“These Are The Casualties Of Trump’s War” – McMaster Mourned And Other Letters To The NY Times
“Did he sacrifice a lifetime of the highest level of professionalism and integrity to defend Mr. Trump? If so, it is a great loss not only for General McMaster but also for the nation.”
Chart Of The Day: “This Never Ends Well”…
A subtle reminder…
Guest Post: An E.T.A. For The Man With The Pin
“I find it funny how with all this printing, market participants are surprised when the price of assets rise.”
This Hasn’t Happened Since 2009
This probably shouldn’t surprise you…
Odds Of Trump Being President At End Of 2017 Hit All-Time Low
Perhaps a better read on this comes from looking not at the odds of impeachment, but simply at the odds of Trump being President at the end of 2017…
“Not All Sunshine And Rainbows”: Goldman “Finds Fear” In These 15 Stocks
“While we have written extensively about how fear metrics in the broad market are near record lows, there are some stocks where investor concerns are high.”
There Are Tons Of Reasons To Sell – But Trump Isn’t One Of Them. Here’s Why…
“It sure looks to me like there really isn’t anything priced for Trump’s agenda any more.”
Looking To Hedge? The Yen “Trumps” Gold And The Franc
With the VIX spiking and the yen bid all night and into the US open, it’s probably a good time to ask yourself where the best place to hide is in the event Donald Trump’s inevitable fall from what in his world passes for “grace”, ends up materializing faster than anyone figured.
Trader: I’m “Appalled,” “Repulsed” By The “Shenanigans” But…
“Don’t for a second think I’m not appalled by the shenanigans. The lack of dignity alone is enough to repulse.”
“Tomorrow” Was Supposed To Be “A Great Day” – Comey Ruins Zakharova’s Inspirational Facebook Post
“Tomorrow may be a good day to have a great day”…
Global Markets Shudder: Impeachment “Makes It Difficult For Investors To Buy”
“I suppose the question is whether these are US political rain showers like the ones drenching London’s commuters, or real storms with lasting damage.”
Analyst: Short The Dollar, Trump Has Created “Political Storm”
“Regardless of the ultimate conclusion of the political storm over Trump’s actions on Russia and the security services, it will at the very least linger as a distraction that makes it more difficult for the White House to pass pro-growth policies.”
Analysts: Trump’s “Dirty Laundry” May Cause “Collapse” Of US Stock Market
“USD/JPY is being affected by risk-off sentiment emanating from the U.S.; concern is the U.S. equities market, which until now has been resilient to concerns over Trump administration, may be impacted.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
The End Is Fucking Nigh: Comey Sees Trump’s “Tapes” Tweet, Raises Him One Memo
“I see your ‘you better hope there are no tapes’ tweet and I’ll raise you one ‘you better hope there are no memos’ leak to the NY Times.”
Bets Pour In As Trump Impeachment Odds Spike, Senator Says It’s Possible
“Reluctantly, I’d have to say ‘yes’.”
What’s “Top Of Mind” At Goldman? One Thing And One Thing Only
Needless to say, geopolitical risk should be “top of mind” for anyone who fancies themselves a serious
NY Times: “The World Is Run By A Child”
“We’ve got this perverse situation in which the vast analytic powers of the entire world are being spent trying to understand a guy whose thoughts are often just six fireflies beeping randomly in a jar.”
Photo Of The Day: Arriving In Style
“Air Sultan”…
Tuesday Humor: Matt Drudge Is Worried That The Media Has Become Too Political
In case it isn’t immediately clear to you why this is ridiculous…
Investigating The Market’s “Nightmare Scenario”
Right, so one thing people are becoming increasingly concerned about is the extent to which
Goldman Is Super Excited About Their New “Central Bank Chatterbox”
You know when I noticed that Goldman had released “the inaugural edition of the Central
Trader: Stocks Are “Acting Like The Last Honest Man In Town”
“Equities investors are acting like the last honest man in town. Couldn’t care less about politics, geo or domestic. And aren’t ashamed to admit it. Give ’em tax cuts and deregulation and they’re happy. Throw in repatriation holidays to fund buybacks and they’re ecstatic. Add the sovereign wealth funds and they won’t even give you a dip to buy. Earnings per share is as outdated a concept as value investing. It is what it is, until it ain’t.”
These 4 Charts Show China Squeezing Its Shadow Banks
There’s still a lot of confusion out there surrounding exactly what’s going on in China.
Russia’s “Superstar” Agitprop Queen Has Advice For Russians: “Don’t Read Foreign Newspapers”
That’s Russian Foreign Ministry spokesperson, social media superstar, and woman who hopes she doesn’t have to chloroform you in your sleep, Maria Zakharova…
“The Sultan And I”: Trump Meets Erdogan To Compare Autocrat Notes, Talk Kurds
Donald Trump welcomes Turkish President Recep Tayyip Erdogan to Washington on Tuesday which is hilarious for
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