Sunset.
Of populism, hegemony and Western democracy.
Of populism, hegemony and Western democracy.
The prospect of punishing tariffs isn’t helping matters.
I doubt it, but as Trump would say, “we’ll see what happens”…
A can kick to next month is about the best you can hope for when it comes to an announcement on the future of QE.
Don’t panic.
Phew. Glad that’s settled.
“Quick – the United States suddenly backtracks on half century of globalization and enters a trade war with almost all of its trading partners – do you buy or sell equities? And how about bonds?”
Ciao Bella.
Draw your own conclusions.
Fault lines, 90th percentile risks and the probability of stepping on a land mine.
“Trump explained that England, which banned guns, is very stabby, and there’s blood all over the floors of the hospitals of Knifecrime Island.”
“Needless to say, you can’t capitalize those types of gains because they are non-recurring and non-sustainable.”
War? Let’s hope so! Happy Monday!
K.I.T.
“I think, from everything we’re seeing”, that the world is ending.
“It has been just too great a strategy to call the bluff of those advising caution.”
Plenty to fret about (and laugh at).
What’s everyone thinking on Saturday? Well, I’m glad you asked…
After all, the market’s muted response to geopolitical turmoil in 2016 and 2017 was in large part down to the central bank put, which is now in question. And it goes without saying that the low vol. regime seems to have come to an end over the past couple of months.Â
Tuesday was another day that had a distinctly circus-like character to it…
“The single most important price in all of capitalism is the interest rate—-and at all points on the maturity curve. And the single most important truth about honest interest rates is that they must be discovered by markets, not imposed by the state.”
“…to all you Marty McFlys out there”…
“Ryan offered little reaction to the notion.”
This is completely normal.
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