A lot to ponder.
Category: Uncategorized
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.Â
‘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.
Trump ‘Played OPEC Like A Fiddle’: One Bank Throws In Towel As Oil Plunges Anew
At least one bank has seen enough.
‘Amazon Economist’ Navarro Unleashes Wild Screed, Calls Wall Street ‘Unregistered Foreign Agents’
Just watch this and try to wrap your head around the fact that this man is effectively in charge of U.S. trade policy…
Saudis Tried To Rip Out, Hack Security Cameras To Cover Up Khashoggi Hit, Sabah Says
“They were given orders.”
Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility
You don’t know what you’ve got ’til it’s gone.
Italian Economy Flatlines In Third Quarter, Turning Screws On Populists
There’s more bad news for Italy.
Bolton, Kelly Get Into Screaming Match Over Trump’s Plan To Close U.S. Border
Trump took Bolton’s side.
Saudi Arabia Will Now Investigate Itself In Khashoggi Murder
Don’t worry, bin Salman is on the case.
‘I’ve Got Plenty Of Buyers’: Steve Mnuchin Says People Are Lining Up To Invest In Trump’s Banana Republic
You are “free to do what you want”, but Steve knows you really – really – want some Treasurys.
Tencent Plunges, Logs Record Losing Streak But Don’t Tell Wall Street…
If there’s any stock on the planet that could have done without a global selloff catalyzed by a bloodbath on the Nasdaq, it’s Tencent.
Marko Kolanovic: $1.5 Trillion In Market Value Was Lost This Year Following Powell Speeches
“…the equity market likely implies that the Fed is underestimating various risks.”
Trump Administration’s Hassett Says Goldman Is Involved In Democrat Conspiracy (No, Really)
“…almost at times looks like the Democratic opposition.”
In India, ‘Another Fed-Induced Tightening Tantrum’
And don’t say Urjit Patel didn’t try to warn you.
One Bank Knows Who Was ‘Responsible’ For The August Emerging Market Bloodletting
Hint: not retail investors.
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