Investors Are Scared To Death Of Geopolitics – So They’re Long Stocks And EM
And yet true to form in a world where policymakers have turned everyone from macro managers to Target employees into vol. sellers and carry traders…
‘Middle Class Must Mean Trump Tower’: Dems Blast Tax Plan, Wall Street Luke Warm
“If the Republican blueprint for tax reform is about middle class, then Trump Tower is middle-class housing.”
Trader: ‘Some Politician Is Going To Make A Bad Mistake Down The Road’
“That’s all a sign of acceptance of looming rate moves coupled with the depressing expectation that some politician is going to make a bad mistake down the road.”
Read: Here Is The Complete Republican Tax Plan
Parse it and decide for yourself how “bigly” and/or “phenomenal” it is…
Behold: ‘Proof’ That Markets Are Still Efficient.
Again: who said markets are no longer efficient?
Trump Accuses WaPo, NY Times Of ‘Collusion’, Says He’s Greatest President Of All Time
“…no President has accomplished what I’ve accomplished.”
The Taliban Tried To Murder Jim Mattis Today With Rocket-Propelled Grenades
“[I want] to reinforce to the Taliban that the only path to peace and political legitimacy for them is through a negotiated settlement.”
‘Pity The Pacific’: Rocket Man And Dotard Go Bonkers In Toontown
“So it goes in Toontown, where two of the planet’s most unstable state actors call each other names and spin the roulette wheel toward nukes and annihilation.”
Previewing The ‘Phenomenal’ – Goldman Tells You What To Expect On Taxes
Behold: the phenomenal.
A Hard Narrative To Ignore…
“Never mind that the tax plan will struggle to get through congress and don’t worry that the Fed might be making a policy mistake. Those are issues for another time, not this week.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
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Is This Time Different?
Will this time be different? Or will the “hope” inherent in the latest spike on the purple line fade away just like it has before?
‘Keep One Eye On Left Field’: Here Are The Most Important Q4 Market Themes
“As always, keep one eye on left field for the “unknown unknown” that could shift the market’s thinking.”
Let’s Stop Pretending Like Trump’s NFL Crusade Isn’t About Race, Ok?
“Donald Trump’s ongoing fight with professional athletes has one purpose: to inflame racial tensions.”Â
What, No Nukes?
There’s always tomorrow.
$250 Billion Is Coming ‘Home’! But There’s A Catch If You’re Hoping For A Buyback Bonanza
The “bad” news is, companies will be less inclined to buy back shares with the money they bring home because… well…
Video: Roger Stone Says Manafort ‘Expects To Be Indicted’, Will Be Pressed To Roll Over On Trump
“His attorney told my attorneys he expects to be indicted,†Stone, a longtime ally of the President, told the press on Capitol Hill, adding that “he doesn’t know what the charges would be and neither does Paul.”
WaPo: North Korea Secretly Asking Republicans For Help ‘Figuring Out’ Unhinged Trump
“Their No. 1 concern is Trump. They can’t figure him out,†said one person with direct knowledge of North Korea’s approach to Asia experts with Republican connections.
One Trader Doesn’t ‘Have A Clue’ But He’s Sure There’s ‘A Serious Amount Of Scary’ Out There
“On the other hand, there’s a serious amount of scary, or at the very least, disappointing, happenings out there.”
‘America Has A Racial Demagogue As President’
“African Americans have a naturally complex relationship with a country in which 1 out of 7 seven human beings was once owned as property and robbed of his or her labor.”
2 Things: Fewest 1-2% Moves Since The Crisis And A Record Day For VIX Options
Are you concerned after Monday that geopolitical risk is about to derail a bull market that has a decent shot at becoming the strongest in history?
Of course you aren’t. And why would you be?
Eric Reid: Here’s Why Colin Kaepernick And I Started #TakeTheKnee
“I approached Colin the Saturday before our next game to discuss how I could get involved with the cause but also how we could make a more powerful and positive impact on the social justice movement.”
As McMaster Warns Of ‘Ugly Scenarios’, South Korean Stocks Fall For Sixth Day In A Row
The read-through there appears to be that Trump is discovering why it’s difficult to draw “red lines.” You draw one, someone crosses it, and then you either have to bomb them or back down.
Trump Wakes Up Before Dawn, Marvels At ‘Loudest Booing He Has Ever Heard’
The war will have to wait.
‘Bearishness Comes At You Pretty Fast’
“The difference this time is that those macro pressures are being combined with a broad array of idiosyncratic negatives.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
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