“Why is this news?”…
Category: Uncategorized
Spot The Odd One Out: Snapchat/ Subprime Auto Edition
On the heels of Snapchat’s IPO (which I contend will likely mark a dubious top for
Compare & Contrast Or, “I Wish I Was Still The White House Easter Bunny”
I hope you feel sorry for Sean Spicer. I know I sure as hell do.
Chart Check: See No Evil…
What political uncertainty?
WTF Chart Check: Don’t Forget About France
Lest it should slip your mind that for every “success” Trump has, the odds of a French electoral “accident” increase, consider once again the disconnect between asset prices and policy uncertainty in Paris as illustrated here by HY spreads versus the EPU…
1/2 Off Heisenberg Phone Call Sale: $5,000/ 30 Minutes
It turns out people like bullsh*t research. Well, not really. Let me be more specific.
“We Only Need Tax Returns And A Financial Statement – Which We Won’t Investigate”…
“Do you ever have déjà vu, Mrs. Lancaster?”
Bacon Bubble Suddenly Bursts, BLT Demand In Serious Jeopardy
“We continue to recommend caution with any major bacon purchases.”
Full-Junk-Bond-Retard: Company Taps Debt Market To Pay $30 Million Golden Parachute
Investors are now so desperate for yield they’re willing to (literally) pay for obscene golden parachutes…
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Chart Of The Day (“C’est La Vie”)
It may not look very dramatic, but looks can be deceiving. It’s all about France
Must Read: Wall Street Explains Why We All Need Wall Street
Well, if this isn’t the very definition of serendipitous, then I don’t know what is.
Holy Sh*t Chart Of The Day
This may be “familiar behavior for the credit market”, but I can’t help but flag this as a pretty alarming indicator regarding the credit risk surrounding the upcoming French elections.
Chart Check (A First)
Misplaced optimism?
Poetic Justice? Europe “Celebrates” 25 Years Of Integration With Descent Into Chaos
Proponents of the nationalistic fervor currently spreading across Europe will likely find some poetic justice in the fact that the dissolution of the EU could ultimately unfold just as the bloc celebrates a milestone in time.
1.7 Trillion Reasons Why This Whole Populist Thing Is A Terrible Idea
But while populist candidates spewing nationalist vitriol likely won’t do anything to change the fact that Mark Zuckerberg is Mark Zuckerberg and you’re… well… not, do you know what they will do? They’ll end up destroying what little everyday people do have by throwing the entire global order into chaos. And that’s not hyperbole.
Long Collection Agencies?
“This is an attempt to collect a debt”…
Have Fun Being Your Own Weatherman: The Argument For Not Firing Wall Street
As investors, all of the above leads to one burning question: in the age of the internet where anyone can do their own research and disseminate it widely, do we still need sellside research given what we know about the penchant for sellsiders to be, well, offsides? My contention is “yes.”
Chart Check (Trading A French Kiss)
What would you do with a French kiss from Marine Le Pen?
Correlation Meets Causation
I told you so…
“That’s A Pretty Big Conclusion To Make”: WSJ Questions Interpretation Of “Disappointing” Jobs Number
Investors and traders aren’t enamored with the January jobs number. And why should they be? After
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
Thursday Humor (Terminated)
Why don’t we switch jobs…
Kolanovic (a.k.a. “JP Merlin”) Sees 5% Stock Selloff
You might be familiar with JPMorgan’s quant wizard Marko Kolanovic or, as I like to
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Trader: “Markets Are Sleep-Walking Into Disaster” As Trump Becomes “Autocrat”
“Trump is doubling down on his hardline autocratic approach, ensuring that markets won’t be able to overlook the implications of his immigration order. U.S. equities look worryingly vulnerable.”
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