Mueller Said Preparing To Render Key Judgements On Collusion, Obstruction
Could this be behind the President’s sour mood?
As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization
Remember, foreign investors are “free to do what they want to do.”
One Trader ‘Would Love To Return To A Market Where Chasing The Hot Stock No Longer Works’
“Great. I have now shown that fundamentals don’t matter and that chasing the hot stock is all one needs to do to outperform.”
Netflix Beat – Now Chill.
Is this enough to make Tuesday’s rally sustainable?
The Usual Suspects And A Theory On Global Macro Funds
Selloffs following record highs should probably be viewed as some semblance of cathartic, but that’s not the way people think about things in the post-crisis world.
Mohammed Bin Salman And Mike Pompeo Know How Important It Is To Cover Up Heinous Murders
On Tuesday, the Jamal Khashoggi drama took yet another turn for the absurd.
Growth-To-Value Rotation Goes ‘Global’ With All Eyes On Netflix After Momentum Rout
Who knows, maybe Netflix can turn the tide.
Goldman, Morgan Square Off In Dueling Earnings Reports
Compare and contrast.
SocGen’s Swans Are Back And They Have Grown Since June…
It’s that time again.
Saudis To Say Khashoggi Died During ‘Botched Interrogation’: CNN
It was an “accident”.
‘Private’ Parts: Explosion In Private Debt Market Cements ‘Liquidity As The New Leverage’
“For all practical purposes, such liquidity should be expected to evaporate entirely.”
Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse
“There’s no law against that, but I don’t think it’s wise.”
Saudi Arabia Will Now Investigate Itself In Khashoggi Murder
Don’t worry, bin Salman is on the case.
Chinese Shares Will Now Fall Some More If It Pleases The Court
Further off the rails…
Chinese Stocks Could Fall 10% In ‘Bear’ Case, 30% In ‘Crisis’ Scenario
What’s priced in and how bad could it conceivably get?
Trump’s 60 Minutes Interview With Lesley Stahl: Here Are The Video Highlights
The President has only one regret…
Is It Over? Full Week Ahead Preview
Around the world in 1,300 words.
‘Rolling Minsky Moments’ And ‘Pseudo-Stability’: Revisiting The Avalanche
On Thursday morning, following the systematic unwind that precipitated the worst day for U.S. stocks
Saudi Stocks Plunge, Kingdom Promises ‘Strong’ Retaliation To Any U.S. Action
“The kingdom emphasizes that it will respond to any measure against it with an even stronger measure.”
‘Theme Overload’.
How much can you process?
‘I’ve Got Plenty Of Buyers’: Steve Mnuchin Says People Are Lining Up To Invest In Trump’s Banana Republic
You are “free to do what you want”, but Steve knows you really – really – want some Treasurys.
Trump Is Now ‘Renting’ Cellphone Numbers, Emails Of 20 Million Supporters
“It’s a win-win.”
‘I Don’t Want To Lose That Order’: Trump Says ‘Punishment’ For Khashoggi Murder Won’t Involve Canceling Saudi Arms Deal
“They are ordering military equipment”.
Reality Versus Market Agitprop: Did Everyone Really Turn Bearish On Wednesday?
There seems to be some misinformation circulating on Friday afternoon.
Kolanovic Weighs In After Selloff: 70% Of Systematic Selling Is Behind Us
“This risk is now balanced, and can turn into a positive impact”.

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