And Now, We Wait.
It says a lot about how uninspiring a given day truly was when the biggest news involves Larry Kudlow.
What If China Rolls Over? Lessons From Japan
“I would have never guessed that Japan’s commodity usage held up so strongly following the bursting of their financial bubble.”
Michael Cohen’s Mad Lawyerin’ Skillz Still Not Sufficient To Shut Porn Star Up
“Cooley Law School in the hizzouse!”
Goldman Puts Area DJ David Solomon In Line To Be Next CEO
Ok, well that didn’t take long.Â
Where The Risks Are: A Spider Web Of Financial Excess
“Mostly reassuring.”
Mueller Possibly Close On Obstruction Charges, Deliberately Slow Playing Trump: Reports
We’ll leave it to you to decide which of those two things is more likely here.
Look, Abe And Aso Are Real Sorry For Doctoring Those Goddamn School Papers, Now Can We All Just Get Back To Buying Some Stocks Please?!
Don’t worry, he’s got it under control.
A Lonely Landmine: Full Week Ahead Preview
Trade banter and CPI. That is all. Or at least all we know.
Trump Shatters Own Record For Sheer Amount Of Batshit In One 24 Hour Period
A Dennison special, to be sure.
Goldilocks Goes To War
After all, she’s got a habit of hanging out with and implicitly taunting bears…
How Trump’s Tariffs Are ‘Perversely’ Consistent With China’s Medium-Term Goals
So that’s amusing and I’m not entirely sure that’s what Trump had in mind. Or who knows, maybe a “very stable genius” has thought all of this through and talked about it with his best friend Xi who “some people call the king of China.”
Marko Kolanovic: ‘Imminent Concerns Are Overblown’, Stay Overweight Stocks
“Narrative of recent selloff: imminent concerns about inflation, rates, trade wars, and a growth downshift are overblown, in our view.”
David Stockman: ‘Trump Is Pointing At The Wrong Bureaucrats’
“But two things are absolutely clear about the “why” of this $15 trillion calamity. To wit, it was not caused by some mysterious loss of capitalist enterprise and energy on America’s main street economy since 1975. Nor was it caused—contrary to the Donald’s simple-minded blather—by bad trade deals and stupid people at the USTR and Commerce Department.”
Jim Grant On The Bond Bear Market, Jerome Powell And Much More
“I’m a little bit more fatalistic. You know, we have come to accept that financial markets are driven by people and by policies and by personalities. And, what is Chairman Powell going to do? What will President Trump tweet next? As if they were in charge. Well perhaps sometimes they are not in charge.”
Trump In Talks With Clinton Impeachment Lawyer Because That’s Something One Does When One Isn’t Worried
Listen, Donald Trump is not concerned about the Robert Mueller probe, ok?
Steve Bannon Shows Up At Marine Le Pen Shindig, Says He’s ‘Honored’ To Be A Racist
Is that right, Steve?
Michael Cohen Is Turning Out To Be Inept At Falling On Porn Star Payoff Grenades
“Which leaves Trump with two options.”
Are Trump’s Trade Wars Fake News?
But don’t tell any “very stable geniuses” that. Because they might be inclined to try and prove you wrong.
David Stockman: We’re All Just ‘Waiting For The Pin’
“…meaning that the morning after is going to bring a truly hellacious hangover.”
The Interview.
Well, what can you say about this week?
Trump’s Lawyers Have (Stable) Genius Plan To End Mueller Probe: WSJ
Yeah, this is never going to work.
Expensive Rug Enthusiast And Ruble Collector Extraordinaire Flagged For Treason By Pissed Off Beard Guy
“Because when you insist on gumming up the works and making Robert Mueller try you in both DC and Virginia, you wind up with two probation officers watching you via two different GPS systems. Womp womp!”
Blankfein To Leave Goldman As Soon As Year’s End
Ok, well Lloyd Blankfein is said to be on his way out at Goldman.
What Wall Street Is Saying About The ‘Goldilocks’ February Jobs Report
In any event, here is some of the early analyst commentary that will of course continue to trickle in throughout the day from whoever hasn’t already headed out to the bar (which is where I would have been by now on a payrolls Friday were this two years ago).
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