Who’s Afraid Of The ‘Dandong’? ‘The Real Market Is Coming Out’ In China
Some folks are defaulting.
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Deadpool.
“Today’s market is in desperate need of a “Value Investor’s DeadPool.†With the constant fleeing of capital from active management into passive (most of which can certainly not be described as moving into “valueâ€), the pain for those investors still believing that buying cheap companies has merit is intense.”
As Screws Tighten, Schumer Warns Trump Of ‘Swift, Unequivocal’ Backlash If Mueller Is Fired
So this is where the wagons get circled. It’s time to go to the mattresses for Trump and his associates. Meanwhile, it’s time for the blogs, Breitbart, and Fox to implement a full-court press to try and deflect from this.
Trump Wakes Up With ‘Wacky Wilson’ On The Brain, Says Media Conspiracy ‘Finally Sinking Through’
Donald Trump decided to sleep in on Sunday morning and take a break from the kind of egregious social media tirades that have plagued his presidency and undercut his agenda since the inauguration.
I’m just kidding.
Some Guy Named Adam Ludwin Wrote A Letter To Jamie Dimon…
“Dear Jamie. Last week you said a few things about Bitcoin” …
Trump Calls Bob Corker A Gutless Begger In Traditional Sunday Twitter Meltdown
“I said ‘NO THANKS’.”
The Austin Powers World.
“There’s real danger but at the same time, the central figures are so laughable that it’s difficult to accept it as reality”…
Sheep Logic.
“There’s no domesticated animal species that has had more of a reputational fall from grace than the sheep. To call someone a sheep today is just about the worst insult there is. To call someone a sheep is to call them stupid and — more pointedly — stupidly obedient and in thrall to some bad shepherd.”
Trump To Declare Iran Deal Not In America’s Interests, Setting Stage For Epic Disaster
Let me just be as clear as possible: this is a potentially disastrous decision. He is going to open the door for Iran to resume its nuclear weapons program and indeed, by effectively spitting in the face of all the parties involved in crafting the deal, he is going to further isolate Washington from the rest of the world.Â
One NFL Player Explains What The Protests Are Really About
“We want to lend our voices to changing this flawed system, which is crippling our nation and especially affects people who are poor or of color.”
John Kerry: If Trump Backs Out Of Iran Deal, It Will Be Washington, Not Tehran That’s Isolated
“we believed it would be easier to deal with other differences with Tehran if we weren’t simultaneously confronting a nuclear regime.”
What, No Nukes?
There’s always tomorrow.
‘Bearishness Comes At You Pretty Fast’
“The difference this time is that those macro pressures are being combined with a broad array of idiosyncratic negatives.”
Sell FANG – Tech Is ‘More Tired Than Lindsay Lohan’s Probation Officer’
“During the last couple of weeks I have noticed that often Nasdaq underperforms the broad market, and it looks more tired than Lindsay Lohan’s probation officer.”
27 Mental Health Experts Wrote A Book About Trump: Here’s An Interview With One Of Them
“There will not be a book published this fall more urgent, important, or controversial than The Dangerous Case of Donald Trump, the work of 27 psychiatrists, psychologists and mental health experts to assess President Trump’s mental health.”
‘They Won’t Be Here Much Longer!’ Trump Says He’ll Destroy North Korea, Threatens To Fire NFL Players
Paging John Kelly, paging John Kelly…
I’m Out Of Bullets, How About You?
Can I borrow your double-edged sword?
‘Aaaaand, There It Is’: Letters On The Confederacy From Ben Hunt’s Mailbag
“We are ALL being played. Including JD.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
You need an upgrade.
The Storm, Manufactured Existential Crises, And Competitive Games
If you’re reading this, you’re probably in the investment industry, or at least have an interest in financial markets. If you’re in the investment industry or in the financial markets, you like to win. So you’re not going to like my answer.
We play. And we lose.
With Corporate Debt-To-GDP At An All-Time High, The Defaults Are Coming…
I have absolutely no idea how any of that is sustainable and/or realistic.Â
Always Go To The Funeral
But Brutus says he was ambitious;
And Brutus is an honorable man.
2 Letters To WaPo On Monuments And Heroes Who Aren’t Heroes
“These are hard and painful issues to debate, but if we’re going to remove monuments and tributes, we shouldn’t cherry-pick the issues.”
Beeeeeep. I’m Not Sure This Is A Great Idea…
The rather glaring question is what the hell happens in the event exogenous shocks conspire to upset the apple cart?
There Was A Nazi Rally In Charlottesville. Today. In America. In 2017.
Complete with torches, swastikas, KKK members, and of course, Trump supporters.
Questioning The ‘Socially Responsible’ Dollar Narrative
“It’s tempting to craft a narrative that global investors are fleeing the dollar because of U.S. political considerations, and that may well explain some of the greenback’s weakness (after all, the euro’s rally kick-started when the establishment candidate won in France). However…
Jobs Report Beats
U.S. July Nonfarm Payrolls Rose 209k; Unemp. Rate at 4.3%
Avg. hourly earnings 0.3% m/m, est. 0.3%, prior 0.2%; Y/y 2.5%, prior 2.5% est. 2.4%
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