Key Calls (Tuesday): Upgrades, Downgrades & Initiations
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Chili P is My Signature
“It also makes us inexorably prone to affectation. We must add our own signature, that thing that distinguishes us or our product; the figurative chili-powder-in-the-meth of whatever our form of productive output happens to be.”
Here’s What To Expect For Stocks If There’s A Government Shutdown…
“However, with generally elevated policy uncertainty, equities might stay more volatile as we near the debt limit deadline.”
Don’t Look Up – Or Down…
“Ideological interpretation: Looking down is a mistake — the system works only if no one opens his eyes.”
This Hasn’t Happened In 22 Weeks…
Turning point?
Bears Shouldn’t ‘Overstay Their Welcome’
“One of the most dangerous things in trading is to confuse what one thinks ‘should’ happen with the forecast of what ‘will’ happen.”
The Biggest Risk, A Key BTFD Line, And What We ‘Don’t Know’
“What are you most concerned about over the next three months?”
Can ‘Whiteness’ Ever Be Equated With Dispossession?
“He has shown that “white rage†and the nostalgia that underwrites feelings of racial resentment are renewable resources, and a cross-applicable rationale for xenophobia.”
Heads Up: S&P Goes Negative For The Quarter
The streak is in jeopardy.
Lake Placid
“But it just feels like investors are in the mood for a placid day. It’s August and we’re going to have to keep paying attention right up to Friday evening, leaving little appetite today for angst and mayhem.”
Secret Service Goes Broke, Spends $60,000 On Golf Cart Rentals To Protect Trump
“I don’t see this changing in the near term.”
‘What Would You Do If We Asked You To Lie?’ Sputnik Fired Writer Over Seth Rich Story
“I’d quit,†I replied.
Gary Cohn Was Economist Favorite To Replace Yellen – Then George Washington Showed Up
Don’t forget, the next Fed Chair is going to have to figure out how to normalize the balance sheet and implicit in that is the notion that “heavy” will indeed “be the head”.
‘A Reversal Could Be Very Painful’: JGB Average Volume Hits All-Time Low
“…so if there is an unexpected major reversal, it could be very rapid and very painful.”
Someone Has To Lose
Once upon a time all this was offset by a sense that a strong currency was a sign of national virility, but such superstition is passé. It’s all about a total eclipse of the sun, today….
Key Calls (Monday): Upgrades, Downgrades & Initiations
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‘These People Are Not So Much Angry As Terrified’
“These people are not so much angry as terrified, with the kind of terror that makes knees tremble.”
Don’t Dig Yourself A ‘Hole’: Full Week Ahead Preview
Ok, so strap in, because this promises to be an interesting week. August has proven
Goldman Took A Close Look At The Polls And ‘You Know What? It’s Fine’…
“The decline among white voters without a college degree is particularly striking.”
LA Times Renews Assault On Trump: ‘Enough Is Enough’
These are not normal times.
‘You Have No Idea How Much Crazy Stuff We Kill’: Trump Staffers
“If they weren’t there, they say, we would have a trade war with China, massive deportations, and a government shutdown to force construction of a Southern wall.”
The Dirty Little Secret Behind The EM Rally…
“However, below the surface”…
What If Bush Had Said, ‘Well, The 9/11 Hijackers Did Buy Plane Tickets’
“Imagine President Obama explaining to reporters asking about ISIS that ‘there are two sides to every story.'”
‘The Art Of War’ – Is China About To Retaliate With Another Devaluation ‘Shock’?
“There are roads which must not be followed, armies which must be not attacked, towns which must not be besieged, positions which must not be contested…†– Sun Tze, The Art of War
WSJ Tempts Fate: Pokes The ‘Scorpion’ With Scathing Jeff Gundlach Piece
“Mr. Gundlach sometimes emails TCW executives, taunting them, boasting of his performance and accusing his rival of not playing fair, people familiar with the matter said.”
“Those emails have continued in recent months.”
Yes, We Should Remove The Statues Of Thomas Jefferson – And Immediately
Let me just be clear, because even liberal media outlets are clinging to this absurd “false equivalence” narrative: there is no “false equivalence” if what we’re talking about is owning slaves.
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