’s time to snap out of it because last week is melting into this week as tends to happen historically on Sundays.

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”…