Pick A Fire, Any Fire!

“Annette, Annette”…


‘Had He Acted Like Trump Markets Would Have Been Upset’: Xi Tries To Put Out Trump’s Dumpster Fire

“It’s a good thing Xi is bringing this tone to it because markets would be very upset if he played it like Trump.”

‘Say Hello To My Little Friend!’ Global Markets In Turmoil As China Strikes Back At Trump Tariffs

“You wanna play rough?!”

Here’s What China Will Do Under ‘Trade War Light’ And ‘Trade War Heavy’

Don’t poke that dragon.

Meet Yi Gang, The New Head Of The PBOC

So as you’ve probably heard, The People’s Republic Of Xi appointed their first new central bank governor in 15 years overnight in Yi Gang.

‘Too Big To Fail’ Or ‘Too Close To The Sun’? Anbang And China’s ‘Near-Lehman’ Miss

Now you will clap for Xi.

Or maybe you too will end up charged for “crimes”.

Xi Jinping Is Going To Run China Forever, So Get Onboard Or Get Run The Hell Over, And He Doesn’t Care Which

One man to rule them all.

Stark Raving Mad.

“Let me in.”

‘It’s Too Quiet’: Markets Calm After Xi Lays Out China’s Friendly World Domination Plans

“…as for this morning’ ‘it’s quiet, too quiet’ is the only quote that comes to mind.”

4 Black Swans And Why “Trumpflation” Is No Match For The End Of “Xiflation”

Well, SocGen is out with their Global Economic Outlook which, as you may or may not be aware, usually includes a picture of a bell curve with some swans on it. I’m skeptical that anyone actually reads these things. As Reuters wrote earlier this year, “about 40,000 research reports are produced every week by the world’s…

28 Words Vs. 420 Words: “Reading Out” Last Night’s Trump/ Xi Phone Call


“All’s Well That Doesn’t End In A Giant Mushroom Cloud”

Well, you know what they say, “all’s well that doesn’t end in a giant mushroom cloud.” That’s how it feels on Wednesday morning after Chinese TV reported that President Xi Jinping had a phone call with Donald Trump during which the two discussed North Korea and Syria. On Syria, Xi said using chemical weapon is unacceptable and as…

“Hold My Beer While I Meet Xi.” And Everything Else You Need To Know On Thursday

It’s Thursday, which means today’s Donald Trump gets to look the Donald Trump who refused to shake Angela Merkel’s hand square in the eyes and say “hold my beer.” Chinese President Xi Jinping (also known as the most important person on the planet) will visit Trump at the President’s Mar-a-Lago club in Florida (where else, right?)…

Trader: “You Always Want To Hit A Home Run – But You Strike Out A Lot.”

“The question you need to be constantly asking yourself is whether any given move or news is fundamentally important or at the margin? Does it break new ground or is just a data point? Will there be some policy response or not?”

Trader: Trump And Xi Are All That Matter Now

“That environment leads to an adamantly divided market. On one side are those who cite growth and liquidity as a reason to always buy the dip. On the other, those who fear calamity, citing the idea that low volatility has induced excess leverage to chase returns and a misallocation of capital.”