Peter Navarro Sidelined From China Trade Talks Because He’s Peter Navarro
I mean, he produced a documentary called “Death By China”, after all.
‘The Lambos Were Rented’: Consensus Bitcoin Rally Eludes Noted ‘Guru’ Thomas Lee
“I was told there would be a rally”.
Everyone Can’t Be Buying The Panthers, So What’s Your Excuse For Selling 153 Million Apple Shares To Omaha’s Favorite Grandpa?
One local grandpa thinks you’re full of shit.
Value Versus Growth: One Firm Reminds You That ‘This Time’ Is Never Really ‘Different’
“Yet that raises the question – did something change in the Great Financial Crisis, or is this just a pause in the strategy’s long-term outperformance?”
Should Bond Bears Be Worried About How Much Company They Have?
2 is company but is 3 (%) a crowd?
Trader: How I Learned Not To Fight The Fed And How To Trade ‘QT’
“The days when the Federal Reserve has a large bond maturity have seen abnormally large declines in the S&P 500.”
Word Is Bond.
Dat’s yo’ word, son?
Step Right Up, Folks, And Short These Bonds!
What could go wrong?
Steve Mnuchin’s Treasury Sanctions Iran’s Central Bank Governor For Funneling Money To Soleimani, Quds, Hezbollah
“It is appalling, but not surprising.”
For One Bank, This Is ‘One Of The Most Striking Developments Of The Past Few Weeks’
Hint: it’s the normalization of U.S. equity volatility.
Retail Sales! Who’s Excited?!
As a reminder, this is the marquee data point in the U.S. this week and it will be yet another opportunity for the market to assess the new, U.S.-centric growth narrative.
‘Transitory’ Or Not, European Deceleration Raises ‘QF’ Specter, Dreaded ‘Ammo’ Question
Nobody say “quantitative failure”.
Uncharted Waters: Budget Lunacy, The #MAGA Economy And What PredictIt Predicts For Rates
“You will ride eternal, tacky and gold leaf”…
Different Day, Same Stories, Only Different.
But still, read it.
‘They’re Still The Largest Sellers Of Vol.’: And So, The Baton Is Passed To Forward Guidance
Remember, “transparency as a way of stabilizing the markets has become a tool of suboptimal control.”
Canary Tipping And Dynamite Fishing
“There are many ‘canaries’ that are starting to ‘fall over’ – hence we are deeply concerned about current market conditions. “
Divorcing Bill Gross Will Turn You Into A World-Class Art Forger And Master Thief
Oh, you want details of how Sue Gross pulled off a dope-ass, shady-ass art heist on her ex-husband?
Counting Dollars: Full Week Ahead Preview
Here’s what’s in play.
What Does History Say About Mideast Turmoil, Crude And Inflation?
More questions than answers, as per usual.
When You Cross The Streams, Why Don’t Stocks Go To Infinity?
“Instead of just tossing the Fed Model aside as useless and broken, it makes sense to think about how it might once again recouple and provide some guidance for stock market pricing.”
‘What The Hell Happened?’ Michael Bloomberg Slams ‘Epidemic Of Dishonesty’ At Rice Commencement
“However, today when we look at the city that bears Washington’s name, it’s hard not to wonder, ‘What the hell happened?’â€
Do You Speaka The English?! John Kelly Accidentally Says His Ancestors Shouldn’t Have Been Allowed Into The U.S.
“Look, the USA simply doesn’t have room for people who don’t speaka the English. People like the second wife of one of John Kelly’s own great-grandfathers.”
Transparency, Trust And The ‘Fed In Wonderland’
“Oh dear! Oh dear! I shall be too late!”
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