Key Calls (Friday): Upgrades, Downgrades & Initiations
You need an upgrade.
Search Results for: tom lee
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%
This Is The ‘Go-To’ ETF For Tactical Purposes In Oil
“The bigger picture context is that investors need to be aware that different ETFs are used for different purposes. Frequently, there is one ETF which becomes the “goto†vehicle for tactical purposes for a given market segment. Within Energy, XOP has emerged as that vehicle.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
Asian Stocks Soar To 9-Year High: ‘The Bar Has Reopened And People Are Getting Drunk’
“It’s like the bar has reopened and people are coming back again for drinks,” BDO’s Jonathan Ravelas added. “There is no threat coming from inflation so the risk of another interest rate hike in the U.S. has diminished significantly.”
Are We Now Ok With Encouraging Foreign Dictators To Hack Domestic Opponent’s Emails?
“The problem with dwelling too much on the covert forms of collaboration, which we have come to call “collusion,†is that doing so risks letting Trump at least a little bit off the hook for what is not meaningfully disputed: that the president publicly, knowingly, and repeatedly (if only tacitly) collaborated with a foreign power’s intelligence effort to interfere in the presidential election of the country he now leads.”
Goldman Previews Q2 Earnings Season
Look, here’s the thing: Goldman has got some shit on their chest they need to get off with regard to upcoming earnings results.
The Quantity Theory Of Sanity: Is There Enough Sanity To Go Around?
“It requires an extraordinary amount of fine-tuning to remain sane. An incredible number of things has to work out in a coordinated way for a person not to flip out at some point in his life.”
The ISIS Ideology: Something Borrowed, Something New
“…not one bore any substantive relevance to Islamic State ideology, suggesting a shallow ideological grounding at best.”
Is This It For Trump?
“For months, Trump watchers have wondered: What will it take?”
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
Are your stocks on the list?
Guest Post: The End Game
“We have too much debt. It’s simple math. We are screwed. Full stop.”
You must be logged in to post a comment.