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“Violent Swings”: What Yellen, Greenspan, And Dimon Say About Rising Rates

January 4, 2017

Earlier today, I highlighted some recent commentary out of Deutsche Bank who lists among their

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Wednesday Chart Check Part 2 (Funding Crunch, Chinese Style)

January 4, 2017

Whatever you do, don’t listen to anyone who says you shouldn’t concern yourself with a couple of basis points here or there in markets that are some 8,000 miles away…

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3 Comments on Wednesday Chart Check Part 2 (Funding Crunch, Chinese Style)

One Trader’s Warning: The “New Normal” Will Not Feel “Normal” At All

January 4, 2017January 4, 2017

“These won’t be markets that grind in one direction, panic, then quickly recover as soon as the central banks decide enough is enough. Everything is in play and the story lines anything but clear.”

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1 Comment on One Trader’s Warning: The “New Normal” Will Not Feel “Normal” At All

“Grinchs” Should Have “Stayed In Bed”, SocGen Says

January 3, 2017

“The Grinch and Scrooge had better stay in bed this morning”…

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“Fertile Ground For Conspiracies And Revolutions”

January 1, 2017

Whether or not we, as a society, can overcome the temptation to surrender our future to a succession of demagogues remains to be seen. And indeed we may be but one tragedy away from seeing the momentum turn irreversibly in favor of politicians who seek to capitalize on fear and intolerance.

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2 Comments on “Fertile Ground For Conspiracies And Revolutions”

Dear Nigel…

December 27, 2016

Good luck Britain…

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1 Comment on Dear Nigel…

Resistance Is Futile…

December 25, 2016

This is more appropriate now than it was when it was first published. Via Hedgeye.com:

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2 Comments on Resistance Is Futile…

Trump’s NY Campaign Co-Chair Likens Michelle Obama To “Maxie The Gorilla” (And That’s Not The Worst Of It)

December 24, 2016

Donald Trump’s New York campaign co-chair Carl Paladino knows exactly what he wants to see happen in 2017.

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2 Comments on Trump’s NY Campaign Co-Chair Likens Michelle Obama To “Maxie The Gorilla” (And That’s Not The Worst Of It)

It’s A “Buyer’s Market” For Weapons; Here’s Who’s Selling

December 24, 2016

Earlier this month, the US decided to block the sale of precision-guided weapons to Saudi

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The Good Old Days “Are Surely Over” For Hedge Funds

December 22, 2016

“2 and 20” works fine when things are going well. Not so much when things

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1 Comment on The Good Old Days “Are Surely Over” For Hedge Funds

What’s Up With This? Percentage Of Young Americans Living At Home Hits 75-Year High

December 21, 2016

How many times have you heard that we’re nearing the “end of cycle” lately? Or

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1 Comment on What’s Up With This? Percentage Of Young Americans Living At Home Hits 75-Year High

Ushering Out 2016 With A Chuckle

December 19, 2016

If laughter is truly the best medicine and you happen to be sick with something,

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3 Comments on Ushering Out 2016 With A Chuckle

Here’s What China Thinks Of Europe According To Web Search Results

December 17, 2016

If you want to have yourself some fun, play around one day with Google’s autocomplete.

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1 Comment on Here’s What China Thinks Of Europe According To Web Search Results

A Quick Look At Monday’s Headlines

December 12, 2016

Here’s a quick look at some of today’s important headlines via Bloomberg: European, Asian stocks

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On Fake News

December 9, 2016December 12, 2016

Perhaps it’s the fact that a near-death experience has stripped me of any vestiges of

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3 Comments on On Fake News

“No Assets Are In Bubble Territory”: Fed

November 6, 2016October 12, 2021

The Fed is notoriously bad at spotting bubbles. They’re also notoriously good at inflating them.

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Gasoline Explodes (Literally); Oil Languishes On “No Deal”

November 1, 2016November 1, 2016

Crude may be having a hard time finding its footing thanks to a decisively indecisive

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oil, OPECLeave a Comment on Gasoline Explodes (Literally); Oil Languishes On “No Deal”

Don’t “Over-Position” For Election, One Bank Warns

October 29, 2016October 12, 2021

There’s no shortage of opinions out there with regard to how traders should position ahead

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credt, equitiesLeave a Comment on Don’t “Over-Position” For Election, One Bank Warns

Religious, Political Spats Sully OPEC Deal

October 29, 2016October 12, 2021

“Yes, we continue tomorrow with non-OPEC but there was no complete agreement today since Iran

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energy, oil, OPECLeave a Comment on Religious, Political Spats Sully OPEC Deal

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