“Treasurys Will Protect Me From A FANG Sell-Off”: False Millennial.
“The bigger surprise was the complete lack of diversification provided by Treasuries against a 35% decline in tech stocks.”
Kellyanne Conway Says You’d Be Super Excited If She Were “Shot And Killed” On Saturday
“Half of Twitter would explode in applause.”
Meet Rachel Brand: Who Will Head The Trump-Russia Probe If Rosenstein Recuses
And so, with Rod Rosenstein having allegedly told the DoJ’s No. 3 that he may need to follow in Jeff Sessions’ footsteps by recusing himself from the Trump-Russia probe, the question is this: “just who is the DoJ’s No. 3”?
Bombshell: Rosenstein Said To Consider Recusing Himself From Trump-Russia Probe
“Rosenstein, who authored an extensive and publicly-released memorandum recommending Comey’s firing, raised the possibility of his recusal during a recent meeting with Associate Attorney General Rachel Brand, the Justice Department’s new third-in-command, according to sources.”
While You Were Watching The VIX, Credit Did This…
“While the collapse of the VIX to multi-decade lows has garnered headlines recently, implied volatilities on US and European credit indices have quietly reached new lows as well. The one-month at-the-money implied volatilities on US and European credit indices have all collapsed to their tightest levels since 2008.”
Trump Loses Mind, Says Rosenstein Is In On It, Calls Tweets “Very Powerful,” Invents Proper Nouns
“I’m now being investigated for firing the FBI Director by the man who told me to fire the FBI Director!”
“Don’t Gasp”: One Trader Has Had Enough Of Your Bullshit For One Week
It’s Friday and by this point in the week, former FX trader Richard Breslow is
Did Rod Rosenstein Just Threaten The Free Press On Behalf Of Donald Trump?
“Americans should exercise caution before accepting as true any stories attributed to anonymous ‘officials,’ particularly when they do not identify the country — let alone the branch or agency of government — with which the alleged sources supposedly are affiliated.”
Trump Thinks It’s “Sad” You Haven’t Found Enough Evidence To Impeach Him Yet
Have you had your “covfefe” this morning?
This Week, We Saw A “Startling Transformation”
“With many risky assets close to the ding-dong highs and central bankers becoming less supportive, it’s hard to argue that conditions are as favorable as they were a few months ago.”
Peter Pan’s Revenge: Kuroda Thinks You’re Crazy To Think BoJ Is Not Still Crazy
“The moment you doubt whether you can fly, you cease forever to be able to do it.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
A Very Presidential Trump Asks Why “Crooked H” Gets To “Destroy Phone W/ Hammer”
“…& they talk about obstruction?”
“Unidentified” Dong: China Will Not Take Fed Hike “Lightly”
“And the pace is getting faster and faster. “
And Credit Investors’ Biggest Worry Is…
Spoiler alert.
Darth Trader: “This Is Why I Am Shorting US Stocks”
“After many months of fighting all the naysayers predicting the next big stock market crash, I am finally succumbing to the seductive story of the dark side, and getting negative on equities.”
Chart Of The Day: Commodities Versus China
No further comment.
“It Belongs To The Robots”: Gap Between Humans’ And Bots’ Stock Exposure Soars To Record
“That money you see sloshing around in the U.S. stock market, it belongs to the robots.”
“Carry” On, Or Not So Much? Emerging Markets After The Fed
So one of the interesting things to note about the price action we’ve seen over
Sessions Satire: Neurologists Baffled By AG With Alzheimer’s
““In all the medical literature, we have never seen an example of someone capable of holding down such a high-powered job while having no memory whatsoever of people he met, things he said, places he has been, or thoughts he has had.”
A 12-Chart Visual Tour Of The June Fed Statement
Here we are, one day after the Fed and people are still trying to decide
Having Conquered FAAMG, Goldman Takes On BAT (Baidu, Alibaba, Tencent)
Last Thursday, Goldman’s prop desk decided they needed a lower entry point for the tech
Nassim Taleb Drinks “Genghis Khan’s Champagne,” Eats A Horse, Becomes Grassland Warrior
But gettin’ all tanked up on Genghis’ horse juice doesn’t, in and of itself, make you a certified “Steppe fighter”…
Trader: We’re Playing Tug-Of-War With A Starfish And There’s A “Reptilian Aura” To It
“Anyone who claims to know how this populism, saber-rattling and scandals will play out is fooling you as well as themselves.”
China Didn’t Pull The Trigger: Here’s Why
Yesterday, we suggested that the most important question wasn’t whether the Fed would put a
A Frustrated Trump Addresses Obstruction Investigation: “Nice”
So Donald Trump is being investigated for obstruction of justice. If you somehow missed that
The Day After: Yellen’s Big Mistake
So here we are, the day after a Fed hike that was supposed to (and
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