Jeff Bezos And The Problem With The Child As Customer
“We’ll use the same set of principles that has driven Amazon. Most important among those will be genuine, intense customer obsession. The child will be the customer.”
Paul Manafort Agrees To Cooperate With Government, Forfeits Assets Worth Enough To Cover Cost Of Mueller Probe
“He refused to ‘break’ – make up stories in order to get a ‘deal.'”
‘Worry When The Curve Steepens’, Nomura’s McElligott Warns
“What do prior cycles show us about market anticipation of the ‘flip’ to ‘steepening’ after the Fed’s last cut?”
Goldman Asked Carmen Reinhart If We Should Prepare For Debt Crises In Developed Markets. Here’s What She Said…
“And in the case of the US, low rates seem to assume unending demand for US Treasuries given the US dollar’s role as the global reserve currency.”
Out Of The Woods? At The Crossroads Of An Emerging Market Crisis
After a pivotal week, where to?
Will Someone Get Larry Kudlow On TV So He Can Explain This Ballooning Deficit?!
“The deficit is coming down and it’s coming down rapidly.”
A Decade Later, ‘The Coast Is Not Clear’, One Bank Warns
“Currently, there is a ‘celebration’ that a decade has passed and that the world has overcome the fallout from the crisis.”
10 Years After Lehman: Hubris
Pride and fall.
Trump Claims Puerto Rico Death Toll Is A Democrat Hoax, Says Some People Died Of ‘Old Age’
“3000 people did not die in the two hurricanes that hit Puerto Rico.”
Trump Calls Jamie Dimon A ‘Nervous Mess’ Who ‘Lacks Smarts’
“Your move, Jamie.’
Inflation Cools Off, Pushing Real Wage Growth Back Into Positive Territory
This could help allay some fears.
Turkey Delivers Sizable Rate Hike Hours After Erdogan Calls For Rate Cut
“If you are saying the opposite, you don’t know this business.”
ECB Sticks With ‘At Least Through Summer 2019’ Rates Guidance
It’s all fun and games unless Italy blows up the budget.
These Four Charts Illustrate American Exceptionalism In 2018
Somehow, this will resolve itself.
Erectile Alchemy And Bubble Addiction
“However, despite their repeated failures, we still seem to be unable to shake off our bubble addiction.”
Who’s Your ‘Daddy’? Jamie Dimon Says He’s ‘Smarter Than’ Trump, Could Beat Him In 2020
“And by the way, this wealthy New Yorker actually earned his money. It wasn’t a gift from Daddy.”
‘A Lot Of People Hate The President’: GOP Worries Trump’s Personality Overshadows Economic Gains
“If you figure out a way to subtract from that equation how they feel about the president, the numbers go up dramatically.”
Steve Mnuchin Invites China To Strike Another Trade ‘Truce’ So Trump Can Shoot It Down
Don’t hold your breath.
This Hasn’t Happened To Asian Stocks In 16 Years – So Is It Time To Buy?
More falling knives.
Trader Breaks Down ‘The Monster Eurodollar Option Trade’
“Will these most likely be dust? Sure. But that doesn’t mean they aren’t buys down here.”
Gundlach Slams U.S. Fiscal Policy In ‘Miracle Grow’ Webcast, Talks ‘Monumental’ UST Short Squeeze
“What could get you there is a monumental short squeeze.”
Goldman Thinks This Is Pretty Simple: ‘More Growth, More Tariffs, More Fed Hikes’
This is the story and folks are sticking to it.
Give Small-Business Owners False Hope Again!
Unfortunately, the old “what could go wrong?” meme applies here.
The Mirage.
So that’s a rather odd juxtaposition, isn’t it?
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