Harley Bassman: ‘Be Prepared For MMT To Be Implemented’
“Maybe it will be different this time……not likely.”
Here’s What Nomura’s Charlie McElligott Is Watching For From The Fed
Here’s a quick primer on the key debates and discussions.
SocGen: ‘Sell In May’ Is Less Likely To Work This Year
This time is different, apparently.
Mueller To Barr: ‘You Did Not Capture The Context And Substance Of My Work’
“There is now public confusion about critical aspects of the results of our investigation.”
As Carl Icahn Joins MMT Fearmongering Party, We Promise Not To Play You An Embarrassing CNBC Clip From 2016…
Just kidding! Here’s the clip.
Trump: ‘Lowering Of Rates’ By ‘Like One Point’ Will Make Us Go ‘Up Like Rocket’, Weeee!
Trump has (again) transcended satire.
The Appearance Of Routine Dip-Buying And A Fresh Look At The ‘Sell In May’ Cliché
It appears as though there’s always “someone” buying the proverbial dip – an invisible hand, as it were.
Donald Trump, ‘Harassment’ Victim, Wishes He Didn’t Have To Sue Deutsche Bank, But That’s Just How Coverups Work Sometimes
This should be seen for precisely what it is…
Nomura’s McElligott Weighs In On China PMIs, Warns Don’t Buy Into ‘Ridiculous’ Story About ‘Hedge Funds Shortest VIX Ever’
“Do NOT buy into the ridiculous ‘Hedge Funds Shortest VIX Ever’ as some sort of lame ‘complacency’ indicator.”
Sun Peaks Through Clouds In Europe
This ain’t nothin’ – so to speak.
Closely Watched PMI Data Out Of China Misses, Suggesting Recovery Still Fragile
Not out of the woods quite yet, apparently.
Oil’s Correlation With Stocks Could Affect Trump’s Iran Decision Calculus
“This is useful to know”…
One Pro’s Reminder: ‘There Needs To Be Someone On The Other Side Of The Trade’
“Do you think Stanley gets on twitter and argues with those who disagree with his market viewpoint?”
Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate
“For what it’s worth”…
As Mainland Mania Fades Further, ‘Plan B’ Is ‘Plan H’
A “catch up phase” in Hong Kong and a cloudy outlook for Mainland shares after Q1 surge.
Not ‘Cutting’ It: Full Week Ahead Preview
Powell back on the hot seat.
You Say You’re Concerned About Corporate Leverage, But Are You Lying?
Is this just lip service?
From Lacy Hunt’s MMT Interview: ‘Nearly 100% Of Our People Would Be Miserable, Absolutely Miserable’
“Suddenly we end up with President Bernie Sanders, Vice President AOC, and they appoint Professor Stephanie Kelton as the new Federal Reserve Chairman.”
There Are No More High-Speed Collisions, Only ‘Parking Accidents’
Does corporate leverage pose a systemic risk? Some perspective…
The Acquittal Of Fear: How The Financial Crisis Changed Our Perception Of Reality
“Fear has been elevated to a new heuristic.”
It’s (Still) About The Buybacks
“Plunge protection” – no conspiracy theories needed.
China May Have Saved Itself, But What About The Rest Of Us?
…you’re left to question both the will and the ability of Beijing to prolong the global cycle.
Here’s Why It’s Important To Call Out Larry Kudlow For The Thousandth Time
Not because it’s funny – rather, because it’s not funny.
Crude Plunges As Trump Says He Called OPEC, CTAs Partially Delever Max Long
“You gotta bring em’ down.”
Skin-Deep GDP Beat Suggests Things Might Not Be So Great (Again)
A quick look under the hood is all you need.
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