“We didn’t get it then and, truthfully, we don’t really get it now.”
Category: Markets
‘This Will Be Difficult To Win’: As Clock Ticks, Trump Confronts Reality Of ‘Proper’ Trade War With China
This isn’t a real estate deal.
‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call
“We have been out on a limb the past month.”
For ‘Better’ Or ‘Worse’, Here’s A Quick Snapshot Of Q2 Earnings Season So Far
But will it be enough?
Bank Of Japan Tweaks ETF Program, Adds Flexibility On Yields, Introduces Forward Guidance On Rates
Much ado about nothing? Not exactly. Probably. Or not.
The Devolution Will Be Televised.
Of ironies, tragicomedy and FANG corrections.
Marko Kolanovic Returns, Sees Value, Emerging Market Rally, Says Fed Should ‘Skip A Hike’
“Regardless of whether this materializes, our view is that a slower pace of hiking is the right thing to do.”
BBQ Chicken: Tyson Foods Plunges Most In 20 Months And You Can Thank Trump’s Tariffs
“Trade policies have created a challenging market environment.”
Bank Of Japan Pays 1.6 Trillion Yen To Send A Message About The Message They Won’t Send On Tuesday
“What we need is positive attitude and conviction.”
Blockbuster: Full Week Ahead Preview
What summer lull?
‘Don’t Blame The President’: Kudlow, Mnuchin Spearhead Sunday Media Blitz In Defense Of Tariffs, MAGA Madness
“I reckon it will take us maybe a year, maybe 18 months to start turning that around.”
War Room: Five Nations Plan Geneva Summit As Trump Car Tariffs Loom
Meet me in Geneva, so we can talk about the madman in Washington.
‘After A Decade’: With Central Banks At The Crossroads, A Look Back And Ahead
“Two roads diverged in a yellow wood.”
Bad Breadth And An ‘Unusual Combination’
“Obvious” things, anomalous environments and tempting the market gods.
Mutual Funds Prove ‘Smarter’ Than Hedge Funds On Facebook
But don’t worry, David Tepper is fine.
Trump Says Ameriker’s Gee-Dee-Pee Is Growing At ‘An Amazing’ Rate, But Is That True?
“…you would think based on all the buzz right now that the last time this happened the dinosaurs roamed the earth.”
‘It Has A Four In Front Of It’: The GDP Report Trump Leaked On Thursday Is Out
“I think tomorrow’s GDP numbers are going to be terrific.”
1 Million Percent Inflation? Venezuela Should Be So Lucky
How’s it going in Venezuela these days?
As Trump, Pence Threaten Turkey With Sanctions, It’s Time For Markets To Accept The Reality Of Erdogan
Accepting idiosyncratic, country-specific risk is part and parcel of investing in emerging markets, but this has gone well beyond that.
Chinese Yuan Slump Zeros Out First Two Rounds Of Trump Tariffs: By The Numbers
“Easy to win” – with Chinese characteristics.
‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter
“We haven’t seen this disastrous a print since the 1Q16 LNKD-massacre that brought the entire NASDAQ down.”
ECB Leaves It All Unchanged As Market Looks For Clues On What The Word ‘Summer’ Means
“It depends on what the meaning of the word ‘ is’ is.
#Delete Facebook
Menlo, we have a problem.
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