In Asia: A Sea Of Red On Tuesday
The screens are red. Might need to reboot.
Goldman Thinks Stocks Might Actually Fall At Some Point In The Next Two Months
Ok, well if what you needed to start your week on the “right” foot was Goldman telling you that “a correction of some kind seems a high probability in the coming months”, well then rejoice…
‘It’s Incredible’ – I Think.
Monday, Monday.
Coincheck Didn’t Bother With ‘Basic Security Protocols’ Because The Worst That Could Happen Is A $400 Million Theft
The “scene” Bloomberg is describing apparently involved furious Japanese customers huddled together in the freezing cold…
Nobody Could Have Seen An Anonymously-Sourced Dovish ECB Article Coming On Monday
Well damn, who could have seen a “people familiar with the matter” story coming from the ECB?Â
Trader: ‘The Path For All Fiat Currencies Is Clear’
“…never in modern financial history has a Central Bank expanded its balance sheet through quantitative easing and then successfully shrunk it back down.”
‘Air Pockets’ And Risk Hiding In Plain Sight
I’m just guessing, but…
David Stockman: Now Is Not The Time And Place For Nosebleed PE Multiples
“…the very idea that you would pay 26X EPS for the S&P 500 at the tail end of a 103 month long recovery cycle is truly ludicrous.”
‘Boiling Frogs, Rising Yields’: 10-Year Yield Hits Highest Level Since April 2014
“For now, think happy thoughts.”
The Deflation Demon Lives!
So, could Trump end up resurrecting the deflation demon we thought we’d finally exorcised?Â
If You Thought That Was Crazy: Full Week Ahead Preview
How about a little more fun?
It’s Time To Make Rolling Back 71 Years Of Progress On Global Trade Great Again!
Put away your jingoism for a minute and ask yourself if you honestly believe that rolling back what you see in the chart below is really going to help middle America…
Dear Conservatives: Your Services Are No Longer Needed In Our Government
Thanks, but we’ll take it from here.
The Deep State Tried To Murder Sean Hannity’s Twitter Account Because Sean Was Getting Too Close To The Truth.
“OOH IT IS A MYSTERY! Did Sean Hannity see Hillary Clinton and Barack Obama making treason in the broom closet?”
WTF Klaas? Amid Scramble To Contain Euro Strength, ECB’s Knot Says QE ‘Must End ASAP’
This was not the time, Klaas.Â
Kingdom Holding Soars After Alwaleed Released From Harsh Confines Of The Ritz-Carlton
That right there is the biggest gain since November of 2014.
David Stockman Exposes Trump’s ‘Davos Delusions’
“Somehow the Donald managed to say less during his 15 minutes of fame at Davos than even the swamp creatures he abhors might have offered up. But the pity of it is that the whole thrust of what he did say was dead wrong.”
As The Rally Steams Ahead, How Worried Should You Be About NAFTA And Trade Wars?
As we saw this week, they’re not so good at being subtle.Â
Free At Last! Prince Alwaleed bin Talal Returns Home After Being Locked In Ritz-Carlton For Three Months
“Free at last, Free at last, Thank God almighty I am free at last!”
New From Epsilon Theory: ‘Things That Go Bump In The Night’
“Why should we pay good money to buy put options as a hedge on our portfolio when the Fed will give us a put option for free? I think this is the most far-reaching and transformative effect of the extraordinary central bank policies of the past eight years — we are no longer afraid of things that go bump in the night.”
This Is The ‘Talk Of The Town’ In Markets – Can It Last?
But fair warning to anyone who might be inclined to extrapolate on the way to drawing spurious conclusions…
Davos Man.
Well, that didn’t disappoint.
David Stockman: Politicians Should Be ‘Petrified’ Of This
“Even as a matter of economics 101, the forthcoming $1.8 trillion of combined bond supply from the sales of the US Treasury ($1.2 trillion) and the QT-disgorgement of the Fed ($600 billion) is self-evidently enough to monkey-hammer the existing supply/demand balances, and thereby send yields soaring.”
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