Saturday Satire: ‘Many Sides To Solar Eclipse’
“There are so many sides you can’t count all the sides.â€
Trump: ‘Protest Is Needed To Heel – And Heel We Will!’
“Sometimes protest is needed in order to heel.”
This Hasn’t Happened Since Brexit…
What comes next?
How Is This Even Legal? EM Debt Fund Cash Balances Hit 4-Year Lows
“…that makes it harder for fund managers to avoid selling securities if volatility jumps from record lows and redemptions increase.”
You Still Have Made a Choice: The 5 Things that Matter
“It may not be optimal to own the most diversified portfolio you can possibly own, because anti-diversifying decisions might, in fact, be worth it. But it is exactly that thought process that must become part of our code as investors. It’s OK to turn down a free lunch, but you’d damn well better know that what you’re going to spend your money on is better.”
Termites And A ‘Loose Bannon’
“And what exactly is he going to attack in the White House? The thin veneer of sanity that Chief of Staff John F. Kelly attempted to create by doing the managing equivalent of stapling Trump under the wallpaper and pretending not to see the lump?”
The Death Of Steve Bannon’s Populist Revolution
Bannon can talk about “going to war” for Trump against Congress and the “globalist” elements in the White House all he wants, but the bottom line is that Steve already went to war – and he lost.
Breitbart Hails The Return Of ‘Populist Hero’ Steve Bannon
Today was Bannon’s last day in the Trump administration and on Friday evening we learn that it was also his first day back at the old barnyard.Â
America Is ‘A Gong Show’ – So Maybe Put Your Money Here Instead
“As summer comes to an end, and investment committees meet in early September, I don’t see how at the margin, America doesn’t get a downgrade from asset allocators throughout the world. The simple fact is that the much hyped Trump optimism has been sorely misplaced.”
Carl Icahn Abandons Trump
ICAHN SAYS HE CEASED TO ACT AS SPECIAL ADVISOR TO THE PRESIDENT
‘We Are In A Dive, I Repeat’…
“You know what? It’s fine.”
Steve Bannon Out At White House
“We are grateful for his service and wish him the best.”
KBW: Trump Is ‘One Tweet Away’
“… the last 7 months show that regardless of what the White House staff intends for President Donald Trump, he’s only a tweet or impromptu press conference away from wrecking those plans.”
How Investors Should Think About Shakeups In The Trump Administration
“…suddenly being close to Trump is looking more offered than a night out with me.”
Breitbart: ‘This Is The Day Bannon The Barbarian Was Born’
Let’s all pray Steve keeps his shirt on…
Wall Street’s Best Strategist Outlines The Asymmetrical Risk From A Trump Trade Unwind
“In the light of the recent geopolitical and domestic tensions, the market is taking a closer look at the Trump trade. This is reflected in pricing in a higher probability of a short-term risk off trade.”
Oil Suddenly Surges Out Of The Blue
WTI CRUDE RISES AS MUCH AS 84 CENTS TO INTRADAY HIGH OF $47.93
Stocks Jump, Yields Rise As Bannon Exit Said To Be Imminent
Everything’s on the move after Axios reported minutes ago that another “rumor” is probably not a “rumor” after all.Â
Chart Of The Day: ‘This Won’t End Well’
See why this is a problem?
‘Gold’en Opportunity? Havens Bid In Shaky Start – Where Is The Damn BTFD?!
While we’re reasonably sure the dip buyers will show up at some point (God bless ’em), they better get on the job fast or they’re going to have a lot of work to do.
Robert E. Lee: ‘Confederate Monuments Would Retard’ The Accomplishments Of The South
“My conviction is that however grateful it would be to the feelings of the South, the attempt in the present condition of the Country, would have the effect of retarding, instead of accelerating its accomplishment; & of continuing, if not adding to, the difficulties under which the Southern people labour.”
Trader: Here’s The Good News And The Bad News On Friday
“The news flow has certainly been ugly. And like a disease, it seems to be contagious.”
Trump, Pershing, Pigs’ Blood, And Egregious Hypocrisy
Now that would be bad enough on its own, but the juxtaposition with how he handled Charlottesville is telling…
It’s Ugly Out There – Dip-Buyers Welcome
Heads up, it is ugly out there folks.
Train Wrecks, A Risk-Off Recipe, And ‘The Cohn Trade’ All Along
As you stare at screens that are mostly red on Friday morning in the wake
Key Calls (Friday): Upgrades, Downgrades & Initiations
You need an upgrade.
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