“Why the terrible year for financial markets? It’s easy – the Fed.”
Category: Markets
When They Go High, SocGen Goes Low: Why One Bank Sees The S&P Falling To 2,400
The question is whether SocGen will be forced to revise up their target or whether the rest of the Street will end up catching down to the bank’s reality.
Jeff Gundlach Is ‘Amazed’ At How ‘Copacetic’ Markets Are About Coming Credit Apocalypse
“Stay out of investment grade bonds.”
Now We Know The Real Reason Behind Tuesday’s Oil Collapse Redux
It’s the gamma – again.
Deere Warns Of Dreaded ‘Raw Materials Cost Pressures’ In Uninspiring Report
In other words, this looks like it checks all the boxes when it comes to what everybody is looking for in terms of warnings.Â
Heresy! For The First Time In 16 Years, Buy-The-Dip Has Failed
Way back in April, two months after investors too young to remember a time when
Oil Celebrates One-Week Anniversary Of Worst Plunge In 3 Years By Plunging Second-Most In 3 Years
This is truly remarkable.
Goldman On 2019: Risk Has Returned, Raise Your Cash Allocation
Occam’s razor. “TINA” is dead. And all that.
Apple Under Pressure Again As Goldman Says Pricing Power Is Lost, While Target, Boeing Get Smoked
“The laboratory of the market now points to Apple being at the limit of their price premium for the iPhone.”
Hell In Hong Kong And A Mainland Maiming
It was a tough Tuesday for Chinese shares.
On The Nasdaq: A New Nightmare
Quick! Somebody buy some iPhones!Â
Ray Dalio Tells Barry Ritholtz How Badly Assets Will Perform, Also Says He Invented Chicken Nuggets
“We will have low returns going forward for a long time.”
Jeff Gundlach Was Right: Goldman Joins Morgan Stanley, Others In Peak Dollar Call
“Speculative positioning is way long the dollar and now they’re wrong.”
Bad Apples, Fading FANGs And Macro Fund ‘Nukes’
Another tough day for the most crowded trades on the planet.
‘It Doesn’t Matter Until It Does’: An Update On Liquidity In U.S. Equity Futures
One of the disconcerting things about markets in 2018 is the proliferation of “this doesn’t matter until it does” stories.Â
‘The Big Low’: Analyst Who Predicted Short Vol. Blowup Delivers Top Trades For 2019
“The Big Low” and a “V-shaped trajectory”.
APEC Summit Crashes And Burns As Mike Pence Stokes Fears Of Economic Cold War
“The entire world is worried.”
The Press Knows What Will Cause The Next Crisis, And It’s Corporate Debt
“For financial journalists, pinpointing the source of the next meltdown is no easy task. The ones who did so pre-2008Â were few.”
Saudi Stocks Dive As Khashoggi Sanctions, CIA Conclusion Deep-Six Sentiment
It remains to be seen whether Trump will begrudgingly accept the intelligence assessment.
Optionsellers.com Blows Up As Crude, Natural Gas Turmoil ‘Capsizes’ Clients
“The tough part is finding somebody that knows how to do it – right.”
Mike Pence Goes To APEC, Shows Xi His Mean Face, While China’s U.S. Treasury Holdings Drop For Fourth Month
“The U.S. will not change course.”
Rates Volatility And The Indoor Trampoline
Amid the storm, there’s one place where volatility isn’t showing up…
Here Is Marko Kolanovic’s Take On Friday’s Clarida/Trump Doubleheader
Light at the end of the tunnel?
‘Stupid People’: Here’s What Trump Really Said About The Trade War On Friday
Curb your enthusiasm.
Wishing On A Dovish Star
We’re really reaching now.
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