Quarter Back.
It was only fitting that the quarter should close in dramatic fashion for U.S. equities.
Albert Edwards Wants To Know If ‘Your Nostrils Are Filling With A Sticky Aroma’
“If you want to blame someone, blame the Fed. And I am sure that is exactly what President Trump will do when he loses patience and moves to remove their independent status.”
Enjoy The Easter Bunny, Because Q2 Will Be Just As ‘Interesting’ As Q1
“Enjoy those chocolates.”
Trump Throws Cold Water On Amazon Rebound, Says Postal Service Is Bezos ‘Delivery Boy’
Trump is out reminding you that’s he’s hated Amazon for a long time.
David Stockman: That ‘Unicorn’ Isn’t Real
“The single most important price in all of capitalism is the interest rate—-and at all points on the maturity curve. And the single most important truth about honest interest rates is that they must be discovered by markets, not imposed by the state.”
New From Epsilon Theory: Investing With Icarus
“As Narrative abstractions — cartoons — become our short-hand for things that used to have meaning, our models become more and more untethered from the reality they seek to reproduce.”
Trump Lawyer Floated Idea Of Pardoning Manafort, Flynn As Mueller Moved In
Unless this is in any way, shape, or form unclear, these people are so fucked
Trader: ‘Did I Miss The Part Where You Became A STIR Trader?’
“Maybe this is just the market returning to more normal conditions with some volatility as opposed to the artificial flatness?”
Amazon, Tesla, Facebook And Investing In ‘The Future’
“…to all you Marty McFlys out there”…
What If Everything Is About To Change?
Bull hell, there’s always Kuroda, right?
‘Rates < HY < IG < Equity': Hierarchy Of Vulnerability Revisited
“This seemingly counterintuitive result has a distinct ‘path-dependent’ flavor.”
Goldman Cuts iPhone Estimates Citing ‘Deterioration In Demand’
Tech really could have done without this.
Tech Rout Goes Global, Sinks Hong Kong Shares In Wednesday Bloodbath
The robot carnage on Wall Street predictably spilled over into Asian markets on Wednesday.
American Corrida And The Reconstitution Of The State
“We have reached the point of self-intoxication when inner contradictions of the system, which previously could be temporarily ignored, are taking over. The system has exhausted itself – it has collapsed under its own weight.”
‘In Late January A Client Called Us With An Exasperated Query’: Why Barclays Sees A ‘Bumpy Road Ahead’
“In the last week of January, as equities went on yet another run, a client who had been waiting to buy the dip called us with an exasperated query.”
David Stockman: Trump Now Has ‘Arguably The Most Militarist National Security Team Ever Assembled’
“…is arguably the most interventionist, militarist, confrontationist and bellicose national security team ever assembled by a sitting President.”
Trump Secretly Pushing For Military To Pay For Border Wall: WaPo
“Ryan offered little reaction to the notion.”
Just Another Day In Legal Hell With Donald Trump And Michael Cohen
“According to the Washington Post, Donald Trump has been wandering around Mar-a-Lago asking random rich people if they believe Daniels’s story.”
Goldman’s Bull/Bear Indicator Is (Still) Elevated: Here’s Why They Don’t Think You Should Worry
Maybe come down off that bridge?
Caution: Slippery Ramp
Well markets are rocking from London to Hong Kong on Tuesday as the world takes its cues from the blockbuster rally U.S. stocks staged on Monday.
Two More Top Lawyers Turn Down Trump On Mueller Probe Offer
“…fame & fortune will NEVER be turned down by a lawyer.”
Trader: This ‘Out-Of-The-Blue Outcome Could Hurt Some Market Players’
“While there can be no denying that stock markets often take the escalator up and the elevator down, this generalization is far from a law of nature.”
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