“Damn, I was so looking forward to those 24 million”…
Is the Le Pen “tail risk” becoming more tail risk-ish?
“We don’t have that. You’ve got Russia!”
“Indeed, the past few decades are replete with examples of gridlock and government inactivity being a fertile environment for U.S. financial markets.”
How obvious is this?
Warning: Sarcasm dead ahead.
“Snap is a ‘platform for the imagination’; fun place to spend time, which can be monetized.”
“In our view, the failure to push through healthcare reform by the GOP last week was possibly the best thing to happen to Trump trades since the inauguration. “
“Well, that was fast, if predictable. We’re referring to the conventional wisdom that has moved without a moment of self-reflection from declaring Donald Trump to be a dangerous fascist to a hopeless incompetent.”
The barometer for how the market feels about the US reflation narrative is flashing red…
“That’s it. It’s over. The HY bubble has burst.”
“We’ve come too far, there’s too much to lose!”
Are your stocks on the list?