Epsilon Theory: ‘The Stage Is Set For An Explosive Market Re-evaluation Of Inflation’
“The day-to-day and intraday market swings over the past six weeks have been absolutely ferocious.”
‘Slippery James’ And ‘Wild Bill’: How Insane Was Trump’s Sunday Twitter Rant?
What would this sound like if we quoted him like a normal person? I don’t know, let’s try it!
Pick A Fire, Any Fire!
“Annette, Annette”…
The Poverty Of Tech And The Tech Of Poverty
It was one of those rainy and damp days, I was finding my way out of the F-train subway on Bergen St. in Brooklyn. On the mezzanine level, in the corner of the stairwell, I noticed a young man, couldn’t have been much older than 30….
Here Are The Biggest Risks Facing Tech
This debate is obviously crucial for the market going forward. Everyone is acutely aware of how important it is for tech high-fliers to avoid an Icarus moment until we finally see the fabled “rotation” back into value or, more simply, until another sector proves it’s capable of taking the baton in this aging bull market.
Inner And Outer Limits: Resolving An Inconsistency And What It Means For Risk
An “optimal control problem.”
Is Michael Cohen The Dumbest Lawyer In America? Maybe, Probably, Yes!
“There are 1.3 million lawyers in America, but Michael Cohen may be the stupidest one of all.”
International Community Reacts To Syria Strikes – Around The World In 1,300 Words
What’s everyone thinking on Saturday? Well, I’m glad you asked…
U.S., U.K., France Launch Air Strikes Against Assad Regime In Syria; Operation Said Completed
‘RIGHT NOW THIS IS A ONE-TIME SHOT’
Slime Balls, Animals And Lawyers, Oh My!
All you can do is laugh.
For Markets, Geopolitics Grabs Center Stage – Who’s Excited?!
After all, the market’s muted response to geopolitical turmoil in 2016 and 2017 was in large part down to the central bank put, which is now in question. And it goes without saying that the low vol. regime seems to have come to an end over the past couple of months.Â
The Michael Cohen Tapes May Be Even Better Than The Pee Tape (Allegedly)
“And in fact, the belief that Cohen routinely recorded his conversations was one reason people on Trump’s 2016 campaign avoided Cohen like that one mean kid in elementary school who always wore a dirty white t-shirt and whose breath smelled like old loogies.”
Here Are The 3 Reasons Why Mario Draghi Should Worry
…if you wait too long and the cycle turns on you while you’re still sitting in NIRP with a bloated balance sheet, well then where do you go from there?
JPMorgan And Citi Are Just Fine With This Whole Higher Volatility Thing
Sorry Seth Golden, it’s Jamie Dimon’s turn to make some money now.
Trump Says ‘Slime Ball’ Comey ‘Should Be Prosecuted’ For His ‘Leakin’, Lyin” Ways
It’s better to be pissed off than pissed on.
Bitcoin Rallies Again, Is Up A Lot This Week Because People Are Still Stupid
Don’t forget, it’s a “disease.”
China Has A Trade Deficit! #SAD
I guess it’s time for Xi to make some red trucker hats – #Make China Great Again!
Is It Time To Add Risk? One Bank Thinks Maybe
“We think it is overdone and has created opportunity for long and short term investors.”
In Latest Death Blow To TPP, Trump Charges Larry Kudlow With Renegotiating TPP
Personal problems are muting his ability to focus in international fires and he is looking to mollify his notional GOP allies by sending slick-ass Kuddles to salvage a trade pact that he doesn’t care for.
We’ll See What Happens.
Waiting game.
The Gilded Age, Man.
“I had never seen implied vol move that fast at that point in my young career.”
‘Maybe There Isn’t A Big Tail Risk’ In Tech (?)
Are the regulatory demons real?
One Bank Brings You The ‘Word From Main Street’, And The Word Is…
Apparently, Wall Street needs to conduct surveys to get a read on what the “word” from Main Street is, because after all, if you’re working in lower Manhattan and pulling in a cool 300k, you’re probably not spending a lot of time hanging out with the poors in social settings.
Thoughts On The ECB Minutes And A Bearish Euro Call For EURUSD Bulls
Here’s some shit you probably won’t read. But I wasted time on it anyway, because why not?
Larry Fink Thinks Investors Should Be ‘100% In Stocks’ – And If You Want To Buy Some Via BlackRock, That’s Even Better
You’re spending too much time thinking about “market timing”.
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