‘Why Are Higher Yields Not Impacting Stocks Here?!’: Nomura’s McElligott Answers
“This is what happens when”…
Russia’s Notorious GRU Exposed In Choreographed Announcements From UK, Netherlands, Australia, U.S.
“The GRU’s actions are reckless and indiscriminate.”
Goldman Asks: How Likely Is A ‘Balanced Bear’?
“…the length of the current bull market in balanced equity/bond portfolios is now the longest on record.”
Bond Blowup Continues As Stars Align For Nuclear Selloff
“The underlying message is that the US economy isn’t just in fine fettle, it’s on fire.”
‘It Will Not Be Made Public’: Kavanaugh FBI Report To Be Kept Secret (Or Not)
But don’t worry, it will leak.
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now.Â
Marko Kolanovic: $1.5 Trillion In Market Value Was Lost This Year Following Powell Speeches
“…the equity market likely implies that the Fed is underestimating various risks.”
Trader: Ignore The ‘Druckenmiller Is Bearish’ Headlines
“I laughed when I saw the headlines from all the other traders who did the same. “
Nomura’s McElligott: ‘Market’s Skepticism On Higher Inflation Is A Mispriced Risk’
“This could further escalate the rates selloff in unruly fashion”.
‘I’ve Never Seen It Done’: Trump Mystified By Use Of Core Finance Principle In NYT Tax Fraud Expose
“The Failing New York Times did something I have never seen done before”…
People Take Break From Selling Italian Assets To Make Sure They Still Have Some To Sell Later
“Either this is the people’s budget or it’s not worth it.”
Inflation In Turkey Soars To Laughable 25%, Real Rates Now Negative Again
Turkey isn’t out of the woods yet.Â
One Trader Doesn’t See Much Difference Between Italy And The U.S. On Fiscal Policy
“The world is changing. Deficits are the new normal and Italy’s latest salvo is just one of many changes that will happen in the coming months and years.”
Surprise! Donald Trump’s Past Is A Giant Fraud In Every Sense Of The Word
Well, Donald Trump is in (more) trouble.
Dennis Ketterer, 350lb Weatherman, Says Kavanaugh Accuser Swetnick Tried To Talk Him Into Group Sex
“From the Twilight Zone.”
Trump Administration’s Hassett Says Goldman Is Involved In Democrat Conspiracy (No, Really)
“…almost at times looks like the Democratic opposition.”
‘Brett’s Guy’: Text Messages, Wedding Photo Cast Doubt On Kavanaugh Account Of Ramirez Allegations
In one text, Yarasavage said she was in touch with “Brett’s guy,†and also with “Brett,†himself.
Expensive Dollars And The Return Of Negative Hedged Yields
“This might be telling us that there is a growing USD shortage developing.”
Claudio Borghi Knows There’s Never A Bad Time To Throw Gas On Raging Italian Dumpster Fires
“The euro as a common currency is not sufficient.”
Kavanaugh And NBA’s Dudley Started Bloody Bar Fight Over Case Of Mistaken Reggae Identity: NYT
“There was blood, there was glass, there was beer and there was some shouting.”
‘My Subconscious (Outtakes)’: Kavanaugh Friend Mark Judge Has Bizarre Video Archive
Lordy, there are tapes…
Canadian Trader Weighs In On NAFTA Deal: ‘I’m Going With It’
“Is this the start of the loonie bull run?”
Goldman Traced The History Of S&P Divergences – Here’s What They Found…
What does history tell us?
‘Don’t Get Caught Short Into October’s Cyclical Melt-Up 2.0’, Nomura’s McElligott Warns
“The pieces are in place”.
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