‘You’re Going The Wrong Way!’
“Oh, they’re drunk. How would they know where we’re going?”
Albert Edwards: ‘TrumpÂ’’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’
“…a ruinous fiscal deficit in excess of 15% of GDP will be Trump’s legacy.”
Trader: Here’s Why I Would Fade Ray Dalio’s Massive Short
“We will probably never know, but I think it’s an interesting exercise to speculate on the reasons for the massive bet.”
Wall Street Weighs In On ‘Super-Important’, Bigly Tremendous CPI Beat
“…inflation risks are clearly shifting to the upside.”
CPI Quick Take: What Happens When The Battle Is ‘Won’?
That’s the question.
Futures Plunge, Yields Spike As CPI Fears Realized
Well there you go folks.ÂÂ
CPI Blows Through Estimates, End Of World?
U.S. JANUARY CONSUMER PRICES RISE 0.5%; CORE INDEX UP 0.3%
The Most Critical Number In The World Or Mountain Out Of A Molehill?
And so we waited, breathless.
Overnight: Yen-Sanity
It was all about the yen overnight. Again.
Market Correction: Lessons From 2006
If you’re looking for some confirmation bias for your still-bullish outlook…
Die Another Day.
So the real drama (if there proves to be any) will come tomorrow.
Trader: ‘I Don’t Know How Else To Say It – It’s Different This Time’
“As I struggle to find the words to communicate my thoughts, I worry they will be misconstrued. Yet I don’t know how else to say it – except to blurt it out. So at the risk of being labeled a fool, here it goes - it’s different this time.”
Look! A ‘Junk Stock VIX’
Looking for a new leading indicator? Here’s one candidate.
‘Is This The End Of The Central Bank Put’?
It may be time to question your religion.
White House: No No No, Trump Was Defending The *Alleged Rapist* Not The *Wife-Beater*!
“Anyway, as of five days later, the president of the United States has wished well the wife-beater, and MAYBE the rapist, and definitely himself, for whom he has much compassion, and not any of the women, if you were keeping count, the end.”
Waiting For Wednesday.
Ahead of a “make or break” moment.
You’re Not Panicking Enough Yet.
Or, put differently, how much would it take to break the spirit of market participants who have been conditioned, Pavlov style, to buy any dip no matter how small?
David Stockman: Last Week Wasn’t An Error
“Last week’s twin 1,000 point plunges on the Dow were not errors.”
Lured By Yacht Promise, E*Traders Opened 64,581 New Brokerage Accounts In January
And see it’s not so much that the timing was horrible as it is that the writing was on the wall.
‘This Is Poorly-Timed’: Credit Suisse Ups Rate Hike Forecast Amid Budget Boondoggle
Don’t say you weren’t warned.
‘Coincidence? We Don’t Think So’: Pinnacle In S&P P/E, Bitcoin Was ‘Peak Excitement’, Morgan Stanley Says
So watch bonds. And the dip buyers. Oh, and maybe Bitcoin, too…
Ray Dalio’s ‘Pretty Stupid’ People Are The Only Ones With Real Positive Returns In 2018
“If you’re holding cash”…
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