Trump Replaces ‘Retiring’ Ty Cobb With Clinton Impeachment Attorney Emmet T. Flood, Because That’s What People Who Aren’t Worried About Impeachment Do
Another day, another shakeup in Trump’s legal nightmare.
Here’s A Quick Guide To The May Fed Statement (Because I Know You Care)
What’s the frequency Jay?
Trader: Powell Has A Plan. There’s Just One Problem…
“Powell has got a plan, and his sticking to it so vehemently will ultimately be a mistake. “
Turns Out, Robert Mueller Threatened To Subpoena Trump Last Month And Boy Were Trump’s Lawyers Mad!
‘This isn’t some game.’
You Mortals Weren’t Ready For JPMorgan’s Marko Kolanovic – And Marko Wasn’t Ready For You Mortals
You know what? I’m not sure you people are emotionally stable enough to be trusted with Marko Kolanovic notes anymore.
David Stockman Is Not Impressed With Ronald McDonald
“Needless to say, you can’t capitalize those types of gains because they are non-recurring and non-sustainable.”
Spaced Out.
Phone home.
Trump Announces Space Force As 6th Branch Of Military, Asks: ‘Does That Make Sense?’
Nope. It sure doesn’t.
‘Think Of Oxygen’: One Bank (Still) Thinks There Has Never Been A Better Time To Be Long Commodities
“Think of oxygen: if it became scarce we would pay an enormous premium today for it as we don’t need it tomorrow if we don’t have it today.”
Take Note: ‘This Will Have Profound Implications For Everything The USD Touches’
Are you short the dollar (implicitly or explicitly)?
Giant Mutual Fund Firm Trying Very Hard To Stop Being A Mutual Fund Firm
He has a very long way to go.
Here’s Where Everyone Stands On The Metals Tariffs As Trump Goes The ‘Let’s Just Do It Tomorrow’ Route
Make trade uncertainty great again.
Here They Are: These Are The 40+ Questions Robert Mueller Wants To Ask Trump
Try to imagine Trump making it through this interview.
Steve Mnuchin Isn’t Worried About The Bond Market, Ok? So You Can Stop Asking Him, Please And Thanks.
Mnuchin isn’t worried about the supply/demand dynamics in the Treasury market despite knowing full well who is Treasury Secretary.
David Stockman Says This Cycle Is An Octogenarian – At Least
“…like in the case of an aging human, where weakened defenses and impaired resilience cause it to succumb to infections and other exogenous threats, the main street economy is exceedingly vulnerable.”
Bombs Away.
War? Let’s hope so! Happy Monday!
Spiraling Down The Rabbit Hole: What Happens When The Ammo Is Gone?
Down the rabbit hole you go.
Follow The (Convexity) Flows: Restriking Of The Fed Put Revisited
“In that environment, convexity withdrawal creates a reinforcing loop where more turbulence in risk assets tends to cause stability in fixed income.”
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Why Goldman Thinks The Fed Isn’t Even Halfway There
“And there is still little evidence that the committee is close to the halfway mark from this perspective.”
Volatility: Proudly Made In The U.S.A.
Make domestic equities volatility again. #MDEVA
Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future
“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”
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