“Although certainly not cheap, US equities maintain a backing from new US economic policy, given the agenda to boost growth (corporate tax cuts, infrastructure spending, tax rebates for offshore cash repatriation) and scale back of regulations in key sectors.”
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Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
These Are The Fed’s Options To Avoid Another Taper Tantrum
” The 2013 “taper tantrum†also provides a reminder that the impact of balance sheet policy on financial conditions is uncertain and could be larger than our baseline estimate. We doubt the impact would be as large today—in 2013 markets misunderstood tapering as implying earlier rate hikes, whereas today markets would likely view earlier tapering as implying later hikes— but the risk is worth considering”
Sunday Humor? “One Good Reason To Hike Rates Is That It Makes It Easier To Cut Rates”
Boy, oh boy. We’ve really had to recalibrate the way we think about things in
Pray For Poor Data So Janet Yellen Can “Keep This Party Going”
“In our view, for the cycle to last another several years, we want to see more of the same – a continued environment of ‘ok’ growth and low inflation, which allows central banks to keep the party going.”
Central Banks Have “Learned A Lesson”: “Silence Is Golden”
There’s been no shortage of speculation about whether the Fed “got what it wanted” out
Buy It All, Buy It All Right Now: European Stocks Soar In “Never Geert” Rally
Europe is in rally mode. Plain. And. Simply. Following Geert Wilders’ defeat in the Dutch
The Only Chart You Need Post-Fed
Any questions?
“Perhaps A Lot”: How Much “Smart” Money Ran Screaming After Last Week’s Crude Carnage?
How will these charts look once we get a read on how much smart money ran screaming to the exit after finding out that it’s not a good idea to try and swing on a speculative limb when the weight of your collective position is likely to break said limb?
Behold: The Central Bank Junk Bond Put In All Its Glory
Over the past two months, we’ve warned repeatedly that global asset prices may be set
Crude Plunges (Again) As Saudis Reverse 1/3 Of January Cuts, “Steve” Stunned
Earlier this morning, we noted that crude had put the brakes on a six day
Monday Humor: “Did You Mean That?”
Earlier on Monday, I documented U.S. Rep. Steve King’s “struggle” (someone will get the pun). See
Goldman: “Lack Of Hard Evidence” Aside, Long Oil, Copper Reco Still A Good Idea
Time stamp it. Sure, it may seem like a deflationary bombshell has been dropped on
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
What’s Wrong With This Picture?
What could go wrong?
Turns Out, “FRAC” IPO Was A Bad Idea. Who Knew?
“I mean, come on folks. Are people really this gullible?”…
“The Future May Depend On It”: Full Jobs Hype Retard
“We all know animal spirits and inflationary expectations are contagious. If they can grow in the U.S. as something manifested more widely than inflated equity prices, it has the potential to spread elsewhere and could ignite a virtuous cycle”
This Is The “Linchpin” For The Dollar
“Friday’s U.S. payrolls report might have little bearing on next week’s Federal Reserve decision, after top officials clearly indicated readiness to raise rates March 15. But…”
“What You Got Was The Exact Opposite”: Macro Hedge Funds Join The “Dumb” Money
I swear to God I’m starting to think that before this is all over, index
So Yeeahhh… About That Reflation Thing
“While investors may return to the reflation narrative again, it’ll take more than a few political speeches to get them there.”
Wells Fargo Offers To Address Heisenberg’s Concerns – “No Account Numbers” Necessary
They’re just trying to help, dammit.
US Beer Market Hit By Heisenberg Effect
Long-time Heisenberg fans are well acquainted with my penchant for fine spirits. Unfortunately for local
Jason Chaffetz Thinks Maybe Poor People Shouldn’t Have An iPhone Like His
“Maybe I didn’t say it as smoothly as I possibly could”…
Snapchat Collapses, Idiots Stunned
“All I have in this world is my balls and my Snap shares and I don’t sell ’em for no one.”
Black Brain Surgeon: When You Think About Immigrants, Don’t Forget That Slaves Worked Really Hard For “Even Less”
Frederick Douglass would be proud. Assuming he wasn’t so busy today that he missed this…
Oklahoma Lawmaker Just Wants To Know If All Muslims Beat Their Wives
A lot of times when you see something absurd, it strikes you as funny at first
A Stunning Disconnect: Asset Price Inflation Versus Real Economy
Things that make you go hmmm…
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