‘Chosen By God’: Kirk, Owens, My Pillow Guy Make For Surreal CPAC Circus
“I see the greatest president in history. Of course he is, he was chosen by God.”
After ‘Goldilocks’ Rally, One Bank Ponders What’s Next
“Cross-asset performance YTD has had a distinct ‘Goldilocks’ flavor, with equities and bonds rallying together.”
Give Us Back Our Meng!
…if this isn’t resolved, it has the potential to create a permanent rift between Washington and Beijing at a critical juncture for the world.
Data Doldrums And The Futility Of Financial ‘Journalism’
On rare occasions, I’ll extricate myself from my desk chair…
‘Boom!’ Nomura’s McElligott Talks Possible Breakdown In ‘Bond Love Affair’ Ahead Of ‘Ides of March’ Risk For Stocks
“… it sets up a dangerous dynamic where ‘late-comers’ are forced-in.””
Meanwhile, Over At The A Share Casino…
The bull market marches on following MSCI decision.
Turns Out Trump ‘Ordered’ John Kelly To Give Kushner Top-Secret Clearance, Ignoring The CIA
And the hits just keep on comin’.
Trump Officials Prepping ‘Final Trade Deal’ Amid WTO Win, Huawei Drama, Xi Summit Plans
Are we there yet? Maybe!
Suddenly, China Has The Best Performing Stock Market On The Planet – What’s Next?
Spoiler alert: who knows!
And Now North Korea Will Dispute Trump’s Account Of Collapsed Nuke Talks
Kim may have “lost the will and motivation.”
It’s ‘Eerie’: One Bank Asks Whether Europe Is Now Japan
Is the die cast?
Trump ‘Moved On Kim, Actually’ – But He ‘Couldn’t Get There’
Well, the “art of the deal” came up short in Hanoi.
Trump Is The First MMT President, One Trader Says
“Too many pundits look at provocative headlines and chalk up MMT as socialism-disguised-as-economic-theory that needs to be quickly squashed.”
Michael Cohen Just Told America That The Country Is No Longer A Democracy
Don’t say you weren’t warned.
Sideshow Bob (Lighthizer).
“…and again I say ‘if’.”
Asked If Trump, Don Jr. And Ivanka May Have Been Compromised By Russia, Michael Cohen Has One Word For America…
And other highlights from Wednesday’s testimony.
Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’
Fresh off Tuesday’s sweeping assessment…
House Now Looks To Depose Trump’s Tax Attorney Sheri Dillon – ‘Womp, Womp’
“Papers” lady on the hot seat!
Bottoms Up? Goldman Sees ‘Green Shoots’
Good news!
As ‘Racist, Lying, Conman’ Meets Nuke-Wielding Child King, Matt Gaetz Is ‘Sorry’ For All The Witness Tampering
Of “courageous” men, homicidal maniacs and Matt Gaetz.
House Votes To Block Trump’s Border Emergency Primarily Because He’s Making It Up
And now, the Senate will have its say.
Let’s Check In On Jeff Gundlach’s ‘Most Recessionary Indicator’!
Less “recessionary” now?
The Obvious Trade Won’t Be The Right One When It Comes To The BBB Problem, Trader Says
“I think the obvious trade (shorting LQD) will not be a money maker.”
An Excited Charlie McElligott Details ‘The Makings Of A March Surprise’
“The punchline then is this”…
‘Recessions Used To Be Exciting’: Deutsche’s Kocic Asks If It’s Finally Time To Own Volatility
“Recessions used to be exciting”…
If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.
“… and most likely permanently.”
Welcome To 2019: Michael Cohen Will Tell Congress Trump Committed Crimes While In Office Just As Trump Dines With Kim Jong-Un
“Cohen also will make public some of Trump’s private financial statements”…
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