But this can only become America’s reality if the new administration is shrewd. Clever. Cunning. And, above all, patient. Trump is anything but.
Category: Trump
A Fantastically Metaphysical Market Metaphor
In September 2015, just a few weeks after the latest incarnation of Black Monday, Deutsche Bank’s Aleksandar
Chart Check (“Gold”en Opportunity)
You know when you think about it, it probably makes sense to go long gold
Top Strategist: Macro Is Running The Show And You “Should Not Be Surprised”
“Investing is macro and macro is geopolitics. If you don’t get that, you’re going to be perpetually behind the curve going forward.
Is This The Greatest Risk To Markets?
“(Un)favorable”…
Saturday Humor (“What Is This Country Coming To?”)
Can someone please help explain what’s going on, because Donald Trump is getting frustrated…
Goldman Tacitly Bullish On War
“A&D stocks will be direct beneficiaries of any increase in the defense budget.”
Trump Wakes Up, Has Epic Twitter Meltdown
I want to make an appeal to rationality here…
The Massive Spec Treasury Short Is Still… Well… Pretty Massive
As you’re surely aware, keeping up with the CFTC positioning data is mandatory these days.
Good Jobs, Bad Jobs
It’s like they’re micromanaging this thing by the hour…
Elizabeth Warren Is Not F*cking Amused With Trump’s Dodd-Frank Rollback
“We’re finding out whose side Trump is really on”…
The Mystery Of Friday’s “Somehow Disappointing” Jobs Number
I mean look, I get it. And I’m sure you do too. Hourly earnings missed and it looks like the 0.1% m/m growth was the lowest since last August. If you’re so inclined you can read into that something about consumer spending and consumer spending is three fourths of the economy. And on, and on. It’s not rocket science. But…
Friday Morning Humor (“Our New Reality”)
“To be clear, this is actually happening”…
Daily Kickstart (US Payrolls Awaited, China Tightens, BoJ Flouts Trump)
“Non-Farm Friday is no time to plead exhaustion,” Bloomberg’s Richard Breslow wrote earlier this morning
Epic Thursday Night Humor (“Trump Draws”)
“He kept holding them up to everybody and looking so proud like he just did something just so incredible that he had to show his mom”…
Thursday Humor (Terminated)
Why don’t we switch jobs…
Chart Check (“Hope”)
Behold: the ghost of Keynes…
This Annotated Chart Shows You Your Markets On Trump
This is your dollar. This is your dollar on tweets.
The Latest From Albert Edwards Or, Proof That “The Concept Of Heroes Is Never Great”
I’m not into hero worship. You might say that this is one time where I agree with Donald Trump who, when asked about heroes last month, hilariously said the following: “I don’t like the concept of heroes. The concept of heroes is never great.”
Daily Kickstart (Dollar Dumps After Fed Farce, Deutsche Bank Plunges)
Perhaps fearing some kind of Erdogan-esque reprisal from the White House, the Fed pussyfooted its
Trump Conjures Ghost Of Frederick Douglass In Truly Epic Screw Up
“Frederick Douglass is an example of somebody who’s done an amazing job and is getting recognized more and more, I notice.”
Wednesday Humor (“Stuck In The Middle With You”)
Damn, Jared. Tough spot.
One Bank Warns: “Bad Trump Dominates The News”
But as far as markets are concerned, the new administration’s FX policy is just as crazy. In fact, that statement is itself crazy. That is, the fact that the new administration has a discernible “FX policy” is nuts. And this isn’t some “well it would be nice if…” kind of thing.
Daily Kickstart (Fed, Dollar In Focus As Global PMIs, iPhones Boost Sentiment)
Quite a lot of people seem to be hanging their hats on Wednesday’s Fed statement
Tuesday Humor (Clownin’ Trump)
“Respect my authoritahhh!”
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