We’re At “An Inflection Point” – Here’s How NOT To Play It
Over the weekend, we talked a bit about the “seismic battle taking place between the
Goldman Has A “Compelling” Trade Idea, So Listen Up
“For investors looking for a macro hedge, credit offers more attractive hedging opportunities. For investors adding to bullish positions, equity offers more attractive buying opportunities.”
“How Could It Be That You Didn’t Know?” McMaster Implicates Moscow In Syria Chemical Attack
“I think what we should do is ask Russia, how could it be, if you have advisers at that airfield, that you didn’t know that the Syrian air force was preparing and executing a mass murder attack with chemical weapons?â€
After Frozen Jobs Report, Goldman Says Economy Still On F*cking Fire
“We think the labor market is at full employment, with a risk of overheating over the next 1-2 years given our forecast for growth.”
#Thiswasabadidea: Amid All Kinds Of War, Janet Yellen Takes To Twitter To Calm Nervous Markets
Oh what a difference three days and one Dudley makes. See, you (and a whole
“And The Rippers Mumbled ‘Thank Your Lord'” – Home “In” The Range With An FX Trader
“Don’t you just love it when these great communicators say “some people misconstrued what I said last week?â€
Key Calls (Monday): “GOOS Worth A Gander” And Other Upgrades, Downgrades & Initiations
Are your stocks on the list?
Syria’s Assad Drops White Phosphorus On Villages: Report
Syrian Jets Bomb Idlib Town, Using White Phosphorus: Jazeera
Investors Dump Stocks For Super-Safe Junk Bonds
Just call it a “flight to (relative) safety”…
One Bank Asks The Important Question: “Is Soft The New Hard?”
There are a whole lot of things you can say about last week, but one
Here’s The Only Question We Should Be Asking About Trump And Syria
“Lost in the cacophony of unanswerable questions is the simplest one of all.”
Trump’s Syria Airstrikes Raise “Uncomfortable Questions”
“Horrific images were not the only reason military action made sense for Trump.”
Don’t Be A Subprime “Hero”: Wall Street Wants You To Know This Ain’t A Movie
“…it’s not wise to believe everything you see in a movie and hit films are not the best source for trade ideas.”
Bank Of America Answers Your Questions About The Fed’s Balance Sheet
I am continually amused at the extent which a question comes up – let’s say
Nikki Haley: “Not Any Sort Of Option” With Assad In Power
“There’s not any sort of option where a political solution is going to happen with Assad at the head of the regime.”
Deutsche Bank’s Kocic Delivers Stark Warning: Beware Populist “Buyer’s Remorse”
“The initial embrace of populism has gained traction based largely on a belief that political disruption, as a mode of change, deserves the same status that creative destruction used to have in the post industrial era with resulting political entropy becoming one of the main sources of market volatility.”
“What’s Beef?” Bannon, Kushner “Bury The Hatchet” In Mar-a-Lago
“He’s got a long fuse for that kind of thing,” said one former adviser. “I imagine he has gotten tired of this.”
This Is How Much QE Matters…
Right, so 10Y yields are all anyone wants to talk about. In fact, you’ve probably
Trump 2015: Saddam “Throws A Little Gas, Everyone Goes Crazy,” & Yada, Yada…
“Then, Saddam Hussein throws a little gas (hand gesture), then everyone goes crazy (more hand gestures)”…
“Every Day It’s Something New” – White House Scrambles To Deny “Toxic” Rumors
We can depend on you to see the proverbial writing when it’s on the proverbial wall, right? Good.
One Bank Throws In The 10Y Towel: A “Suckered,” “Reluctant,” “Half-Hearted,” “Failure”
Behold: how to turn 2 words into 363.
9 Charts: Feel Free To Ignore Them
Nobody likes to feel stupid, right? Right. That’s where humanity’s natural tendency to rationalize comes
Pentagon: US Now Looking Into Possible Russia Role In Syria Chemical Attack
“He thought he could get away with it because he knew Russia had his back. That changed last night.”
Presenting The Syria Chemical Weapons “Kill Chain”
“Based on information released by the U.N., the Organisation for the Prohibition of Chemical Weapons (OPCW), nongovernmental organizations, and the U.S. and European governments, it is possible to construct a picture of the Syrian government’s entire chain of command involved in the research, production, weaponization, planning, and delivery of chemical weapons.”
Here’s How To Play The Retail “Big Short” (Hint: It’s Not CMBX)
The rise of online competition and a steady decline in foot traffic and earnings seem to presage a veritable apocalypse for brick and mortar. And no, that’s not hyperbole. This is an existential crisis.
Republican Lawmaker: Steve Bannon Needs To Go – Now.
“I think it would be welcome news for the nation. His views are not in line with our country.”
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