We’ve said it before and we’ll say it again: one-way bets and crowded trades are
Category: Trump
Guess What? The Market Stopped Believing In Tax Reform A Long Time Ago
“Investors have also reduced expectations for the timing and size of tax reform. After outperforming the S&P 500 by 520 bp post-election, our basket of stocks with the highest effective tax rates has given back all of its post-election gains in the last three months.”
Dear America: Why Can’t The Right Seem To Get Its Story Straight?
I don’t know if you’ve noticed, but the alt-Right can’t seem to make up its mind lately…
“It’s Not Showing In The Data”: Small Business Lending Plunges Despite Trump Bombast
“The story of post-election small business optimism leading to greater investment is not playing out in the data.”
“The Country Believes Me”: AP Takes Aim At Trump’s “Pattern” Of Lies
“Since the early days of his campaign, the president has developed a pattern: Make an outrageous claim. Dig in as the criticism rolls. And wait until, eventually, something emerges that can be spun as vindication of the earlier claim.”
TGIF: Markets Nervous As Trump Dares Congress To Pass Health Care Bill No One Likes
Well, it’s Friday and this week has been just as interesting as last week. Today
Eventually It Will Happen. It Always Does. Unless…
Then again, Trump does have an “out”…
Here’s What To Make Of Thursday’s Failed Attempt To “Repeal And Replace” Obamacare
While Donald Trump was busy playing “big boy trucks” on the White House lawn, Congress was busy not voting on his bungled attempt to “repeal and replace” Obamacare.
Trump Calls It: Says “Very Good Chance” Health Care Bill Passes Moments Before Vote Delayed
But just as Trump predicted “what happened in Sweden” a day after it didn’t happen, we can probably assume that even if the health care bill hasn’t been voted on by the weekend, he’ll tell us on Saturday how great what didn’t happen on Friday was.
Trump Is President And “You’re Not” & Other Things We Learned From TIME’s Trump Interview
“But that’s the story. Hey look, in the mean time, I guess, I can’t be doing so badly, because I’m president, and you’re not. You know. Say hello to everybody OK?”
The Trumpcare Vote: Previewing Thursday’s Big Event
Needless to say, the focus Thursday will be on the GOP proposal to repeal and
“It’s Laughable”: Trump’s Approval Rating Drops To 37% In New Poll
The alt-Right’s reaction to yesterday’s “revelation” (and the scare quotes are there for a reason)
Trader: “US Stocks Are Destined To Drop”
“This means that any relief rally will be used as an opportunity for longs to take profit, not a catalyst to build positions further.”
“Things Are Calm. Too Calm”
As we said earlier, “not a creature was stirring” over night. Or, put differently, “it’s
Trump Trade In Focus: All Eyes On Healthcare Bill As Yellen Lurks In Background
It’s do or die for the reflation narrative.
Introducing The “Fiscal Option” Or, How To Goal Seek S&P 2,525
In terms of timing, Tuesday probably wasn’t the best day to be out setting optimistic S&P targets,
Wall Street Journal: “America May Conclude Donald Trump Is Fake President”
“Two months into his Presidency, Gallup has Mr. Trump’s approval rating at 39%. No doubt Mr. Trump considers that fake news, but if he doesn’t show more respect for the truth most Americans may conclude he’s a fake President.”
I’m No Chart Whiz, But About That Whole Reflation Thing…
Reflation frustration?
Trump Feels “Vindicated” By Nunes: Why That’s Absurd In 1 Quick Story
I’m going to tell you a quick story to (hopefully) prove a point. Some will get it, some won’t. C’est la vie.
Rex Tillerson “Doesn’t Want” To Be Secretary Of State – Which Is Fine, Because Jared Kushner Does
“I didn’t want this job. My wife told me I’m supposed to do this.â€
Stock Selloff Goes Global
Investors “needed a good reason to take profit, and here it is.”
“Death By A Thousand Cuts”
“The market didn’t collapse. It went down. In the scheme of life, this is nothing. On the other hand, death by a thousand cuts has to be acknowledged at some point. “
Trader: Don’t Worry, Be Happy – But Remember That Donald Trump Sucks
“Trump’s attacks on free trade and a lack of cohesive economic policy may be doing severe and permanent damage to brand U.S.A., and I frequently reiterate the long-term bearish dollar arguments, but a few weeks of risk aversion shouldn’t prompt panic or concern for the macro investor.”
Low “Bar”: Gorsuch Admits Trump’s Attacks On Judges Are Probably Bad
“Anyone is anyone”…
White House On Stocks: Then Versus Now
Then versus now…
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