Is This It For Trump?
“For months, Trump watchers have wondered: What will it take?”
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Mika Brzezinski, Joe Scarborough: “Donald Trump Is Not Well”
” This year, top White House staff members warned that the National Enquirer was planning to publish a negative article about us unless we begged the president to have the story spiked. We ignored their desperate pleas.”
Reality Check: Rolling Back Globalization Is A Really Stupid Idea
“But rolling back globalisation would be as foolhardy as rolling back technological change.”
Guest Post: Somewhere Cheap To Hide
“I don’t think there is any rush to buy. Yet for me, this is a perfect uncorrelated value story. Somewhere cheap to hide while the rest of the crazy extended market swings around.”
Peter Pan’s Revenge: Kuroda Thinks You’re Crazy To Think BoJ Is Not Still Crazy
“The moment you doubt whether you can fly, you cease forever to be able to do it.”
Goldman Spent A Long Time On This Awesome Fed Preview, So The Least You Can Do Is Read It
Ok, so the Fed is going to hike tomorrow. And the best part about it
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Political Immunity” And Markets
“Technical factors and central bank liquidity have allowed markets to suspend disbelief.”
Guest Post: The Mindfuck
“One should think of wealth as an instrument that enhances the persuasive power and influence of an individual. Being able to convince poor people to vote against their direct interests and in favor of the oligarchs, and to convert these things into laws and tax codes.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
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Guest Post: The End Game
“We have too much debt. It’s simple math. We are screwed. Full stop.”
Turkey Referendum: Everything You Need To Know About This Weekend’s Biggest Geopolitical Event
“Tomorrow is very important, you must absolutely go to the polls,” Erdogan urged the crowd. “Don’t forget that the vote is our honor.”
As Trump Ponders 50,000 Troops In Syria, Here’s A Little Perspective On ISIS
Let’s just be clear about one thing: the idea that retaking Raqqa from Islamic State
Is “Vive La France” The Rallying Cry That Gets Oil To $70? One Bank Thinks So
“Should a synchronous recovery take hold, we believe dollar weakness would be bullish for USD oil prices. While micro supply/demand fundamental oil balances still point to higher oil this summer, oil could soon sing “Vive la Franceâ€. We retain our $70/bbl end-of-June target for Brent.”
While You Were Watching That Screaming Guy On The Plane (Again), I Was Buying Yen
Well, it kinda feels like everyone just said fuck it and bought the yen overnight
“And The Rippers Mumbled ‘Thank Your Lord'” – Home “In” The Range With An FX Trader
“Don’t you just love it when these great communicators say “some people misconstrued what I said last week?â€
Syria’s Assad Drops White Phosphorus On Villages: Report
Syrian Jets Bomb Idlib Town, Using White Phosphorus: Jazeera
Presenting The Syria Chemical Weapons “Kill Chain”
“Based on information released by the U.N., the Organisation for the Prohibition of Chemical Weapons (OPCW), nongovernmental organizations, and the U.S. and European governments, it is possible to construct a picture of the Syrian government’s entire chain of command involved in the research, production, weaponization, planning, and delivery of chemical weapons.”
“Appropriate And Just”: Congress Reacts To US Airstrikes On Syria
From the hawks to the “that was probably Unconstitutionals”…
Car-mageddon: Your Complete Guide To A Bursting American Auto Bubble
“There are a number of negative implications from what we’re observing, including rising negative equity in new car loans, lengthening ownership cycles, tightening credit, and potential for deteriorating mix/pricing (And we see risk of continued deterioration as used vehicle prices remain under pressure, and new vehicle inventories remain elevated).”
Key Calls (Monday): Upgrades, Downgrades & Initiations
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Trump Is President And “You’re Not” & Other Things We Learned From TIME’s Trump Interview
“But that’s the story. Hey look, in the mean time, I guess, I can’t be doing so badly, because I’m president, and you’re not. You know. Say hello to everybody OK?”
Trump Trade In Focus: All Eyes On Healthcare Bill As Yellen Lurks In Background
It’s do or die for the reflation narrative.
Auto Deflation Arrives: GM “Aggressive Discounting” Raises “Clear Cyclical Concerns”
“We’ve noted individual automakers increasingly engaged in aggressive discounting. GM is suddenly standing out in this regard with incentives up $1,350 per vehicle.”
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
