‘Facebook Should Be Treated Like A Crime Scene’
“To paraphrase Rubio: Imagine being able to call on the resources of a nation state to do targeted ad buys.”
Supreme Court Drops Trump’s Travel Ban From Schedule
SUPREME COURT DROPS TRAVEL BAN CASE FROM ARGUMENT SCHEDULE
SUPREME COURT ASKS PARTIES TO SAY WHETHER TRAVEL CASE IS MOOT
‘Passive’ Aggressive: Here Are The Stocks Most At Risk Of Being Dumped If Flows Reverse
So you know, feel free to throw some shade towards that assessment if that’s how you’re feelin’, but…
North Korea Says Trump Has ‘Declared War’: Stocks Dive, Gold Spikes
RI SAYS TRUMP’S COMMENTS AMOUNT TO DECLARATION OF WAR
RI SAYS N. KOREA HAS RIGHT TO SHOOT DOWN U.S. STRATEGIC PLANES
‘This Seems Perfect’: Steve Bannon Tried To Plant A Mole Inside Facebook, E-mails Reveal
“This seems perfect for Breitbart to flood the zone with candidates of all stripe who will report back to you / Milo with INTEL about the job application process over at FB.”
‘Only 4 Times In History’…
“Reluctantly long.”
Goldman: Passive Shift Leads To Plunge In Float Available For Fundamental Investing
“The share of stock that might trade on fundamental views has dropped to 77% for S&P500 average stock from 95%” in the space of just 10 years.
Powder Keg Alert: Kurdish Referendum In Focus As Erdogan Threatens Oil Flows, Military Strike
“Our military is not (at the border) for nothing. We could arrive suddenly one night.”
How Russian Bots Pushed AfD Voter Fraud Myth Before Germany’s Election
“Its activity profile is unusual.”
‘Investors Have Been Ignoring This Story,’ But That’s About To Change
“The beginning of the euro’s impressive rally coincided with Emmanuel Macron winning the French presidential election and thereby quashing political fears in the region. A correction in the euro is now likely to coincide with Spain and Germany bringing those risks back into the light.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
‘Shall I Go Thermonuclear?’ The Week That Was And A Market Vignette
“The room fell silent, the enormity of this unexpected crisis sinking in.”
Sleep: The Final Frontier
“As with other inventions that spread from military to civilian life—for instance penicillin, microwaves, nylon—the next logical step would be to produce sleepless workers and sleepless consumers.”
Yen Slides Against All G-10 Peers As Abe Seeks 2 Trillion Stimulus Package
“The prime minister plans to instruct related ministers to announce 2 trillion yen of new economic measures within the year after announcing the change in consumption tax increase at the economic and fiscal advisory council on the 25th.”
NYT: ‘Mr. Trump, You Have Squandered The World’s Trust’
“The North’s leader, Kim Jong-un, is erratic and frightening, but why would it help matters to eliminate any confidence Mr. Kim might have in Mr. Trump’s word?”
Angela Merkel Victorious, But Coalition Prospects, AfD Performance Raise Concerns
Leader of the free world.
Euro Falls After German Election Raises More Questions Than It Answers
“…most likely you will get some Swiss franc support on the back of those results.”
‘This Looks Less Market-Friendly Than Expected’: Will German Results Weigh On Euro?
To be sure, this looks like it will hit the euro in early trading. The single currency will likely knee-jerk lower against both the yen and the franc and you can expect to see a flight-to-safety bid in fixed income.
Steve Mnuchin Thinks Maybe Free Speech Is Something You Do ‘On Your Own Time’
You can bet this is far from over and Steve Mnuchin just made things immeasurably worse.
27 Mental Health Experts Wrote A Book About Trump: Here’s An Interview With One Of Them
“There will not be a book published this fall more urgent, important, or controversial than The Dangerous Case of Donald Trump, the work of 27 psychiatrists, psychologists and mental health experts to assess President Trump’s mental health.”
‘They Won’t Be Here Much Longer!’ Trump Says He’ll Destroy North Korea, Threatens To Fire NFL Players
Paging John Kelly, paging John Kelly…
‘The Results Look Pretty Bleak’
You have been warned (again) (and again) (and again).
Former FBI Agent ‘Invites You To Consider Another Possibility’ On Paul Manafort
“…but that’s because it was happening somewhere else.”
Trump Will Fire Mueller – Here’s What Happens After That
“In the scenario outlined above, in which Trump faces, at the very worst, impeachment without removal, he won’t have completely undone the norms, but he will have eroded them. His tenure will have moved the line of the conceivable.”
Transparency: The Dark Side
Ok, who’s ready to take another look behind the “fourth wall?”
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