“Hope” Versus “Reality”: Goldman Says S&P To Fall 6%
“Hope led the market to 2400 in 1Q but reality supports a 2300 year-end target.”
BofAML Weighs In On Qatar: “Major Concessions Will Be Needed”
“Financial links are a key risk”…
Explaining The $1 Billion Hostage Deal FT Says Triggered Monday’s Qatar Drama
A hunting trip gone wrong…
Guest Post: Betting Against History
So I ask you, with Central Bankers determined to create inflation, why on earth would you want to hold cash? For this trade to work, you have to assume Central Bankers will suddenly change their tune and be willing to preserve the purchasing power of money.”
Monday Humor: Support For Impeaching Trump Now Higher Than His Approval Rating
As you know, Donald Trump is trying his best to get himself impeached. The chances
Goldman Releases Subliminal, One-Sentence Warning On Qatar
“We have received a number of questions”…
Covfefe’d-Up Trump Says London Mayor Is “Pathetic” Pussy – But Not The Kind He’d Like To Grab
It looks like a combination of the latest London terror attacks, opposition to the still-stalled travel ban, and a general sense of incredulity with regard to the fact that the entire world thinks he’s batshit crazy, has pushed Donald Trump over the edge on Monday.
$9.2 Billion Wiped Out In Qatar Stock Rout: Surveying The Carnage
It was a rough day for financial assets in Qatar following a decision by Saudi Arabia,
Qatar Cut Off: Everything You Need To Know About Monday’s Mideast Earthquake
You might be wondering why Saudi Arabia seemingly gave Qatar the Fredo Corleone treatment on Monday.
Trump Wakes Up With Muslims On The Mind: Reminds You Courts Are Full Of Shit
Donald Trump got up this morning with Muslims on the mind. See Trump thinks maybe, amid
Stop Chasing The Dragon: One Trader Says Central Banks Need To Abandon Their Mandate
“Any hint that targets are being abandoned or lowered would send a negative shockwave.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Bank Of Japan’s ETF Holdings Surge 80% To Cartoonish 16,000,000,000,000 Yen
“The total marks an 80% rise from a year earlier and more than a sevenfold increase since the central bank kicked off its quantitative and qualitative easing — adding riskier assets to its balance sheet — in April 2013.”
Brace For Impact: Full Week Ahead Preview
“While improving manufacturing confidence has recently added to the constructive global risk environment (characterized by dovish central banks, low cross-asset volatility and rising equity prices), a potential increase in political uncertainty in the US may undermine this backdrop.”
This May Be “The Scariest Chart” In The World
Were you looking for another reason to be wary of US equities? Look no further…
Peak Complacency? The Hedges Are Coming Off In Emerging Markets
As is the case with high yield, this is probably a good time to ask
“How Long Will Financial Assets March Higher?” BofAML Has A Simple Answer
I’ve got a question for you on Sunday. Here it is: are you someone who
Trump Wakes Up, Makes Fun Of London Mayor, Reveals Attackers Used “Knives & Trucks!”
As noted earlier Sunday morning, Donald Trump wasn’t “running, hiding, and telling” during last night’s
As London Attacks Unfolded, Trump Was Busy Retweeting Matt Drudge
Of all the media outlets on the planet covering that story as it developed, the President of the United States used his Twitter account to direct 31.1 million Americans to coverage from Matt Drudge.
Guest Post: No Debt Will Ever Be Repaid
“Borrow today and repay later†logic carries an implicit bet on the future. Without an optimistic outlook on the future, there is no lending or borrowing. Debt links the present and the future in a circular way: A prosperous future cannot happen without the present, and the present cannot take off without a belief in (better) future. In this way, the very concept of the future undergoes a transformation in capitalism: It no longer represents a timeline we experience, but a concept we envision.”
Goldman On Trump: “Prospects Have Deteriorated Much More Than We Would Have Imagined”
“Most recent presidents have been able to enact at least one key piece of legislation in their first year, and occasionally two or three before their first midterm election. This year, it appears unlikely that any of the Administration’s key legislative priorities will be enacted by the fall, and it looks increasingly doubtful that any will be enacted in the first year.”
As Short Interest Jumps And Outflows Rise, Bill Blain Warns: “The Amount Of Passive Money Is Scary”
“The liquidity implications of the amount of cash tied up in ETFs are dimly understood. The amount of passive money is scary. Folks might just want it back sometime.”
Alex Jones Will Pay You $1,000 To Buy A “CNN Is ISIS” Shirt From Him & Wear It On TV
“We want you to win and do not want to create a bunch of boring rules.” But there’s a bonus if you shout “Infowars.com”
Deutsche Bank: “Path Of Least Resistance” Is For Everything To Rally
“The conclusion is that the Fed can’t do a lot that appears credible to the market. The path of least resistance is therefore a soggy dollar, low yields and robust equities.”
Guest Post: China Holds The Key To The Financial Future
“Everything’s ok and all the doom and gloom has dissipated, hasn’t it?”
Paris Accord Satire: “Earth Is A Loser Planet – Maybe The Worst In The Solar System”
“Earth is a terrible, very bad planet,†he told the White House press corps. “It’s maybe the worst planet in the solar system, and it’s far from the biggest.â€
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