Volatility, A “Tipping Point,” And The Disappearing “QE-Put”
“Why are vols and spreads staying relatively low, despite the rise in policy uncertainty and populism?”
Video: Lawmaker Markwayne Mullin Is Sick Of Taxpayers’ “Bullshit”
“You say you pay for me to do this? That’s bullcrap.”
Oh “Lord”: Idiot Tells African American Woman That Trump Is “The MLK Of Healthcare”
I…I…I want to say something here that I know will drive someone crazy…
Am I Wrong About ETFs Being “Financial WMDs”? Goldman Says “Probably”
“If investors in these vehicles seek to withdraw at the first sign of trouble, then this demandable equity will have the same fire-sale-generating properties as short-term debt.â€
Meanwhile, In Syria: Assad “100% Sure” He Was Set Up, US Accidentally Kills 18 “Friendlies”
So last week, following reports that someone had dropped what social media claimed was “white
Trump: “China Must Properly Deal With North Korea, Or I Will!” Oh, And “USA!”
I’m not really sure why I’m writing this, because it just serves to perpetuate the
“Coiled Springs,” Trump The Rates Strategist, And “The Elephant In The Room”
“One question we’ve pondered is whether the best post-election trade is in bond-land or FX”…
Bill Gross Has Some “Brainteasers” For You And Eventually He’ll Say Something About Markets
“Equity markets are priced for too much hope, high yield bond markets for too much growth, and all asset prices elevated to artificial levels that only a model driven, historically biased investor would believe could lead to returns resembling the past six years, or the decades predating Lehman.”
“Nemesis Awaits”: Albert Edwards Warns Of Central Bank Hubris
” Now we have central bankers patting themselves on the back for having done a jolly good job. That surely is the most worrying, hubristic signal of all.”
Two “Bigly”s: Trump WSJ Comments Battle Kim’s New Road For Overnight Supremacy
Well needless to say, Donald Trump’s comments in the Wall Street Journal (which hit at
Is This Over Yet? “If Ever I Needed A Long Weekend, It’s Right Now”
“The hardest challenge of the day may well be not clock- watching. But while you may have been stopped out more than once this week at least you won’t have tenuous positions when they release big numbers tomorrow with the market shut.”
Key Calls (Thursday): Upgrades, Downgrades, & Initiations
Are your stocks on the list?
I Really – Really – Don’t Think This Is A Good Idea: ETF Edition
Regular readers know I have very serious reservations about the rampant proliferation of ETFs. In
Pardon My French: “Words Speak Louder Than Actions”
Do you speak French?
Is “Vive La France” The Rallying Cry That Gets Oil To $70? One Bank Thinks So
“Should a synchronous recovery take hold, we believe dollar weakness would be bullish for USD oil prices. While micro supply/demand fundamental oil balances still point to higher oil this summer, oil could soon sing “Vive la Franceâ€. We retain our $70/bbl end-of-June target for Brent.”
Tape Bomb! Trump Prefers “Low Interest Rates,” Says “Dollar Too Strong”
TRUMP TELLS WSJ UNDECIDED ON RE-NOMINATING YELLEN: CNBC
Video: Trump Recounts How He Bombed “Iraq” While Eating “Beautiful” Cake With Xi
Now to be sure, Xi was probably going to be shocked anyway to learn that Trump had just made a mid-chocolate-cake-bite decision to bomb another country, but I’d imagine the real surprise came when…
Here Are Goldman’s “25 Tactical Trades” For Earnings Season
Ok, so who’s excited about earnings season? If you raised your hand, then Goldman has
Dollar Jumps As Tillerson Emerges Alive After Putin Meeting
The dollar (and yields) are spiking as Rex Tillerson and Sergei Lavrov attempt to explain
“It’s Brilliant. It’s Genius” Fox And Trump Marvel At 50-Year-Old Technology
“Unmanned? Brilliant.”
“These Strategies Just Aren’t Working Anymore” – A Simple Explanation For Underperformance
“Much like their equity counterparts, macro traders are struggling because some of their favored strategies just aren’t working any more.”
Trump Further Alienates Bannon In Hilarious NYP Interview: “I Like Steve But” Mehh….
“When I asked the president Tuesday afternoon if he still has confidence in Bannon, who took over the campaign in mid-August, I did not get a definitive yes.”
FBI Secretly Monitored Trump Adviser, And One “#MAGA Eating” Breitbart Employee Is Fired Up
“Ok folks, it’s time to play America’s favorite game in which you read a few excerpts from a piece of news and apply one of the following two labels”…
You Will Have To Pry Goldman’s Bullish Commodities Thesis From Their Cold, Dead Hands
“Will the survey macroeconomic data turn into strong hard macroeconomic data; will the Chinese credit data turn into real physical demand for metals; and will the OPEC production cuts turn into solid US oil inventory draws? “
“All’s Well That Doesn’t End In A Giant Mushroom Cloud”
Well, you know what they say, “all’s well that doesn’t end in a giant mushroom
Goldman: The Gas Wars Are Coming And “Russia’s Grip On Europe” Is Slipping
“We believe that we are likely to see a similar response from low-cost producers to that seen in the oil market to the rise of shale production. OPEC, which has been limiting its production for a long period of time, decided to take on the shale producers in 2014, ramping up its output in a bid to force shale producers to reduce their investment and output. This eventually occurred in 2016.”
You must be logged in to post a comment.