It’s over for Trump.
Category: S&P 500
Junk ETFs Stress Tested, Reflation Bled Dry And Other Thoughts As Things Go From Bad To Worse
A visual (and narrative) odyssey.
‘Suicide From The Ambush’: A Post-Mortem Of Thursday’s Midday Bloodbath On Wall Street
“His presidency represents a rebellion of the hysterical person against his symbolic persona.”
Jerome Powell Is The Wilt Chamberlain Of Fed Decision-Day S&P Losses
Making history, one meeting at a time.
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.”
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.”
‘Enjoy!’ The Powell Put, Rates Vol. And Other Thoughts On Another Horrific Friday
“Come and play with us, Danny.”
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”…
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.
‘These Go To 11’: Nomura’s McElligott Doubles Down On ‘Powerful Blast Of Equities Upside’ Call
Fresh off of Monday’s “a violent short squeeze” could be in the cards call…
Trump Is ‘Glued’ To The Stock Market -And He’s Running Out Of Excuses
“…it’s amazing what happens when a businessman is allowed to run the economy.”
It’s A Sad, Mad, Sad, Mad World.
An unfortunate state of affairs.
Marko Kolanovic Delivers 2019 Outlook And It Is Quite Something…
A truly incisive critique from the Street’s most celebrated analyst.
Trader: The Fed Finally Broke Something
“Bond traders are smarter. They just are.”
What’s Behind The Flash Crash In S&P Futures?
Liquidity appears to be a problem.
‘Sad Nonsense’: A ‘Whodunit?’ Guide To Tuesday’s Wall Street Mayhem
Line up the usual suspects.
Post-Mortem.
It’s autopsy time.
Rally For Rent! Powell, Trump, Xi ‘All Bend The Knee’
This “coordinated capitulation” is happening “for the wrong reasons.”Â
Updating The S&P ‘Pain Trade’ Amid Monday’s Global Euphoria
The pain trade remains higher.
Gamma Gravity And Vol. Math Following The Trump-Xi Trade Détente
“…it will be hard for vol NOT to come in after the event.”
Bush Death Complicates ‘Binary’ G20 Trade As Trump Cancels Presser, Closes Market On December 5
“There’s a lot of Dec7th paper out there.”
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