“We believe that changing market liquidity has a role in explaining the
dislocation of volatility”…
Category: Markets
Mike Wilson, Chicago Bears ‘Fanatic’, Basks In Glory Of Selloff Call In Highly Amusing New Note
“…and no, our view is not influenced by our Chicago Bears fanaticism.”
Trader Reminds You: There Are No Atheists In Foxholes
“It didn’t take much courage to stress the long-term-soundness of money when financial conditions were easing.”
Monday, Bloody Monday.
Thanks Jeff!
Jeff Gundlach Gets Loose, Tells CNBC We’re In A Bear Market, Says Your SPY Is Crap
“I’m pretty sure this is a bear market.”
Peter Navarro Showed Up On CNBC Monday And It Was A Disaster
Please – for the sake of the children – stop letting Peter on television.
‘Linked By A Common Thread’: Why One Analyst Isn’t Buying The EM Bull Story For 2019
“The plunge in EM asset values and localized crises (Turkey, Argentina) are not unconnected.”
Trump Says ‘World Is Blowing Up Around Us’ Tells Fed To ‘Take The Victory!’
What in God’s name is this fresh craziness?
Here’s The Latest On The Fallen Angel Story…
It’s “barely started”.
Fed Up: Full Week Ahead Preview
No rest for the weary.
It Was All A Dream…
Oh, the irony…
Egg On Your Face: Fantastic Recession Calls And How To Trade Them
“Despite all the doom and gloom”…
‘It Ain’t Apple’, Dirty Harry And Other Amusing Market Anecdotes From Wells Fargo’s Harvey
“…we think the placidness of ’17 has made some investors a little soft.”
‘Chopped’: Nomura’s McElligott Weighs In On ‘Sell The Rip’
“Yet another expression of macro regime change.”
Fata Morgana: Financial Parallax And Recession As Subverted Perspective
Self-feeding loops and circular dynamics.
‘Enjoy!’ The Powell Put, Rates Vol. And Other Thoughts On Another Horrific Friday
“Come and play with us, Danny.”
As Chanos Warns On ‘Fragility’, Goldman Tells You Where The Tail Risks Are
Putting some nuance on Jim’s “fragility” warning and “chasing tail” with Goldman.
Friday’s Trade Narrative Is Brought To You By Delicious American Corn And U.S.-Built BMW SUVs
Crank up the South Carolina BMW plants.
Leveraged Loan Bubble Continues To Burst As Funds See Largest Exodus On Record
If you were wondering whether the leveraged loan bubble had stopped bursting, the answer is…
‘Shutdown The Book’.
“In October and November, the pain behind the screens (portfolios) felt like it was 2-3x of the pain on the screens”…
Trump Threatened General Motors Again Today, Because America Is A Banana Republic Now
Par for the course, unfortunately.
A Brief ECB Post-Mortem As Draghi Again Breezes Through Unscathed
On message – assuming you can decipher what the message was supposed to be.
ECB Ends QE And, Critically, Enhances Forward Guidance Around Reinvestments
“…for an extended period of time past the date when it starts raising the key ECB interest rates.”
One Trader Is Pretty Sure ‘The Milkshake Trade’ Is Finished
“I am about to embark on a reason to sell US assets, but make no mistake”…
That Time Albert Edwards Almost Died In A Road Rage Incident And How It Relates To The Trade War…
“I have had a few motorcycle accidents”…
Nomura’s McElligott Weighs In On Geopolitical Headline Overload, Oval Office ‘Gong Shows’ And The X-Asset Outlook
The headline hockey has now become a complete and utter farce.
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