Halloween-Themed Russian Propaganda Site Uncovers Nefarious Syria Plot
“…at the separate command of a mastermind.”
Good News! There’s A 2/3 Chance This Recovery Will Be The Longest In US History
“The bad news is that medium-term recession risk is now rising.”
Guest Post: Wallace Prepares To Buy Some Silver
“The hardest trades are often right ones. I am not sure if it is brave or stupid (and probably a bit of both), but I am going to be buying silver down here.”
“Psst!”: Be Wary Of Those Trying To “Sell You A Narrative”
“Not every change in asset prices signals a new and lasting paradigm shift.”
Thursday Humor: Define Irony
Presented with no comment…
Here’s The Metals Mayhem In One Idiot-Proof Chart
Ok, so this is a simple one and that’s on purpose.
Albert Edwards Is Back From Barbados And He’s Got (A Lot) He Wants To Tell You
The problem with ‘healthy debateÂ’ is that so many people back themselves into a corner and take any contrary opinion as a personal attack on their very identity as a human being.”
Bloodbath: “Nightmarish Picture” For Iron Ore Triggers Metals Mayhem
“Iron ore demand is waning, which, against backdrop of near-record/record inventories and aggressive Chinese and seaborne supply, paints a nightmarish picture”…
Trader: Sunday Will Be The “Final Nail In The Coffin” For Euro Bears
“Those who trade on systemic market risks need to know when their expiry date has passed. It’s time for the euro to enjoy its life out of the limelight and let some other asset be the focus of market worry.”
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
10 “Other” Things Nassim Taleb Can Teach Us
And now, right back to it. A bullshit piece was published on Tuesday over at
Trump Cancels Cinco De Mayo – Then Decides To Make Mike Pence Do It
“It’s unclear whether President Donald Trump, who marked Cinco de Mayo last year with a tweet about a taco bowl, will attend.”
Your Complete Visual Guide To The May FOMC Statement
“LaVorgna is out this afternoon with a visual tour of the May FOMC statement which we sincerely thank him for providing because just about the only conceivable way to make this meeting exciting is to draw some pictures”…
“Mark It Zero!” Goldman’s Top 10 Options Trades To Capitalize On Low Vol
“Smokey, this is not the pre-crisis world, there are rules, mark it zero.”
SocGen: Algos Gone Wild, HFTs Causing “Extreme Volatility” In Metals Market
“The jury is out as to whether these players are good or bad for the market.”
Fed Statement Redline, Word Cloud
Take it to your local palm reader.
Chart Of The Day: “Assume The Position(ing)”
We’ve written quite a bit over the past several months about the importance of watching
The Cost Of Trump’s 15% Business Tax Rate: $2 Trillion Or, 28.5 Border Walls
“The upshot is that the 15% business tax rate in the White House proposal could cost almost $2 trillion over 10 years, with about half of the cost arising from plausible income shifting.”
From Rent, To Beer, To Cigs, To iPhones: Here’s How Much Shit Costs Globally
Well, this is funny. There’s no shortage of discussion amongst the financial punditry about real
Guest Post: Axe Would Hate Risk Parity
“And then ask yourself, what have Central Banks being doing since the Great Financial Crisis? Buying bonds (they are also buying some equities, but the vast majority of the purchases have been fixed income). What does that do to volatility? It crushes it. And what does lower fixed income volatility mean for risk parity? They buy more.”
Steve Bannon’s “Secret” White Board Revealed By “Rabbi Breitbart” On Twitter
“Build the border wall and eventually make Mexico”….
Trader: No One Knows “What The Hell Is Going On”
“Investors are suffering from the increasing amount of insider trading going on. Not the kind generated from golf course confidences or sifting through corporate dust bins, but from markets that just aren’t capable of trending. Because fewer and fewer market participants are comfortable answering the question, “What’s going on?â€
The Going Rate For Being “A Bloody” Bitch Is Now €100 Billion
Yeah, so it turns out that exiting the European Union is probably going to be
“Bears Beware”
“Bears, not just bond bears, beware. There remains an exorbitant amount of liquidity in the system chasing financial assets.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Red Pills”
As regular readers know, we like to take a few minutes each day to “bully the
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