Crypto Assets Are Up 75% In April, In Case You Were Wondering Whether People Are Still Morons
Watch your “double bottoms.”
It’s Time To Talk About Petrodollar Flows
If you do the math there, that means that in the space of just two years, there was a ~$400 billion decline in reserve accumulation from oil exporters. That’s “QT” – depending of course on what they’re accumulating.
Revisiting The Hierarchy Of Vulnerability (Again)
The bottom line (or at least from where I’m sitting), is this…
Bailed Out By Beijing: Fiscal Stimulus Hint Catalyzes Big Rally In Chinese Stocks
Margined housewives rejoice!
David Stockman Weighs In On 10Y Yields At 3%
“In a word, honest bond yields will knock the stuffings out of the mainstream fairy tale that passes for economic and financial reality.”
Let’s Talk About ‘Extreme’ Moves And Volatility Spillover Some More, Ok?
And so the debate continues.
Bad Things Come In 3s.
This was just the kind of day that makes you dread the rest of the week.
Jeff Gundlach Shows Up At Sohn Dressed As The Joker, Touts Facebook/Oil ‘Pair Trade’ That’s Just As ‘Risky’ As His Suit
For anyone who wants to trade like Jeff by shorting Mark Zuckerberg and going long oil producers, just know that Jeff does call it “a fairly risk” idea. Much like that goddamn clown suit.
Amazon Is Building Elon Musk’s Immortal Robot Dictator And Its Name Is ‘Vesta’
I always liked Ex Machina.
Are We Living In A Self-Regulating System?
I don’t know, fuck it.
Treasury May Drop Rusal Sanctions If Someone Says ‘Please’ – Aluminum Drops
I wonder if anyone told Nikki Haley or whether she’s still “confused”…
‘We Got No More Liquor!’ These Yield Curve Inversion As A Recession Predictor Probabilities Are Sure To Be A Hit At The Bar
If you’re not talking about the inexorable flattening in the U.S. curve in public settings, well then one wonders what the hell it is you’re saying at the bar when you’re spittin’ game to the waitresses.Â
All Eyez On 3
The selloff in the long end late last week and accompanying steepening has everyone squarely focused on that oh so scary round number again and yields ticked up a bit more overnight, ensuring that your coworkers will be forced to begrudgingly try and come up with some new factoid about 3% so they can impress their colleagues.Â
Around The World In 1,200 Words: Full Week Ahead Preview
As usual, lots on the docket.
Digital Panopticon And The Triumph Of The Unfree Will
“Smartphones have become a tool for governing — they enable one to shape opinions, diffuse dissent, streamline emotions, manufacture consensus, assassinate opponents, stage revolutions, and declare wars and victories, imaginary and real, all alike.”
One Bank’s Warning: ‘The Left-Tail Story Has Become More Socialized’
Who could have seen this coming?
‘He’ll End Up Shooting Us In The Foot’: Trump’s $100 Billion Tariff Gamble Is Going To Cost You At The Cash Register
“Habitually. He’s a habitual line stepper.”
Mike Pence Tried To Make An Unconstitutional Law About Abortions And You Know What Federal Judges Think About Unconstitutional Laws!
“The impetus for these kinds of laws, other than banning abortions, is a deeply held desire among conservatives to ‘beat us at our own game.'”
Like Many Women Before Her ‘Fearless Girl’ Is Sticking Around, But In A Different Part Of Wall Street…And In A Less-Defined Role
Everyone’s favorite statue is getting a taste of what life is like for many outspoken women on Wall Street.
More Buybacks For The Rich – And More Ding Dongs For The Rest Of You
And Ho Hos. Don’t forget the Ho Hos.
Behold: An ‘Incubator For Vicious Steepeners’
Something tells us this is an underappreciated tail risk, indeed.
Trump Wakes Up, Says ‘Flunkie’ Haberman Is Conspiring With ‘Drunk Losers’ To Get Cohen To ‘Flip’
“I don’t see Michael doing that”.
David Stockman: It’s A Matter Of Time Before Trump Attacks The Fed
“Indeed, the Donald’s impending attack on the purported sacred ‘independence’ of the Fed is the Orange Swan that looms over the casino.”
Strategery.
Aaaand that’s the week, folks.
Rudy Giuliani And Trump: Let’s Explore!
“Mueller is currently grinding the heel of his wingtip into Paul Manafort and Michael Cohen’s balls, not because he’s trying to flip them, but because he’s just a couple of weeks away from wrapping this whole thing up. Sounds legit!”
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