The 3 ‘T’s: Full Week Ahead Preview

In essence, the same things everyone was watching last week (e.g. tech, trade, Trump) will be in focus again…

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Enjoy The Easter Bunny, Because Q2 Will Be Just As ‘Interesting’ As Q1

“Enjoy those chocolates.”

Marko Kolanovic: ‘Imminent Concerns Are Overblown’, Stay Overweight Stocks

“Narrative of recent selloff: imminent concerns about inflation, rates, trade wars, and a growth downshift are overblown, in our view.”

Goldman Interviews Paul Tudor Jones, Gets Retelling Of The Battle Of The Little Bighorn

“Let me describe to you where I think Jerome Powell is right now as he takes the reins at the Fed. I would liken Powell to General George Custer before the Battle of the Little Bighorn, looking down at an array of menacing warriors.”

Waiting For Wednesday.

Ahead of a “make or break” moment.

Here’s What The VaR Shock Meant For Global Portfolio Managers

Look, I realize that pounding the table on forced unwinds by vol.-sensitive investors during the recent acute pickup in volatility is quickly becoming an exercise in dead horse beating. But…

Bridgewater: ‘There’s A Much Bigger Shakeout Coming’

“There had been a lot of complacency built up in markets over a long time”…

Release The Long End!

Well, damn.

The Good Old Days.

I remember when…

The Moon Shot.

Rollercoaster.

New From Epsilon Theory: ‘Things That Go Bump In The Night’

“Why should we pay good money to buy put options as a hedge on our portfolio when the Fed will give us a put option for free? I think this is the most far-reaching and transformative effect of the extraordinary central bank policies of the past eight years — we are no longer afraid of things that go bump in the night.”

$11,589.01.

Let that sink in.

SocGen: Stocks Haven’t Been This Expensive So Widely Since 2005

Remember: “it’s all relative”.

Chart Of The Day: Making (World) History

What can we say but…

‘Clearly, Investors Are Feeling Good’: Here’s The ‘Euphoria’ Chart Again

Low vol., “humans” cited.