Toxic Brew: Full Week Ahead Preview
This should be all kinds of amusing.
Come One, Come All! Recapping The Trump Circus Ahead Of A Pivotal Week
It’s almost unfathomable that things could get any worse from here, but make no mistake, they invariably will.
Jeff Sessions Back In The Hot Seat As Reuters Says ‘Mr. Magoo’ Lied To Congress About Papadopoulos
So Sessions lied about lying.
Good News: The Marginal Equity Buyer Is Back (And Bigly)
Is the marginal equity buyer back?
Trump Spends Sunday Morning Ranting About Comey, McCabe, Mueller – Says Fox & Friends Clears It All Up
Well fast forward to Sunday morning and, unable to restrain himself or otherwise keep from effectively indicting himself in real-time in front of the entire world, the President was out with this series of absurd rantings…
Growth Is The New ‘Value’ – If You Just Divide Up The Numbers ‘Right’
“In a surprising twist, some high multiple growth stocks actually represent an appealing “value†opportunity.”
Marko Kolanovic On BTFD, Trade Wars, ‘Clickbait’ And Trump Impeachment
Marko Kolanovic – a.k.a. “Gandalf”, a.k.a. the “half-man, half-God” – has a new note out and it’s great.
John Dowd: On Behalf Of The President, ‘I Pray Rosenstein Shuts Down Mueller Probe’
I’m sure you can see where this is going.
President Trump, Episodes 419 & 420: Macabre / McCabe
So stay tuned – “the ratings will be tremendous.”
David Stockman: Amazon Is The ‘Bubble Tracker’
“Since the rules of arithmetic apparently have not yet been “disrupted”, AMZN’s implied multiple on operating free cash flow has erupted from an already frisky 39X to a completely absurd 120X.”
Different Week, Same Joke.
Another week and the same joke continues to apply.
Here’s Your ‘Plunge Protection Team’ (No Conspiracy Theories Necessary)
No conspiracy theory about Janet Yellen playing futures trader from her living room necessary.
Tariffs And Tightening: Here’s What $350 Billion Worth Of AUM Is Thinking
For what it’s worth.
Breathe In, Breathe Out
“Waiting to inhale.”
Fox News Is Worried White Nationalists Will Become Extinct Before Black Rhinos (Really)
“The black rhinos got an advantage because he’s black.”
Dollar Strength Is Hiding In Plain Sight, And One Strategist Says It’s Here To Stay
Sustainable rally or dead cat?
H.R. McMaster Out As Trump’s National Security Adviser: Report
Another one bites the dust.
One Bank Asks: Is Globalization Dead?
Spoiler alert: no.
David Stockman: ‘Kudlow’s Job Is To Dig Through A Pile Of Horse Manure And Find Trump A Pony’
“That’s because his newly appointed task will be to dig through Ronald Reagan’s proverbial room full of horse manure to reassure the Donald that there is a pony in there somewhere.”
From Russia With Love.
Trade wars, Russians, morons, markets.
It’s Mueller Time (Again): Special Counsel Subpoenas Trump Organization, Demands Russia Docs
If Donald Trump was thinking about firing Jeff Sessions and replacing “Mr. Magoo” with someone who’s a little more gung-ho when it comes to obstructing justice by the pussy, now might be a good time to go ahead and speed the process up.
Trump Now Reportedly Convinced He Is Good At Presidenting, Which Means Everyone Is Fired
““We need a president who knows how to run a business,†they said, because they are very stupid people who think the United States Government is a lot like a business. Unfortunately, they elected a businessman who isn’t good at business. 🙁
‘I Had No Idea’: Trump Made Up Numbers In Trudeau Meeting, Says Japan Drops Bowling Balls On Car Hoods
“So, he’s proud. I said, ‘Wrong, Justin, you do.’ I didn’t even know. … I had no idea. I just said, ‘You’re wrong.’ You know why? Because we’re so stupid”
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