“And by the way, this wealthy New Yorker actually earned his money. It wasn’t a gift from Daddy.”
Category: Markets
Steve Mnuchin Invites China To Strike Another Trade ‘Truce’ So Trump Can Shoot It Down
Don’t hold your breath.
This Hasn’t Happened To Asian Stocks In 16 Years – So Is It Time To Buy?
More falling knives.
Gundlach Slams U.S. Fiscal Policy In ‘Miracle Grow’ Webcast, Talks ‘Monumental’ UST Short Squeeze
“What could get you there is a monumental short squeeze.”
Goldman Thinks This Is Pretty Simple: ‘More Growth, More Tariffs, More Fed Hikes’
This is the story and folks are sticking to it.
The Mirage.
So that’s a rather odd juxtaposition, isn’t it?
Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.
What’s Really Going On With That ‘Massive’ Treasury Short?
“…there is a growing sense that positioning is not as stretched as the data would suggest.”
CDS Is Grossly Disconnected From EM, So Now Is A Great Time For A CDS ETF!
All you can do is shake your head.
Goldman’s Bull/Bear Indicator Hits 49-Year High: Here’s The Whole Story On That
“It’s always risky to argue that this time is different but”…
That’s Amore.
Who wants to catch a falling knife?
‘People Are In A Panic Today’: Apple Suppliers Just Plunged Thanks To Trump’s Tariffs And Tweets
Donald Trump is a man who knows an “exciting” plan when he hears one…
Dodging Bullets: Full Week Ahead Preview
Around the world in 2,100 words.
Where Did The Volatility Go And When Will It Be Back?
“We see a case for being long vol next year.”
$900 Billion Worth Of Absurdity And Why One Bank ‘Is Not Optimistic’ About US-China Relations
There can be no resolution.
Here Is Goldman’s ‘Cross Currents’ List For The S&P This Fall
For what it’s worth…
‘We’re Not Winning!’ Trump’s Trade War Fails Miserably As China Logs Record Surplus
You’ve got to “let it gestate, like a chicken.”
Disaster Strikes As Apple Says Trump’s Tariffs To Impact Long List Of Products
Maybe now America will listen.
Cheshire Cat’s Smile Redux: ‘Not Exactly A Party Cocktail’
And see, that’s where the problem comes in.
Jobs Report Beats And Wage Inflation Is Comin’ In Hot, Folks
There’s some wage inflation.
Pepe Silvia.
“There are many risks out there.”
‘The Worst Possible Time’: Dmitry Medvedev Decides Now Is As Good A Time As Any To Sink His Own Currency
There’s trouble in paradise, and by “paradise”, I mean Russia.
Don’t Blame The Quants For Wednesday’s Tech Rout
“Yesterday did not feel ‘quant-y’ to me.”
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