An Emerging Problem?
“There are just too many goddamn headwinds”…
‘In Fairness To Children’: Let’s Stop Pretending There’s Anything ‘Genius’ About Trump’s Antics
“Spectacle drives out problem-solving. Our national attention span, never one of our strongest suits, follows Trump down to a level that, in fairness to children, cannot even be called childlike.”
Goldman Asks The Big Question: What Does The Opioid Epidemic Mean For The Economy?
“By now most people have seen at least one astonishing headline about the opioid epidemic: Opioid abuse kills about 100 Americans per day. There are as many opioid prescriptions written annually in the US as there are adults. With just 5% of the world’s population, the US consumes 80% of its opioids.”
‘Sudden Selloff’: It’s Time For Emerging Market Investors To Be ‘Deeply Fearful’
“But that changes when the Fed’s major peers are all raising rates at the same time or when there’s speculation they will do so. The chances a sudden selloff become much greater.”
‘Chain Reaction’ Strikes: Stocks Dive As Sudden Bund Selloff Triggers Bond Bloodbath
“The magnitude of the sell-off is excessive”…
Geopolitics! Won At 4-Month Low, Lira Sinks, Trump Says ‘Very Severe’ Shit Is Goin’ Down
Well, the won is at four-month low against the dollar on Thursday because, well, because
Key Calls (Thursday): Upgrades, Downgrades & Initiations
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Confused Trump Supporters Mistake Declaration of Independence For Liberal ‘Propaganda’
“I have no idea what you’re talking about”…
The Case For Sending Everyone To Prison
“To this demand of jury duty, I would like to add another, and in the same spirit. I propose that all citizens of the United States of America should serve a brief sentence of incarceration in our maximum-security penitentiaries”…
Thanks Mr. President! ‘Morning Joe’ Sets Ratings Record After Trump Tweets
“The Nielsen company said Wednesday that 1.66 million people watched the MSNBC morning show the day after the tweets. That narrowly beat the show’s previous record, which came the day after Trump was elected last year.”
One Trader Bans ‘Certain Words’ Until You Can ‘Pass His Plain-Speaking Test’
“The last thing I want to be doing the day after July 4th is making any kind of assault on free speech. But I’m going to propose a ban on certain words that no longer pass the plain-speaking test.”
David Wants Someone To Explain Why The Fuck Trump Needs Sensitive Voter Data
“Which begs the question– why is the federal government marshaling considerable taxpayer resources to collect data it shouldn’t have, to reach a conclusion it cannot possibly reach, to prove something we already know isn’t true?”
Fed Minutes: Key Points And Highlights
Read them, parse them, take them to your local palm reader…
Making The Rich Richer Is A Bad Idea – But Not For The Reasons You Think
“The reason has nothing to do with envy”…
Oil Plunges As Russia ‘Throws Cold Water’ On Bull Thesis
First thing this morning, we noted that crude fell off a cliff just after 4:30
Goldman: Here’s What Works Best In Low. Vol Regimes
“The S&P 500 and US HY credit have had roughly 9 and 19 times the risk-adjusted returns of US 10-year Treasuries, respectively, during these periods, while commodities have lagged materially.”
Chart Check: Bearish Bets On Tech Spike Near Decade High
It’s getting dicey out there…
6 Satirical ‘Surprise’ Outcomes For The Trump-Russia Probe
But, three weeks into Stone’s tenure, reports emerge that President Trump has soured on the investigation, apparently fixated on the fact that several of the sea turtles “look like Dems.â€
One CEO Is ‘Worried About Qatar’s Bonds’ Despite How Deliciously ‘Juicy’ They Are
“I worry about Qatari bonds more than equity. Every major bond fund has Qatari bonds on their portfolios.”
Nomura: 3 Ways The ‘Goldilocks’ Market Could End (Now Cue The 3 Bears)
“Markets have been pricing in a Goldilocks scenario: benign growth, low inflation and slow central banks and therefore high valuations and low implied volatility.”
Journalist: ‘I Fear Less For My Personal Safety Than For The Integrity Of The Country’
“Bizarre comes to mind. Absurd. Ridiculous. Funny, perhaps, to a certain sort.”
Trader: ‘Risk Assets Are Ripe For A Correction’ And This Gives Them An Excuse
“Many risk assets are ripe for a correction from elevated levels and North Korea’s latest provocation provides sufficient excuse for traders to act.”
Crude Crashes Abruptly, North Korea Vows More ‘Good-Looking Boys’ For ‘American Bastards’
We just hit technical levels that were a bridge too far at this stage. That’s
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
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Wall Street Journal Thinks Armchair Vol. Sellers May Be A Gang Of Silly Idiots
“If volatility is no longer predictable, the “short-vol†strategies used by hedge funds, pension funds and institutional investors—and available through exchange-traded products, too—are riskier than their advocates suggest.”
North Korea Says ICBM Can Carry Nuke, Will Be Able To Hit US This Year
Kim Jong Un said U.S. must be upset with “gift package” that he sent for its Independence Day and says he will send more in future.
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