Watch Peter Navarro React To China’s New Tariffs With Maria Bartiromo
“They flood our communities with fentanyl”.
“They flood our communities with fentanyl”.
Can you bear the hedging cost?
“I really start to scratch my head”.
There’s always ETFs, though, right?
If this goes on for another five years…
Did you miss it – again?
“Congress has failed as an institution.”
All in all, it was a fittingly sour end to the second-worst May for US equities since the 1960s.
Things have taken a wholly unfortunate turn into month-end.
“Investors should keep a close eye on this.”
“Suddenly we end up with President Bernie Sanders, Vice President AOC, and they appoint Professor Stephanie Kelton as the new Federal Reserve Chairman.”
Does corporate leverage pose a systemic risk? Some perspective…
There’s some hyperbole going on here…
Of ‘LOLz’, ‘gong shows’ and end-of-cycle dynamics.
“Cross-asset performance YTD has had a distinct ‘Goldilocks’ flavor, with equities and bonds rallying together.”
“I think the obvious trade (shorting LQD) will not be a money maker.”
Any takers on a leveraged loan story?
It may well be too late for anyone who didn’t participate in January.
“…sometimes you are compensated for this skewed perception and other times you are not.”
If you’re Donald Trump, there’s a lot to like about Herman Cain.
Is this what you wanted?
The latest from the “BBB apocalypse” saga.
Fallen angel risk, European style.
…nobody wants to assign a high probability to what would be a catastrophic event.Â
A lot of ad hoc musings here cobbled together and submitted for your approval.
Who knows – maybe ask Sophia.
Let’s do some math-ing.
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