Nomura Unveils The ‘4 Triggers’ That Will ‘Burst The Data Bubble’
Whether that’s a good or bad thing for society is an open question and largely depends on how regulatory action is justified and who it is that’s doing the regulating.
Farmer Trump Celebrates National Agriculture Day, Says Farmers ‘Tamed The Continent’
Give me a goddamn break.
Some Hedge Fund Folks Are Probably Hoping The Facebook Situation Doesn’t Get Worse
I’ll tell you what, if this Facebook debacle continues to spiral out of control, it’s going to be interesting to read some of the fund letters…
FTC Probing Facebook, Shares Dive
FACEBOOK EXTENDS LOSS TO 2.3% ON REPORT OF FTC PROBE
Crazed Investors Panic-Sell Nasdaq ETF Days After Panic-Buying Same ETF
Boy, you morons are a fickle bunch, I’ll tell you what.
G-20 Thinks Maybe Your Cryptocurrencies Aren’t ‘Money’ And That Means It’s Tax Time!
Cryptos “lack the traits of sovereign currencies,” the draft says.Â
David Stockman: Trump ‘Embodies A Trifecta Of Fiscal Impulses That Amounts To Pure Madness’
“Then again, you haven’t seen nothin’ yet.”
Tech ‘Triple-Whammy’: Beware A Domino Effect
Here we are a day on from some Facebook-induced market mayhem and it looks like everyone is in wait-and-see mode. Who can blame them?
Cambridge Analytica Does Not Use Entrapment, Bribes Or ‘Honey-Traps’, Ok?!
“In which we learn about how CA helps candidates around the world, like by bribing their opponents and sending them hookers.”
Goldman Delivers Ominous Message: ‘Markets Themselves’ May Pose The Greatest Risk
“But we see several reasons to worry that ‘markets themselves’ are becoming a bigger source of market risk than fundamentals.”
Mind The Scale, Chicken Little
“I simply want to point out that neither one of these graphs are anywhere near as bearish as the Chicken Littles claim.”
Train Wreck.
Monday was a train wreck from start to finish.
‘Enough!’ A Disgusted Cramer Tells A British Nobleman He’s Selling Facebook
“I don’t want to get up in the morning'” and see a bad headline every day.”
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.
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