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 Earnings per share is as outdated a concept as value investing.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
“It’s Funny Because It’s Treason”: Global Markets Jittery As Trump Makes New Lows
We start Tuesday on a treasonous note… So because he’s President, Donald Trump gets some
“Prepare For Excitement!” One Trader Thinks Higher Oil Prices Will Save Us All
Prepare for another round of “reflation trade” excitement…
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
In “Shocking” Move, Trump Gives Highly Classified ISIS Intel To Russians
“It is all kind of shocking.”
No Further Comment: VIX Edition
Speaks for itself.
“EM-palooza” Vs. DM Fyre Festival
“China’s Belt and Road Forum was a sort of EM-palooza, with an upbeat message of growth and investment. The G-7 finance minsters’ meeting, on the other hand, was more of a Fyre Festival of global economic hegemons, whose flaccid message was “we favor free trade, except when we don’t.”
Apparently, Energy Is One Place Where Equities Are Smarter Than Credit
Early last month, we showed you a chart that “made no sense.” See how the
After $1.5 Billion Outflow, Investors Now Most Bearish On High Yield Since 2008
“Should retail flows turn negative or equity markets selloff, high yield is likely susceptible to a backup.”
Guest Post: Was Noble The Silver Seller?
“Something is wrong. Really, really, wrong.
In Oil, It’s “Smart” Versus “Dumb” Ahead Of OPEC Meeting
Let’s give it two weeks and revisit this to see who was actually “smart” and who was “dumb.”
Politico: Trump’s Own Staff Slips Him Fake News Just To See How Stupid He Is
“Just days earlier, K.T. McFarland, the deputy national security adviser, had given Trump a printout of two Time magazine covers. One, supposedly from the 1970s, warned of a coming ice age; the other, from 2008, about surviving global warming.”
Yes, I’d Like “My Eyes Ripped Out Plz”
“It’s contributing to the death of asset-price volatility. The very phenomenon that so many correctly warn about.”
China Rolling Over + Ballistic Missile Test By Hermit Regime = “Monday Risk-Friendly Tone”
“The weekend news – softer industrial production, Capex and retail sales in China, higher oil prices as Saudi Arabia and Russia agree that output cuts should be extended through Q1 2018, a North Korean ballistic missile test – sees us start in mild risk-friendly tone.”
Oil And China. Because What Else, Right?
It’s Monday. Hell yeah! Let’s start in China, because… well… because where else, right? We
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
A “Mind-Boggling,” 60 Trillion Problem
“Therefore, there exists a significant amount and a complex web of cross-holdings between banks and NBFIs as well as among NBFIs. Consequently, it is nearly impossible to have a clear idea who is responsible for what when things go wrong.”
Chart Of The Day: China Versus The World
Ok, fuck it: one more time with the China story on Sunday.
You must be logged in to post a comment.