‘We Call Upon Our Brothers And Russia Not To Appease Trump’: Iran Says 3 Members Will Veto OPEC Supply Hike
“We as Iran, and I hear Iraq and Venezuela, are against any increase in OPEC production.”
Search Results for: $100 billion
One Trader Weighs In On ‘The European End Game’
“…we have long passed the point where Germany can walk away from this union. Let’s forget the political implications of an EU collapse (which are considerable and provide a great degree of inertia for the EU remaining together), and instead focus on the fiscal implications.”
‘The Tweet Moved The Saudis’: How Trump Arrested The Oil Rally
“Loud and clear”.
Or at least “loud.”
‘We Highly Recommend Not Riding This One Out’: As Oil Passes $80, Goldman Reiterates Commodities Case
“And this current rally likely has room to run, particularly from a returns perspective, as the current fundamental backdrop for oil is now more bullish than we had expected as strong demand now faces supply disappointments.”
Iran Thinks Trump Has Secret Plan With ‘Some OPEC Members’ To Drive Up Oil Prices
I mean, I guess you never know.
Forget The Bombs, Buy The Stocks.
Risk on.
David Stockman Is Not Particularly Amused With Your Inflation Targeting
“Is there any evidence that the microscopic variance between 1.9% and 2.3% inflation on the PCE deflator makes any difference to the performance and prosperity of the main street economy?”
It’s Time To Talk About Petrodollar Flows
If you do the math there, that means that in the space of just two years, there was a ~$400 billion decline in reserve accumulation from oil exporters. That’s “QT” – depending of course on what they’re accumulating.
From GDP To Cars & Planes To Sorghum Duties, China Smothers World With News
China is going to hit you with so much news that you’ll have a difficult time crafting a consistent narrative and who knows, maybe that’s the point.
Go Long.
And it’s only Monday.
Trader Recounts ‘The Greatest Risk Arb Of All-Time’
” Most of what I learned about this trade was through rumours heard at bars and tidbits passed along the trading desk at slow moments. Yet I think I know the story well enough to recount the tale of one of the gutsiest risk arbitrage plays of all time.”
China: We’ll Take ‘Immediate, Intense’ Action If U.S. Publishes New Tariff List
An “immediate, intense” fucking.
Epsilon Theory’s Latest: The Icarus Moment
“What if I told you that you’ve been whipsawed by a cartoon, and you’re going to be whipsawed again?”
David Stockman: This Is ‘The Rigor Mortis Of A Dead Bull’
“…what more evidence do you need that the financial markets are completely uncoupled from reality and that these feeble bounces between the 50-day and 20-day chart points are essentially the rigor mortis of a dead bull?”
New From Epsilon Theory: ‘But What Is It, Really?’
“The name of the thing being sold isn’t always a very good representation of what the thing is, sometimes for innocent reasons, and sometimes because crunchy, raw, unboned, real, dead frog doesn’t sound very appetizing.”
David Stockman: ‘Goldilocks’ Is A Figment Of Your Imagination
“That was fast.”
Trader: Here’s Why I Would Fade Ray Dalio’s Massive Short
“We will probably never know, but I think it’s an interesting exercise to speculate on the reasons for the massive bet.”
ETF Hot Potato! Investors Were Highly ‘Active’ In ‘Passive’ During Selloff
Well damn. That moved from “early-stage” to “advanced” de-risking pretty goddamn quickly, didn’t it?
‘Yesterday Was A Hell Of A Crazy Day’: Online Gold Sales Explode Amid Bitcoin Plunge
“…emails and phones did not stand still.”
‘American Carnage’: 5 Real Problems In An Otherwise False Narrative
As this year melts into next, we thought we’d revisit five key problems the country faces for readers who have a keen interest in the extent to which America, while not the barren, bone-strewn wasteland imagined in Donald Trump’s inauguration speech, does have a set of rather serious issues it needs to address in 2018.
Bitcoin Hits Escape Velocity: Insanity Goes Vertical In Late Wednesday Surge
This horse has left the barn.
Who’s Going To Defuse The $1.3 Trillion Student Loan Bubble?
Whatever the case, we shouldn’t lose sight of these two trillion-dollar bubbles because, well, because they are trillion-dollar bubbles and generally speaking, trillion-dollar bubbles do not just go gentle into that good night.Â
We’re All Doomed: Bitcoin Boy Band Edition
“I know a lot about Bitcoin.”
Chuck Norris Goes Long Volatility
“…people think that even Chuck Norris can’t make money buying vol.”
The ‘Doom Loop’: How VIX ETPs Exacerbated Last Week’s Vol. Spike
That is all kinds of precarious for all kinds of reasons that should be obvious to anyone with any sense.
Goldman Answers The Big Question: “Are Volatility Selling Strategies Crowded?”
Fresh off releasing a 28-page report on the low vol. regime called “The Upside Of Boring,” Goldman is out on Wednesday asking an important question: “Are Vol. Selling Strategies Crowded?”Â
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