Beware The ‘Tightening Tantrum’ And Fear The ‘Lights-Out’ Trade
Before you get too swept up in the prospects for a squeeze higher in equities into year-end, don’t forget this…
Trump Issues Immigration ‘Proclamation’ Justifying Thursday’s Brutal New Asylum Rule
“I must take immediate action to protect the national interest.”
One-Week Anniversary Of Hong Kong Euphoria Brings Harsh Reality Check
It was all good just a week ago.
In China: Car Trouble And Plunging Bank Shares
Bad news to close the week, as mainland shares nurse a five-day losing streak.
‘The Truth Is, There Was No Collusion’, Says Matthew Whitaker, Supervisor Of Collusion Probe
Matt should go ahead and recuse now before he ends up finding himself on the wrong end of a subpoena.
Fed Sticks To Script, No Nod To ‘Red October’ In November Statement
See you in December.
Someone Get Kevin Hassett On The Phone, Goldman Is Predicting A Sharp Drop In S&P 500 Earnings Growth
This is just kind of “the way it is”, so to speak.
Democrats Want To Rebuild America’s Infrastructure By Issuing 30-Year Bonds But There’s Just One Problem…
And all so people who generally eschew bridges and roads for private jets can pay less in taxes.
Good News: China Turns In Surprise Beat On October Trade Data
Relief from the “synchronized global slowdown” meme?
In 2017, Matthew Whitaker Detailed Exactly How He Would Prevent Robert Mueller From Doing His Job
Can American trust Whitaker to allow the Special Counsel to conduct his business unimpeded? Spoiler alert!
And So It Begins: Jeff Sessions Resigns, Whitaker Takes Command Of Mueller Probe
The timing is “very suspect”.
Acosta Accosted, And Other Video Highlights From Trump’s Wild Midterm Press Conference
Everyone knew Trump’s Wednesday press conference would devolve into a circus, but…
Marko Kolanovic Lists Multiple Bullish Catalysts For Stocks Following Midterms
“We still think that the market will move higher into the year-end, and investors may have to participate on the upside.”
‘Max Pain’: Nomura’s McElligott Calls For ‘Broad Based’ Stock Rally
Brace yourselves.
Here’s What Wall Street Thinks Of The Midterm Election Outcome
So far, so good for Wall Street’s midterm election forecasts.Â
Trump Claims Foreign Nations Astonished At ‘Big Victory’, Says ‘Magic Comes Out Of My Ears’
“Mr. Trump has magic about him.”
U.S. Midterm Results Offer Hope To Long-Suffering Emerging Market Bulls
Is this the catalyst emerging markets needed?
Blue Trickle: Democrats Win Back House In Uninspired Fashion, GOP Holds Senate
I’m not sure it counts as a “wave”.
A Cross-Asset Guide To The U.S. Midterms
What to expect – or not.
Losing Your ‘Balance’.
Is this the end of the “balanced bull”?
Saudis Tried To Rip Out, Hack Security Cameras To Cover Up Khashoggi Hit, Sabah Says
“They were given orders.”
In Trump’s America, Voters Care More About Make-Believe Problems Than Real Ones
“Populist reality is actualized through the positive feedback loop of suspension of disbelief.”
Adam Schwartz And His ‘Black Bear’ Tilt At Credit ETF Windmill With Bet On Epic Implosion
The bottom line here is that while a big part of me is rooting for the guy, the odds are most assuredly not in Adam Schwartz’s favor.
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