Hedge Funds Didn’t Lose That Bet To Warren Buffett Because Passive Indices Will Always Beat Active Managers Over The Long Term But Because They Just Picked The Wrong Decade To Bet On
That’s the real reason Buffett’s declining a sequel and not because actuarial science says he’ll be dead by the time it ends.
‘It All Makes Sense When You Look At It Right’: The Dollar, Yields, Oil And The EM Bloodbath
“…you gotta like, stand back from it, you know”.
RBC’s Joseph Spak Writes Letter To Elon Musk That’s Just As ‘Boring’ And ‘Boneheaded’ As The Questions He Tried To Ask On The Tesla Call
Think of it like a reverse Dear Abby, where “Abby†is called “Elon†and via a collection of companies, “she†makes semi-autonomous (and seemingly combustible) electric cars, literal rocket ships, mass market flamethrowers and in the not-so-distant future, candy.
The Day After.
One day on…
Trader Asks: Emerging Market ‘Meltdown’ Or Much Ado About Nothing?
“The start of something? Or much ado about nothing?”
‘Who Knew Michael Cohen Was Leonardo da Vinci?’ Trump Lawyer Trolled As Novartis, AT&T Struggle To Explain Ties To Porn Star Slush Fund
Now, everyone listed in that document is scrambling around to try and explain exactly why they wired a shit load of money to a shell company that, among other things, was used to payoff a goddamn porn star who (allegedly) spanked the President of the United States with a magazine, before fucking him while watching Shark Week.
Did January 2018 Mark ‘Peak Retail Investors’?
Ahhh, retail investors.
Fired DE Shaw MD Shocked That Anyone Was Offended By His Mel Gibson Impression What With All The Orgies Raging In The Office
Daniel Michalow admits to being an asshole, but he also wants David Shaw to know that erryone at DE Shaw be f@ckin.
10Y Yields Are Back Above 3% And Oil Is Surging – What Happens Next?
10Y yields rose above 3% again overnight, so I guess Jamie Dimon is getting closer to being “right” all the time.
Jamie Dimon Understands That His Future President Self May Have To Deal With A Recession And/Or Higher Yields
“Someone asked me once, what’s the odds of a recession? I said it’s 100 percent. But the question is when.”
Hold My Beer While I Poke This Hornet’s Nest.
Well, he did it.
It’s Official: Trump Exits Iran Nuclear Deal, Accuses Tehran Of ‘Nuclear Blackmail’
TRUMP SAYS U.S. WILL EXIT THE IRAN NUCLEAR DEAL
Argentina Looks To IMF For $30B Credit Line Amid Run On Currency
Anyone want to try and predict what comes next here?
Trump Will Withdraw From Iran Deal, Let Sanctions Go Ahead, Crude Whipsawed
Draw your own conclusions.
Goldman Says Overweight Cash As Ray Dalio’s ‘Pretty Stupid’ Cash Holders Still Looking ‘Pretty Smart’
There is suddenly an alternative.
Italian Ice: Who Wants To Have A Snap Election In July?!
Draghi probably could have done without this.
Here’s What’s At Stake In Trump’s Tuesday Announcement On The Iran Nuclear Deal
“The ratings will be tremendous.”
Problems Are Emerging.
Who said EM meltdown?
Pushing Against The Big Wave
“And if the money velocity stops declining, and god forbid, even increases, what will happen to the mountain of monetary stimulus that has been administered over the past decade?”
BofA Analyst Who Predicted Demise Of Armchair Vol. Sellers Has A ‘Notoriously Good’ Leading Indicator He Needs You To Look At
You’ll either listen to Michael Hartnett, or you’ll end up like Seth.
Who’s Doing The Selling In Emerging Markets? It’s The ‘Smart’ Money, Stupid.
Trade accordingly.
Or actually don’t – because if the above is right and you sell, then you’ll end up exacerbating the situation
The ‘Enemy Of Interest Rates’ Is Not Holding The Turkish Central Bank Hostage, Why Would You Say That?
But hell, I don’t know. Maybe I’m just a scheming “Gulenist tool” like Preet Bharara.
More Good News Out Of Eurozone Economy And By ‘Good’, I Mean ‘Bad’
You know that “global slowdown” narrative that seems to be gradually supplanting the “synchronous global growth” meme that dominated in 2017? Yeah, so that was reinforced a bit on Monday.
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