‘Transient Or Persistent’: What Does Credit Know That Everything Else Doesn’t?
Maybe nothing. Consider it unresolved.
Search Results for: space force
Credit Disagrees With U.S. Stocks (Again): Who’s Right?
Spoiler alert…
Urjit Patel And The Dollar Liquidity Shortage Debate
The “double whammy” problem.
All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview
Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.
Who Really Understands The Risks? It’s Probably Not Who You Think.
I think that gets it backwards.
‘Overshoots’, ‘Devastation’ And The Always Enthralling Term Premium Debate
… the overarching narrative makes sense and even if it didn’t, it doesn’t have to. That’s the thing about narratives.
David Stockman Says This Cycle Is An Octogenarian – At Least
“…like in the case of an aging human, where weakened defenses and impaired resilience cause it to succumb to infections and other exogenous threats, the main street economy is exceedingly vulnerable.”
Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future
“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”
Down $3.8 Billion Already, Deripaska Will Fight To The Bitter End – Aluminum Jumps
As a reminder, this has already cost Deripaska nearly $4 billion in personal wealth.
Treasury May Drop Rusal Sanctions If Someone Says ‘Please’ – Aluminum Drops
I wonder if anyone told Nikki Haley or whether she’s still “confused”…
All Eyez On 3
The selloff in the long end late last week and accompanying steepening has everyone squarely focused on that oh so scary round number again and yields ticked up a bit more overnight, ensuring that your coworkers will be forced to begrudgingly try and come up with some new factoid about 3% so they can impress their colleagues.Â
Around The World In 1,200 Words: Full Week Ahead Preview
As usual, lots on the docket.
Behold: An ‘Incubator For Vicious Steepeners’
Something tells us this is an underappreciated tail risk, indeed.
A Bit Of Confusion.
Well, that was interesting.
Here Are The Biggest Risks Facing Tech
This debate is obviously crucial for the market going forward. Everyone is acutely aware of how important it is for tech high-fliers to avoid an Icarus moment until we finally see the fabled “rotation” back into value or, more simply, until another sector proves it’s capable of taking the baton in this aging bull market.
International Community Reacts To Syria Strikes – Around The World In 1,300 Words
What’s everyone thinking on Saturday? Well, I’m glad you asked…
U.S., U.K., France Launch Air Strikes Against Assad Regime In Syria; Operation Said Completed
‘RIGHT NOW THIS IS A ONE-TIME SHOT’
Slime Balls, Animals And Lawyers, Oh My!
All you can do is laugh.
David Stockman: ‘It Can Be Well And Truly Said That Trump Has Gone Stark, Raving Bonkers’
“And, no, he is not playing some kind of clever 5-dimensional chess or 3-dimensional chess that the talking heads were gumming about this AM. He’s not even playing checkers—to say nothing of pick-up-sticks.”
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?”
Toon Time.
C’est la vie.
Just Waiting On The ‘Hammer Blow’ That Cracks The ‘Egg Shell’
Oh well, at least space is safe.Â
There’s Nowhere To Hide.
Good luck.
ECB Minutes Show Bank Concerned About ‘Premature’ Emancipation (Of Markets)
Happens to a lot of guys.
Trader: ‘I Don’t Know How Else To Say It – It’s Different This Time’
“As I struggle to find the words to communicate my thoughts, I worry they will be misconstrued. Yet I don’t know how else to say it – except to blurt it out. So at the risk of being labeled a fool, here it goes - it’s different this time.”
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