Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Feed Your “VIX-ation” – Rocky’s Back To Answer All Your VIX Questions
Market participants are suffering from (or maybe “relishing in” is better) a veritable “VIX-ation.” Why
Yen Jumps As WaPo Trump Story, Concert Explosion Trigger Risk-Off Move
We’re seeing a flight-to-safety bid amid suggestions that Donald Trump might have tried to rope two top
Trump Asked Top Intel Chiefs If Maybe They’d Like To Obstruct Some Justice With Him
“President Trump asked two of the nation’s top intelligence officials in March to help him push back against an FBI investigation into possible coordination between his campaign and the Russian government, according to current and former officials.”
Wilbur Ross Marvels At Lack Of Protests In Saudi Arabia, Wooed By “Gigantic Bushels Of Dates”
“Not one guy with a bad placard.â€
Monday Satire: America Changes Its Mind On Travel Ban From Muslim Countries
“In a notable shift of public opinion, a substantial majority of Americans now favor a travel ban on a person who has recently visited a Muslim country, a new poll shows.”
Monday Humor: Flynn Last Year On Taking The 5th
“Unbelievable.”
An “Emerging” Disaster Or “Carry” On? You Decide
We’ve said for quite some time now that it probably isn’t entirely rational to think that
Video: Trump Accidentally Confirms Leaking Israeli ISIS Intel To Russians
“I never said the word ‘Israel.'”
“If VIX Can Do It…” – One Bank Asks If IG Credit Is A Sure Bet “Cheap Short”
“Has the so-called floor for IG risen since 2014? And if it has, does it represent a cheap short at these levels?”
“1, 2, 3, 4… FIF!!” Mike Flynn Pulls A Chappelle, Pleads The 5th
We already knew Mike Flynn had nothing to hide about the Trump administration’s ties to Moscow
Brazil’s Black Swan In Context: Another “Since The Crisis” Moment
The President appeals to Supreme Court to suspend investigation on him. No, that’s not breaking news
“Here Today, Gone Tomorrow,” One Trader Indicts A “Sheep-Like, Cynical” Market
“Last week it was, U.S. is cratering, the legislative agenda is dead, China is tightening at a dangerous rate and Brazil will take down the emerging market complex. So far today, and it’s only Monday, global growth is accelerating, corporate profits are great, China knows exactly when to ease off the decelerator, PMIs are a source of strength not worry.”
This Hasn’t Happened Since 2007
So a lot of folks have observed that if you’re looking for a reason to
The Air Conditioning Is Broken, So Sell Stocks, Buy Bonds
Were you looking for an excuse to move out of nosebleed equities and into something
“Thy Orb And Thy Staff They Comfort Me”: “Risk Feels A Bit Better Today!”
Yea, though we walk through the valley of the shadow of death, we will fear no geopolitical tail risk: for Donald Trump art with us; thy orb and thy staff they comfort me…
Trader: The “Goldilocks Environment For Equities Is Here For A Long While Yet”
“This isn’t a short-term signal, but it does suggest that the long- term Goldilocks environment for equities is here for a long while yet.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
This Is A Bubble
Ok look, I know we’ve said this over and over. But the evidence just keeps
The Great Orb: Twitter Goes Batshit Crazy Over Picture Of Trump, Saudi King
Bow before the all mighty orb.
Chart Check: “Nothing To See Here”
Please disperse.
“Sharks In The Sea Of Tranquility” – Looking Ahead
So what did we learn last week? Well, we learned that despite what amounts to
How Amazon Is Like Allen Iverson
“How the hell can I make my growth rate better by profits?”
One Bank Talks Impeachment, Downside For Stocks, As Democrats Beg DoJ To “Fend Off” Trump
“They view the evolution of this probability as the major determinant of near-term equity performance. Our equity strategists think a 10% change in the assessed probability for a corporate tax plan is worth about 55 points for the S&P 500.”
“The Shadowiest Corner Of Shadow Banking” – A Sunday Trip To Chinatown
China’s labyrinthine shadow banking complex has been a source of concern for years. It’s always
In Islam Speech, Trump Fights ‘Barbaric Criminals’ In Epic ‘Battle Of Good Vs. Evil’
TRUMP TO SAY WAR ON TERROR IS `BATTLE BETWEEN GOOD AND EVIL’
TRUMP: WAR ON TERROR NOT BATTLE BETWEEN DIFFERENT FAITHS
TRUMP: WAR ON TERROR IS FIGHT AGAINST `BARBARIC CRIMINALS’
North Korea Decides Now’s As Good A Time As Any To Launch Another Missile
No one should be surprised by this. Pyongyang is hell-bent on staying in the spotlight and Trump’s jaunt across the Mideast threatens to shift the focus away from the North/South tensions. So you know, some sabers needed to be rattled. They’re probably also intent on testing the mettle of new South Korean President Moon Jae-in.
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