The Crucial Nuance Behind Bridgewater Co-CIO Bob Prince’s ‘Boom-Bust Cycle Is Over’ Declaration
“Bob, you’ve just it twice, and I’m still surprised”.
Trump’s Inaugural Committee Sued By D.C. For ‘Gross’ Abuse Of Nonprofit Funds To Enrich Trump Family
“The PIC thus paid 35 times more for rental of event space… than a comparable nonprofit organization”.
Pros, Retail Investors Alike Seen Maxed Out In Bubbly Bull Run
“You’re on 10… where can you go from there? Nowhere. Exactly”.
Trump Turns Davos Presser Into Anti-Impeachment Harangue
“This started the day I came down the escalator with the First Lady”.
Trump Blames Fed, Storms, Boeing For Holding Back Economy, Dow. Says Musk ‘Does Good At Rockets’
The cadence was laughably childlike.
Markets ‘Still Insulated From Shocks’, Nomura’s McElligott Says, Amid Virus Scare
Lions, tigers, bears… it hasn’t mattered.
Dip-Buyers Battle Deadly Virus For Control Of Wary Markets
“I would expect a lot of people are looking to buy”.
South Korea Delivers Big GDP Beat In Boon To Global Reflation Narrative
Hopefully, the spread of the Wuhan virus throughout the region won’t derail the nascent rebound.
Paul Tudor Jones In Awe Of ‘Crazy Times’. Says Bull Has ‘Long Way To Go’ Unless Wuhan Virus Kills Us All
“There’s no vaccination. There’s no cure”.
As Markets Sweat Wuhan Virus, Here’s Where The S&P Is Headed According To $740 Billion In AUM
“Pneumonia apocalypse” wasn’t a box that was available to check.
Don’t Say It, Ray! Dalio Reprises Infamous ‘Cash Is Trash’ Call, Raising Specter Of 2018 Rout
“Do you ever have déjà vu, Mrs. Lancaster?”
‘This Really Isn’t Complicated’: Relentless Tech Rally Prompts Calls For ‘Nasty’ Pullback
There’s a silver lining, though.
Trump’s Wild Davos Boast: I’ve Created ‘A Boom The Likes Of Which The World Has Never Seen Before’
“We have not even started, because the numbers we’re talking about are massive”.
‘People Are Cashing Out’: China’s Yuan Slides Most Since August, Shares Dive As Markets Get Mystery Virus
Nothing like a pneumonia apocalypse to take some of the “hype” out of things.
Hong Kong Shares Are Patient Zero In Viral Pneumonia Scare
“There is a risk of an exponential outbreak”.
Macron’s Claims Of Trump Tariff Truce May Be False Dawn Amid Fractious US-EU Relationship
“…we’re going to have to do things that are very bad for them”.
Macro Tourist: Market May Be Mispricing Pneumonia Apocalypse
“Anecdotally there are reports of N95 face masks trading at 3x retail price.”
IMF Issues Obligatory Downward Revision To Global Growth. Says Things Are Better, But Still Scary
“The projected recovery for global growth remains uncertain”.
How Long Can Liquidity Trump Fundamentals?
Maybe forever, but a word of caution…
JPMorgan’s ‘Great Rotation II’ Thesis Hits Roadblock: Retail Investors May Be Maxed Out
There’s just one problem…
Risk Appetite Moderates But If This Is As Bad As It Gets, All Is Well
Oil is the big story Monday, although many will just write it off to more geopolitical wrangling in far-flung locales.
Gary Cohn: The Economy Is Great, But Trade War And Tariffs ‘Totally Hurt The United States’
“At this point, I don’t have any intention not to vote for the president”.
Markets Pray For Return Of Goldilocks (Sans Bears)
Fingers crossed on “her” being the chauffeur.
With Trump Trial, Alan Dershowitz Resigns To Fate As Professional Devil’s Advocate, Publicity Hound
His animus used to serve a jurisprudential purpose – now, he’s just a cartoon.Â
‘Coiled’ Bonds, ‘Kinetic Tension’ And The Return Of Reflation Frustration
How’s that for dramatizing things?Â
Tech Is A Bubble Again. Sorry.
It’s pretty glaring, folks.
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