Beware The Crowd: One Bank Warns On Rebalance Risk
As we kick off the new year, BofAML’s Savita Subramanian is out warning about a dynamic that has the potential to trigger a similar shift out of crowded names and into neglected stocks.
Trump Foments Iran Revolution, Posits Deep State Conspiracy, Shouts Out Rocket Man, Takes Credit For Lack Of Airplane Deaths, Demands Respect From NYT In Marvelously Schizophrenic String Of Non Sequiturs
Nope, nothing crazy about any of that. Just the President of the United States spending the first three hours of the work week having a schizophrenic, self-aggrandizing meltdown.Â
‘Just Stop It’: Frantic Search For New Narrative Ensues As 2018 Trading Kicks Off
I’m not entirely sure what everyone expected. If 2018 were a person, it would probably be thinking something along the lines of this: “well shit, give me at least 48 hours to get my feet wet before you start accusing me of being a cheap knock-off of my predecessor.”Â
The Â¥3.2 Trillion Question: What Will Mrs. Watanabe Do With ‘Her’ Bitcoin Riches?
Draw your own conclusions.
Don’t Look Now, But Gold Is Having Its Best Run Since 2011
Seasonality could portend more gains ahead.
‘The Prospects Are Rosy’: Chinese Stocks Surge
“Restocking.” Figuratively and literally.
David Stockman: Bitcoin Speculators Will ‘Have Their Hands Burned To A Crisp’
“All of these latter-day speculators will have their hands burned to a crisp, and they will learn the proper lesson.”
Paul Krugman Warns On Bitcoin, Tech Bubble, Iran And China In First Missive Of 2018
“How confident would you feel?”
How To Hedge The End Of The 100-Year Balanced Bull
Who’s afraid of a multi-asset drawdown catalyzed by a bond tantrum in 2018?
Is This The Ultimate Market Irony Of 2017?
“America first?”
Of Secessionists And Populists: Across The Pond And Back Again
The stamina of the secessionists and the propitiation of the populists…
Year Of The Moron: Making Sense Of 2017
“All other things aside, 2017 will be remembered as the year when madness gained acceptance in mainstream politics and everyday life. Last year raised one key question that begs for an answer: Why is there such a similarity between the mindset of right wing conservatives and the mentally ill?”
Bitcoin Gains Will ‘Ignite The Spirit’ Of The Samurai, Boost Japanese Economy
That raises the following obvious follow-on question…
‘American Carnage’: 5 Real Problems In An Otherwise False Narrative
As this year melts into next, we thought we’d revisit five key problems the country faces for readers who have a keen interest in the extent to which America, while not the barren, bone-strewn wasteland imagined in Donald Trump’s inauguration speech, does have a set of rather serious issues it needs to address in 2018.
Does The Truth Matter To You?
Growth, jobs, legislation, polls, and the Dow.
Bank Of England Could Launch Bitcoin ‘Competitor’ As Early As 2018
“…a Bank of England-issued digital currency would potentially allow British citizens to keep their money – in digital form – with the central bank itself, dispensing with the need for a retail bank.”
‘I Do Not Believe This Time Is Different’: One Investor Updates His Cryptocurrency Bubble Prediction
“That is very often the final stage of a bubble and I do not believe that “this time is different.”
Real Trigger Of FBI Russia Probe Revealed: A Drunk Papadopoulos Not A Dossier
“During a night of heavy drinking at an upscale London bar in May 2016, George Papadopoulos, a young foreign policy adviser to the Trump campaign, made a startling revelation to Australia’s top diplomat in Britain.”
Bitcoin ‘Dominance’ Approaches All-Time Low Amid Furious Fidget Spinner Rally
Fortunately, there’s still time to “diversify”…
Here Are The Most Popular Trump Tweets Of 2017
That says more about America than it does about Trump.Â
‘Flippenings’ And Fidget Spinners: Ripple Mania Goes Parabolic
This should be fine.
10 Questions For 2018
At this point, you’re probably exhausted with year-ahead outlooks, forecasts, “top themes”, and the like. But…
Requiem For 2017: The Year In Charts
Cheers to you in the new year…
Are You Underestimating The Size Of The Crypto Bubble?
“In some cases this might make sense (for bitcoin, the total supply is not yet mined and won’t be for a long time so it is truly not accessible), but for almost all other cryptoassets this view is simply misleading.”
Knifed At A Bus Stop: Is This The Single Most Important Dynamic For 2018?
Let me tell you something you should maybe watch for in 2018.
Trump Calls U.S. Post Office ‘Dumb’ And ‘Poor’ In Angry Amazon Meltdown
Oh, and don’t forget that if you look back at 5+ years of Trump’s tweet history, you’ll discover that he’s actually a big Bezos fan – as long as Bezos is selling Trump’s book, which is “a great gift idea that’s easy to order on Amazon“…
‘That’s The Dumbest Thing He’s Said All Year’: Trump Issues Twitter Challenge To The Weather
On Thursday evening, Donald Trump issued a challenge to one of his political rivals on Twitter.
That wouldn’t be news in and of itself since he does it all the time, but this particular Quixotic endeavor was noteworthy because the windmill at which he is tilting isn’t a human being.
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