Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.
China Asks WTO’s Blessing To Slap Sanctions On The U.S.
Yet another example of worsening trade tensions…
What’s Really Going On With That ‘Massive’ Treasury Short?
“…there is a growing sense that positioning is not as stretched as the data would suggest.”
CDS Is Grossly Disconnected From EM, So Now Is A Great Time For A CDS ETF!
All you can do is shake your head.
Goldman’s Bull/Bear Indicator Hits 49-Year High: Here’s The Whole Story On That
“It’s always risky to argue that this time is different but”…
Trump Just Tweeted The Biggest Lie He’s Ever Told About The U.S. Economy
“First time in over a 100 years”?
That’s Amore.
Who wants to catch a falling knife?
‘People Are In A Panic Today’: Apple Suppliers Just Plunged Thanks To Trump’s Tariffs And Tweets
Donald Trump is a man who knows an “exciting” plan when he hears one…
Dodging Bullets: Full Week Ahead Preview
Around the world in 2,100 words.
Where Did The Volatility Go And When Will It Be Back?
“We see a case for being long vol next year.”
$900 Billion Worth Of Absurdity And Why One Bank ‘Is Not Optimistic’ About US-China Relations
There can be no resolution.
‘Shut The F*&k Up And Listen’: All Those Times Gary Cohn Tried To Save The World From Trump
“We need to do it today.”
By The Way, New York Prosecutors Aren’t Done With The Trump Organization
Let’s dig a little deeper, how about that?
Here Is Goldman’s ‘Cross Currents’ List For The S&P This Fall
For what it’s worth…
‘We’re Not Winning!’ Trump’s Trade War Fails Miserably As China Logs Record Surplus
You’ve got to “let it gestate, like a chicken.”
Trump Officials Held Secret Maduro Coup Talks With Rogue Venezuelan Military Officers
Secure radios could have changed the country’s history.
New York Times Confident Sessions Won’t Bow To Trump’s Threats To Find ‘Anominoushhh’ Op-Ed Writer
“We’re confident that the Department of Justice that the First Amendment protects all American citizens.”
Disaster Strikes As Apple Says Trump’s Tariffs To Impact Long List Of Products
Maybe now America will listen.
Cheshire Cat’s Smile Redux: ‘Not Exactly A Party Cocktail’
And see, that’s where the problem comes in.
Jobs Report Beats And Wage Inflation Is Comin’ In Hot, Folks
There’s some wage inflation.
Pepe Silvia.
“There are many risks out there.”
‘The Worst Possible Time’: Dmitry Medvedev Decides Now Is As Good A Time As Any To Sink His Own Currency
There’s trouble in paradise, and by “paradise”, I mean Russia.
Brett Kavanaugh’s Position On Roe V. Wade Is Just As Indefensible As Modern Conservatism Itself
“Religious personality cult” isn’t a political platform.Â
Don’t Blame The Quants For Wednesday’s Tech Rout
“Yesterday did not feel ‘quant-y’ to me.”
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