Fist Fights In Tijuana, Border ‘Bedlam’ And Other Highlights From Trump’s Thanksgiving
“…there will be only bedlam, chaos, injury and death.”
Exodus: Retail Investors Run Screaming To Cash As Hedge Fund Exposure Plunges To 2017 Lows
On the bright side, at least “cash” actually yields something these days.Â
Remember The Dollar Funding Squeeze? It’s About To Get Worse…
Something to ponder.
And Behold: The Fed Blinks
“Why the terrible year for financial markets? It’s easy – the Fed.”
When They Go High, SocGen Goes Low: Why One Bank Sees The S&P Falling To 2,400
The question is whether SocGen will be forced to revise up their target or whether the rest of the Street will end up catching down to the bank’s reality.
Jeff Gundlach Is ‘Amazed’ At How ‘Copacetic’ Markets Are About Coming Credit Apocalypse
“Stay out of investment grade bonds.”
Now We Know The Real Reason Behind Tuesday’s Oil Collapse Redux
It’s the gamma – again.
Trump, Who Has ‘No Business In Saudi Arabia’, Thanks Kingdom For Oil Price Plunge A Day After Khashoggi Statement
“Just so you know, I have no business in Saudi Arabia – couldn’t care less”.
Deere Warns Of Dreaded ‘Raw Materials Cost Pressures’ In Uninspiring Report
In other words, this looks like it checks all the boxes when it comes to what everybody is looking for in terms of warnings.Â
Heresy! For The First Time In 16 Years, Buy-The-Dip Has Failed
Way back in April, two months after investors too young to remember a time when
So, Trump Tried To Order The Justice Department To Prosecute Clinton And Comey, Which Is Totally Normal
“McGahn rebuffed the president, saying that he had no authority to order a prosecution”…
Oil Celebrates One-Week Anniversary Of Worst Plunge In 3 Years By Plunging Second-Most In 3 Years
This is truly remarkable.
‘Maybe He Did, Maybe He Didn’t!’ Trump Releases Astonishing Statement On Murder Of Jamal Khashoggi
“The world is a very dangerous place!”
Goldman On 2019: Risk Has Returned, Raise Your Cash Allocation
Occam’s razor. “TINA” is dead. And all that.
Apple Under Pressure Again As Goldman Says Pricing Power Is Lost, While Target, Boeing Get Smoked
“The laboratory of the market now points to Apple being at the limit of their price premium for the iPhone.”
Hell In Hong Kong And A Mainland Maiming
It was a tough Tuesday for Chinese shares.
Trader Demands You Show Same Amount Of Respect For QT Days As You Do Great White Sharks
“…this is how I view Quantitative Tightening days. Traders, investors and portfolio managers should respect these periods.”
On The Nasdaq: A New Nightmare
Quick! Somebody buy some iPhones!Â
Ray Dalio Tells Barry Ritholtz How Badly Assets Will Perform, Also Says He Invented Chicken Nuggets
“We will have low returns going forward for a long time.”
Jeff Gundlach Was Right: Goldman Joins Morgan Stanley, Others In Peak Dollar Call
“Speculative positioning is way long the dollar and now they’re wrong.”
Bad Apples, Fading FANGs And Macro Fund ‘Nukes’
Another tough day for the most crowded trades on the planet.
‘It Doesn’t Matter Until It Does’: An Update On Liquidity In U.S. Equity Futures
One of the disconcerting things about markets in 2018 is the proliferation of “this doesn’t matter until it does” stories.Â
‘The Big Low’: Analyst Who Predicted Short Vol. Blowup Delivers Top Trades For 2019
“The Big Low” and a “V-shaped trajectory”.
Trump Worries We May Never ‘Really Know’ Who Had Jamal Khashoggi Murdered
He also said the man who oversaw the 2011 operation that killed Osama bin Laden didn’t do it quickly enough.
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