“Obvious” things, anomalous environments and tempting the market gods.
Category: Markets
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.
‘This Is No Fly In The Ointment’: One Bank Politely Asks You Not To Ignore ‘Supremely Important’ Trade War
“For us, this is supremely important.”
‘Trust Me’: As Executives, Republicans Warn Of $200 Billion Mistake, Trump Forges Ahead With Auto Tariffs
“Trump wants to move forward despite numerous warnings from GOP leaders and business executives.”
Trump’s Tariffs Claim Another Victim As General Motors Slashes Profit Outlook, Shares Tumble
“Tariffs are the greatest!”
‘I Wonder If This Will Come Up?’ Europe Better Hope Trump Hasn’t Been ‘Studying’ Any IMF ‘Documents’ Lately
“I wonder if that will come up in the trade conversations today?”
‘Black Swans From Helsinki’ Beckon As Senators Ponder ‘Nuclear Option’ For New Russia Sanctions
The fallout continues and sovereign debt is back on the table.
One Bearish Indicator Hits Its Highest Level Since 1990
“I have never even heard of tariffs”.
Harley-Davidson Still Has A Donald Trump Problem, Your Protestations Notwithstanding
“You’re a great, great group of people.”
Like ‘Trump Steaks’ And ‘Trump U’, ‘Trump Tariffs’ Are ‘The Greatest’ And Will Bankrupt Anyone Who Touches Them
Dear, America: In case it isn’t clear enough yet, “it” is not “as simple as that.”
China Sends Message To America With New Fiscal Stimulus Measures: This Trade War Will Not Be Easy To Win
If the last two weeks are any indication, “winning” a trade war with China is going to be anything but “easy”.
Markets Shocked – Shocked, I Tell You! – To Discover That When Erdogan Says Low Rates, Erdogan Means Low Rates
Dear markets: Berat Albayrakc is not your cool son-in-law.
Trade War Claims Another Victim As Whirlpool Gets Hard Lesson In Trump-o-nomics
The tragic irony here is that back in January, the company announced plans to add some 200 jobs following Trump’s imposition of tariffs on imported residential washing machines.
Behold: One Bank’s ‘Fantastic Recession Indicators’
“…and where to find them”.
‘Liquidity’s Heisenberg Uncertainty Principle’: Goldman Goes Looking For Market Liquidity, Doesn’t Find Much
“Months after the VIX spike, bid/ask depth is still not back to normal”.
‘They’ve Already Been Wrong’: Jamie Dimon Blasts Trump’s Trade Policy In CNN Interview
“…I’d be a little ticked off at some of my advisers, to tell you the truth.”
Retail Investors Turn Net Sellers Of Global Stocks For First Time Since October 2016
Half full, or half empty?
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