A Man of Words, A Man of Deeds
“The reason Bogle wasn’t a billionaire wasn’t personal preference”…
Category: Uncategorized
Wars Of Attrition.
“…over time the cumulative cost can become very high.”
Kraft Heinz To Rescue Furloughed Workers With Free Mac & Cheese As MAGA Promise Keeps Delivering
“Make people rely on charity mac & cheese again!”
Dissecting The ‘Incredible’ Junk Rally And The Case For A 24-Pound Bucket Of Mac-&-Cheese
Frantic rallies, tactical bounces and out of stock emergency hedges.
It’s All Fun And Games Until Someone Asks About The Balance Sheet
Powell gave the market an inch, and now it wants a mile.
‘I Never Suggested Firing Powell’: As Mnuchin Pulls Damage Control Duty, Some Thoughts And Charts
“I totally disagree with Fed policy.”
One Trader Is Pretty Sure ‘The Milkshake Trade’ Is Finished
“I am about to embark on a reason to sell US assets, but make no mistake”…
From Tillerson To Barr To Mueller, A Mind-Bending Recap Of Trump’s Frantic Friday
Friday started out like any other day for the Trump administration…
Here’s The Narrative – Now How Will November Payrolls Fit In?
Tell me a story. And then fit this data into it.
The $1 Trillion Leveraged Loan Bubble Looks Like It’s Popping – Here’s Some Deadpan Color
It had to happen eventually.
Jeff Gundlach Was Right: Goldman Joins Morgan Stanley, Others In Peak Dollar Call
“Speculative positioning is way long the dollar and now they’re wrong.”
‘Adam Schitt’, ‘Go Home!’ And Other Highlights From Trump’s Sunday Twitter Escapades
Donald Trump is furious on Sunday.
Oil Spill.
Watch Twitter for the latest analysis from the only “strategist” who matters.