As Chanos Warns On ‘Fragility’, Goldman Tells You Where The Tail Risks Are
Putting some nuance on Jim’s “fragility” warning and “chasing tail” with Goldman.
Friday’s Trade Narrative Is Brought To You By Delicious American Corn And U.S.-Built BMW SUVs
Crank up the South Carolina BMW plants.
Leveraged Loan Bubble Continues To Burst As Funds See Largest Exodus On Record
If you were wondering whether the leveraged loan bubble had stopped bursting, the answer is…
Trump Isn’t Considering Jared Kushner For Chief Of Staff, Ok?!
It’s just “fake news”, right?
‘Shutdown The Book’.
“In October and November, the pain behind the screens (portfolios) felt like it was 2-3x of the pain on the screens”…
Kovrig, Meng, Spavor, Rodman And The Twilight Zone We Now Call Reality
The Austin Powers franchise is calling – it wants its sequel back.
Trump Threatened General Motors Again Today, Because America Is A Banana Republic Now
Par for the course, unfortunately.
A Brief ECB Post-Mortem As Draghi Again Breezes Through Unscathed
On message – assuming you can decipher what the message was supposed to be.
ECB Ends QE And, Critically, Enhances Forward Guidance Around Reinvestments
“…for an extended period of time past the date when it starts raising the key ECB interest rates.”
One Trader Is Pretty Sure ‘The Milkshake Trade’ Is Finished
“I am about to embark on a reason to sell US assets, but make no mistake”…
Theresa May Survives To Crash And Burn Another Day
That was fun, but about that whole Brexit thing…
That Time Albert Edwards Almost Died In A Road Rage Incident And How It Relates To The Trade War…
“I have had a few motorcycle accidents”…
Nomura’s McElligott Weighs In On Geopolitical Headline Overload, Oval Office ‘Gong Shows’ And The X-Asset Outlook
The headline hockey has now become a complete and utter farce.
From Italy To Deutsche Bank, A Hilariously Sarcastic Take On Wednesday’s Top European News
Whatever you call it, don’t call it “clarity”.
Wednesday’s Trade Rumor Ramp Is Brought To You By WSJ And ‘Made In China 2025’
Commence the daily trade rumor pump!
The End Of The Diversification Free Lunch
“Although this negative correlation might not seem like a big deal, the implications from this relationship have been enormous.”
As Huawei’s Meng Freed On Bail, Trump Says He May Intervene To Save Trade Deal
“Whatever’s good for this country, I would do.”
Jeff Gundlach, Bond King, ‘Unimpressed’ With Subjects
Unfortunately, Jeff Gundlach held another one of his webcasts on Tuesday and as usual, it was a state-the-obvious-a-thon.
Two Scoops Of Crazy: Insane Trump Border Wall Presser, WaPo China Bombshell Blindside Markets
“I would be proud to shut it down.” And so much more.
‘These Go To 11’: Nomura’s McElligott Doubles Down On ‘Powerful Blast Of Equities Upside’ Call
Fresh off of Monday’s “a violent short squeeze” could be in the cards call…
China Thinking About Slashing Tariffs On U.S.-Built Cars – Here’s The Irony…
Trump doesn’t understand how any of this works – just a reminder.
Another ‘Oh FFS’ Moment For Brussels: Macron ‘Yellow Vest’ Concessions Set Stage For Budget Battle
Europe can’t catch a break.
Here’s Some Color On Goldman’s March Fed Pause Call Because Some Folks Think This Is A Big Deal
Throwing in the towel – sort of.
Pondering Hedge Funds In The New Market Zeitgeist
Where to now?
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