One Trader Weighs In On ‘The European End Game’
“…we have long passed the point where Germany can walk away from this union. Let’s forget the political implications of an EU collapse (which are considerable and provide a great degree of inertia for the EU remaining together), and instead focus on the fiscal implications.”
‘Unfortunately, He Isn’t Going Anywhere’: After Worst Week Since Crisis, Lira Surges On Central Bank Announcement
If there were such a thing as Turkish monetary policy Twitter, I don’t think “#Winning” would be something tweeps would employ very often.
Blood On The Streets In Italy: Bank Shares On Verge Of Bear Market, Bonds Crushed Amid Political Chaos
It would probably not be wise for the ECB to officially end asset purchases in September just as jitters about new Italian elections are peaking.Â
Shaking The Tree: The Fed, ‘Overripe Fruit’ And A Half-Full Snifter
If you’re a snifter is half-full (of Hennessy) type…
‘For The Sake Of The Children!’ Italy’s Populists Fail To Form Government Setting Stage For God Knows What
Unfortunately, the best way to sum up this rather fluid situation right now is to simply employ a Trumpism and say: “we’ll see what happens.”
‘Thwarting This Game Together’: Of Burnt Turkey, Emerging Markets And Dollars Under Pillows
“I see the game that is being played.”
Carl Icahn Tacitly Admits That There Is No Joy In Herbalife Without Bill Ackman’s Pain
Happy Memorial Day from Uncle Carl.
Fitting End.
And that’s the week.
Is The Second Most Crowded Trade On The Planet Getting Squeezed? Yes! No. I Don’t Know, Maybe!
It was the second-most crowded position on the planet after all.
Jeff Gundlach Is Taking A Brian Fantana Approach To Technical Analysis
70% of the time, it works, every time.
‘This Screams Fed Tightening & Late Cycle’
One bank has a message for you…
23 Companies With The Most Buyback ‘Success’ (And 23 That Will Be The Most ‘Successful’ Going Forward)
Ahhhh, buybacks. The equity-linked-compensation-inflating music to soothe a savage market beast.
‘Triple-Digit Club’: Spanish Stocks, Bonds Slide, Spread To Bunds Hits 100bps As Rajoy Faces No-Confidence Vote
Sorry, Mario. Looks like September is looking less and less feasible.
Scandal And Power: Pornographication Of Politics And Social Life
“The ongoing parody of self-destruction comes with an embedded option on resurrection (political and/or commercial) or an implicit promise of a lucrative “afterlife†with “70 virgins†in the form of book deals, high-commission speech opportunities, TV appearances, Fox News correspondent, or consultant positions.”
Guy Who Shot Car Into Space While Customers Waited For Cars They Already Paid For Wants To Rank The Media’s Credibility
Elon Musk is a transformational figure in American business. No one can really dispute this fact. He’s basically what would have happened if Thomas Edison fucked Henry Ford in 1970 and they gave the baby to Steve Jobs to raise.
Sincerely Yours. 😥
Oh well. 😥
Jared Kushner – Newly Minted Big Boy – Can Now See All The Classified Information He Wants, So Thank God For That!
“Now that Jared is able to see the highest levels of secure information, he’s likely to whip up a Middle East peace plan in a jiffy, or at least start leaking shit to his royal buddy the Saudi Crown Prince again, so ol’ Mohammad bin Salman, AKA “MBS,†will know whom he can have assassinated or tortured with no reactions from the US. Allegedly.”
One Bank Discovers A ‘Staggering’ Stat Amid Italian Bond Selloff
Witness the power of CSPP.
‘Don’t Hesitate To Call Me’: A Dejected Trump Cancels Kim Jong-Un Meeting In Truly Absurd Letter To ‘His Excellency’
” You talk about nuclear capabilities, but ours are so massive and powerful that I pray to God they will never have to be used.”
‘They Need A Volcker Moment’: Lira Collapse Resumes, Foreign Investors Dump Most Turkish Bonds Since U.S. Election
How’s that “very powerful tightening” working out?
‘No One Asked For This’: Global Automakers Crushed As Trump Decides Cars Are A Threat To National Security
“…the national security exemption is a privilege to use in case of war [and] this has little to do with national security and a lot to do with national politics.””
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