Trader: ‘I Don’t Know How Else To Say It – It’s Different This Time’
“As I struggle to find the words to communicate my thoughts, I worry they will be misconstrued. Yet I don’t know how else to say it – except to blurt it out. So at the risk of being labeled a fool, here it goes - it’s different this time.”
Look! A ‘Junk Stock VIX’
Looking for a new leading indicator? Here’s one candidate.
‘Is This The End Of The Central Bank Put’?
It may be time to question your religion.
White House: No No No, Trump Was Defending The *Alleged Rapist* Not The *Wife-Beater*!
“Anyway, as of five days later, the president of the United States has wished well the wife-beater, and MAYBE the rapist, and definitely himself, for whom he has much compassion, and not any of the women, if you were keeping count, the end.”
Waiting For Wednesday.
Ahead of a “make or break” moment.
You’re Not Panicking Enough Yet.
Or, put differently, how much would it take to break the spirit of market participants who have been conditioned, Pavlov style, to buy any dip no matter how small?
David Stockman: Last Week Wasn’t An Error
“Last week’s twin 1,000 point plunges on the Dow were not errors.”
Lured By Yacht Promise, E*Traders Opened 64,581 New Brokerage Accounts In January
And see it’s not so much that the timing was horrible as it is that the writing was on the wall.
‘This Is Poorly-Timed’: Credit Suisse Ups Rate Hike Forecast Amid Budget Boondoggle
Don’t say you weren’t warned.
‘Coincidence? We Don’t Think So’: Pinnacle In S&P P/E, Bitcoin Was ‘Peak Excitement’, Morgan Stanley Says
So watch bonds. And the dip buyers. Oh, and maybe Bitcoin, too…
Ray Dalio’s ‘Pretty Stupid’ People Are The Only Ones With Real Positive Returns In 2018
“If you’re holding cash”…
ETF Hot Potato! Investors Were Highly ‘Active’ In ‘Passive’ During Selloff
Well damn. That moved from “early-stage” to “advanced” de-risking pretty goddamn quickly, didn’t it?
Trump All Set To Worsen Bond Selloff With ‘Bigly’ Budget Boondoggle
He’s apparently going to just go ahead and abandon GOP dogma when it comes to balancing the budget.
Final Curtain? Full Week Ahead Preview
Is this it?
Here’s What The VaR Shock Meant For Global Portfolio Managers
Look, I realize that pounding the table on forced unwinds by vol.-sensitive investors during the recent acute pickup in volatility is quickly becoming an exercise in dead horse beating. But…
Bridgewater: ‘There’s A Much Bigger Shakeout Coming’
“There had been a lot of complacency built up in markets over a long time”…
Quant Crash: Human-Robot Blame Game Escalates As CTA, Risk Parity Scapegoating Reaches Fever Pitch
To fear them or not to fear them?
‘We Do Not Talk, We Act’: Israeli Shares Under Pressure Amid Serious Escalation In Syria
“We will continue to strike at every attempt to strike at us. This has been our policy and it will remain our policy.”
‘I’m A Minsky Moment, I’m Not THE Minsky Moment’
Listen, I mean there’s good news and there’s bad news and then there’s one simple question.
Release The Long End!
Well, damn.
David Stockman Bemoans ‘The Night Of Fiscal Infamy’
“We have crossed the fiscal Rubicon.”
‘Can You Feel The Tension?’ Grab The Scotch, History Says This Correction Could Get Deeper
“Can you feel the tension, in the air right now?”
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