Do Not Show Donald Trump This Poll
Lots of “tremendous” news in here.
Facebook Could Face ‘Trillions’ In Fines: Is This The Beginning Of The End?
Ok, I’ll say it: this is fucking bad. Really bad.
Meet Yi Gang, The New Head Of The PBOC
So as you’ve probably heard, The People’s Republic Of Xi appointed their first new central bank governor in 15 years overnight in Yi Gang.
Tech Shares Look Like They Want To Collapse As Facebook Jitters Weigh
It looks like this might turn into something of a shitshow for Facebook over the next several days and that will of course weigh on tech and the broader market more generally if the losses worsen.Â
A Bearish Start To Your Week
Well, things took a decisive turn for the worst just after the European open…
Toxic Brew: Full Week Ahead Preview
This should be all kinds of amusing.
Come One, Come All! Recapping The Trump Circus Ahead Of A Pivotal Week
It’s almost unfathomable that things could get any worse from here, but make no mistake, they invariably will.
Jeff Sessions Back In The Hot Seat As Reuters Says ‘Mr. Magoo’ Lied To Congress About Papadopoulos
So Sessions lied about lying.
Good News: The Marginal Equity Buyer Is Back (And Bigly)
Is the marginal equity buyer back?
Trump Spends Sunday Morning Ranting About Comey, McCabe, Mueller – Says Fox & Friends Clears It All Up
Well fast forward to Sunday morning and, unable to restrain himself or otherwise keep from effectively indicting himself in real-time in front of the entire world, the President was out with this series of absurd rantings…
Growth Is The New ‘Value’ – If You Just Divide Up The Numbers ‘Right’
“In a surprising twist, some high multiple growth stocks actually represent an appealing “value†opportunity.”
Marko Kolanovic On BTFD, Trade Wars, ‘Clickbait’ And Trump Impeachment
Marko Kolanovic – a.k.a. “Gandalf”, a.k.a. the “half-man, half-God” – has a new note out and it’s great.
John Dowd: On Behalf Of The President, ‘I Pray Rosenstein Shuts Down Mueller Probe’
I’m sure you can see where this is going.
President Trump, Episodes 419 & 420: Macabre / McCabe
So stay tuned – “the ratings will be tremendous.”
David Stockman: Amazon Is The ‘Bubble Tracker’
“Since the rules of arithmetic apparently have not yet been “disrupted”, AMZN’s implied multiple on operating free cash flow has erupted from an already frisky 39X to a completely absurd 120X.”
Different Week, Same Joke.
Another week and the same joke continues to apply.
Here’s Your ‘Plunge Protection Team’ (No Conspiracy Theories Necessary)
No conspiracy theory about Janet Yellen playing futures trader from her living room necessary.
Tariffs And Tightening: Here’s What $350 Billion Worth Of AUM Is Thinking
For what it’s worth.
Breathe In, Breathe Out
“Waiting to inhale.”
Fox News Is Worried White Nationalists Will Become Extinct Before Black Rhinos (Really)
“The black rhinos got an advantage because he’s black.”
Dollar Strength Is Hiding In Plain Sight, And One Strategist Says It’s Here To Stay
Sustainable rally or dead cat?
H.R. McMaster Out As Trump’s National Security Adviser: Report
Another one bites the dust.
One Bank Asks: Is Globalization Dead?
Spoiler alert: no.
David Stockman: ‘Kudlow’s Job Is To Dig Through A Pile Of Horse Manure And Find Trump A Pony’
“That’s because his newly appointed task will be to dig through Ronald Reagan’s proverbial room full of horse manure to reassure the Donald that there is a pony in there somewhere.”
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