This is probably a decent time to start asking yourself if the narrative still makes
Category: Trump
Can You Hear Me Now?
So one of the things I’ve been harping on since the release of the Fed
Trader To Trump: “You’ve Got One More Chance To Deliver”
“Trump needs to deliver next Tuesday or markets will throw a tantrum.”
Real Life: Goldman Conducts Study Of Trump Tweet Stock Impact
Well, in what can only be described as a sign of the absurd times in which we live, breathe, and trade, Goldman is out on Wednesday with “a study of stock volatility on Trump tweets.”
Crazy Vs. Crazy: Are Things Really More “Uncertain” In Europe Than They Are In The US?
How can a market “take into consideration all potential future events”? Obviously it can’t. That’s absurd. That said, stocks should be expected to discount what we might call “known unknowns.” That is, events that we know are likely to cause turbulence but that also admit of some indeterminacy regarding outcomes. Things that would fall into that category include the French elections and US tax reform.
Former Swedish PM Mocks Trump, Cites “Alternative” Murder Facts
Well, it look like “what happened in Sweden” might well surpass “Frederick Douglass is an example of somebody who’s done an amazing job,” on everyone’s top 10 list of dumb sh*t Donald Trump’s said.
Guy Who ‘Isn’t A War Hero’ Is Really Pissed Off At Donald Trump
“They would be alarmed by the hardening resentment we see toward immigrants, and refugees, and minority groups, especially Muslims. They would be alarmed by the growing inability, and even unwillingness, to separate truth from lies.”
Markets To Trump: “Show Me The Damn Money, Already”
Is the White House serious about tax reform and fiscal stimulus, or was that all bullsh*t designed purely to get the President elected so Steve Bannon could implement his social agenda and promote nationalism?
Twitter Goes Crazy, Sweden Demands Answers After Trump Makes Up Terror Attack
“If only Frederick Douglass had been in Sweden when that terrible terrorist attack didn’t happen.”
Behold: A Sad, Sad Spectacle
That, right there, is why this is all so f*cking sad.
Thinking Globally In A World Gone Mad
One of the themes I harp on quite a lot in these pages is the
Saturday Humor (Crazy Like A “Fox”)
Nope, no connection here….
When (Black) Swans Cry
I also question whether bragging about having “f*ck you money” (which Taleb does in his books) is the type of thing befitting of a man who aspires to a kind of intellectual high ground that he seems to think the rest of us can’t possibly attain no matter how many times we read his work.
The Week That Was: “The Hardest Thing To Do Is Justify Hedging”
Well, it’s been one hell of a week. We started on a sugar high thanks
What Trade War? Market Is Mispricing The Swans (Again)
If I’ve said it once (and I’m pretty sure I have), I’ve said it a
Trump Is Damned If He’s Right, Damned If He’s Wrong
On Wednesday, Trump took it up another notch. In the wake of Michael Flynn’s unceremonious ouster, the President expanded his conspiracy theory to include the intelligence community…
“Legal Hell”: The Complete Idiot’s Guide To Trump’s Attack On The Judiciary
It doesn’t surprise me that so many “so-called” voters (that’s a joke) are so profoundly ignorant
Tuesday Humor (Meet The President)
A special day for America’s youth…
Goldman: Trump Threatens Europe With Strongman “Bilateral World Order”
So you know, the percentage of the European population that’s still sane (and that’s an ever dwindling number apparently) would have really appreciated it if Trump would have just been satisfied with the damage he’s already done rather than piling it on by dispatching Peter Navarro to weigh in on the legitimacy of the common currency.
Chart Check (One Word And One Word Only)
Earlier on Tuesday, I brought you some excerpts from Goldman’s corporate “Beige Book.” Essentially, the
Here’s What Corporate America Is Most Concerned About
Do you want to know what corporate America cares about? Sure you do. After all, you’re
Stagflation Cometh?
From the very beginning – that is, from the time Trump was elected – there’s
Tragic Irony: How Trump And Le Pen Perpetuate Radical Islam’s Apocalyptic World View
One of the most tragically ironic things about populism anno 2017 is the extent to which it reflects the very same radicalism its adherents claim to be fighting against.
“Substantial Volatility” Ahead: One Bank’s Take On Yen-Sanity
Well it’s all about USDJPY on Monday. Of course if you’ve traded these markets professionally
Trump Official Inauguration Poster Misspells “Too”: No, Really
“This print captures the essence of Donald Trump’s campaign.”
“The World May All Be Crazy”: High Five On Golf Course Underpins Global Rally
“Investors are taking comfort from the hope that, while the world may all be crazy, it hasn’t completely forgotten the realities of Mutually Assured Destruction.”
Low Bar: “The Fact That Trump Met Another World Leader And Didn’t Cause An International Incident Is Now A Notable Event”
Boy I gotta tell you, the bar is pretty f*cking low these days. Going into
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