“Nailed it.”
Category: stocks
Premature ‘Fed Put’ Obituaries And The Laughable Perils Of Q1 2019
Are reports of the Fed put’s demise greatly exaggerated?
As Gold’s Biggest Fan Blows Up World, Shiny Yellow Doomsday Hedges Surge
Something tells me…
‘We Think The Die Has Been Cast’: Why One Bank Just Cut Their 2019 S&P Target
“… by then what will the capital markets look like?”
There Was One Analyst Who Told You S&P 2,400 Might Be Coming…
“…it’s consistent with the strike of the Fed put around 2400.”
Stocks Crash In Christmas Eve Bloodbath After Trump Insults Powell’s Golf Game On Twitter
A Christmas Eve massacre.
‘Prudent’: As Panic Spreads, Treasury Rushes To Explain Why Mnuchin Yelled ‘Fire’ In A Crowded Theatre
“A prudent, preemptive measure.”
Another Day, Another Mini-Flash Crash
And now, more broken markets.
The Infamous ‘Retail Flush’: One Bank ‘Explains’ The December Selloff
Blame mom and pop – or something like that.
It All Falls Down: Stocks Crash Again As Trump Shutdown Begets Friday Rout
It’s over for Trump.
CNBC Gives Fed A Mulligan As John Williams Explains What Powell Actually Meant
A little less “plain English” and a little more of this.
‘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.”
Trump’s ‘Steel Slats’ Crash Market As Brian Kolfage And 77,000 Friends Pledge $5 Million For Wall
Somehow, “surreal” just doesn’t feel adequate.
Matches, Kindling And Ships In Shallow Seas
“A lack of liquidity is akin to a ship trying to navigate seas without much water – accidents are likely in such an environment.”
Jerome Powell Is The Wilt Chamberlain Of Fed Decision-Day S&P Losses
Making history, one meeting at a time.
‘Plain English’ People, Do You Speak It?!
Pulp Fiction, anyone?
FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML
What $694 billion in AUM has to say…
Goldman: Here’s How Falling Liquidity Drives Up Volatility, By The Numbers
“We believe that changing market liquidity has a role in explaining the
dislocation of volatility”…
Mike Wilson, Chicago Bears ‘Fanatic’, Basks In Glory Of Selloff Call In Highly Amusing New Note
“…and no, our view is not influenced by our Chicago Bears fanaticism.”
Monday, Bloody Monday.
Thanks Jeff!
‘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.”
‘Shutdown The Book’.
“In October and November, the pain behind the screens (portfolios) felt like it was 2-3x of the pain on the screens”…

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