Key Calls (Tuesday): Upgrades, Downgrades & Initiations
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Trump Under Fire After Saying Former Presidents Didn’t Call Families Of Dead Soldiers
“…the traditional way — if you look at President Obama and other Presidents, most of them didn’t make calls, a lot of them didn’t make calls.”
Where To Be Long As Low Vol. Persists, According To Goldman
Were you wondering where you need to be long as the low vol. regime drags into its 482nd year? I’ll answer that for you: no, you weren’t. Wondering that is. Because…
This Is The Playground For Markets: Everything That Can Happen, Has To Happen Here
“For anything to happen, 5Y5Y sector has to move higher. This is the catalyst for everything.”
The Situation Remains Fluid.
If you were looking for clarity on anything, today was most assuredly not your day.
Trump Set To Interview Yellen For Reappointment: Politico
“Just when I thought I was out, they pull me back in!”Â
North Korea Not Interested In Diplomacy Until It Can Hit U.S. East Coast With Missile: CNN
Pyongyang is sticking to their “commitment to developing a long-range intercontinental ballistic missile capable of reaching all the way to the East coast of the mainland US.”
‘I’m Not Gonna Blame Myself’: Trump Launches Into Bizarre, Rambling Defense Of Policy Failures
“We’re not getting the job done. And I’m not going to blame myself. I’ll be honest.”
‘That’s Absolutely Crazy’: There’s A Bubble In ‘Buy The Dip’ Stories
“Two rockets flew over the land mass of Japan and nothing happened.”
One Trader Thinks Everyone Has Found Religion – Here’s Why
“This is really just one manifestation of the more earthly, you can’t fight city hall. A twist in a post-vigilante world, which can’t bear not to believe that the authorities will deliver what our financial market investing thesis requires, while at the same time being utterly incompetent.”
‘They Want To Secure Oil Supplies’: China Offers To Buy 5% Of Saudi Aramco
“They are willing to take the whole 5 percent, or even more, alone.â€
Trump Calls ‘Chuck’ A Hypocrite, Begs Hillary To Run For President, Says Stocks Are Up
Well, the President got off to a slow start on Twitter this morning. Fortunately, he redeemed himself about a half hour later.
Trump Spent $1.1 Million In Campaign Money On Lawyers And #MAGA Hats In 3 Months
“Do you see how bad this is? It is the worst kind of exploitation.”
You Ignore Geopolitical Firestorms At Your Own Peril: Chief Economist
This kind of complacency is in the face of multiple flashpoints and powder kegs is “unwelcome.”
One Strategist Asks: ‘Dude, Where’s The Contagion?’
“Successful trading depends on a delicate balancing act between confidence and fear. If you stray off the path, it’s best to take a few minutes to get your bearings before rushing headlong again.”
Defiant Catalonia Delivers ‘Invalid’ Response To Spain, Escalating Tensions
It seems like Article 155 is next. As of now, it’s not entirely clear what all that would entail, but the bottom line is that this just moved one step further in the direction of becoming an actual crisis with spillover potential.
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
‘Good Luck Out There’: Full Week Ahead Preview
Oh, boy. Try to wrap your head around all of this.
Trump: Losing To The Liberal Media And Turning The GOP Into A Personality Cult
“No. He tweeted about Mika Brzezinski’s plastic surgery, but not about that.”
‘What Is She, 60 Pounds?’: Trump Explains How He’ll Appoint 4 SCOTUS Justices
“Her health,” Trump explained. “No good. Diabetes.”
Relax: Rex Tillerson Is Going To Wait Until ‘The First Bomb Drops’ To Nuke North Korea
Another day, another ultimately futile effort from Trump officials to walk back angry presidential tweets.Â
Yellen Says Asset Prices Are ‘High’, Draghi Says ‘People’ Still Aware That Stocks Sometimes Fall
Let Mario Draghi just be “clear”: he is not convinced that you are convinced that
Sunday Satire: Larry Flynt’s $10 Million Reward For Trump Information Is Claimed
“That was a lot easier than I thought it would be, to be honest.”
Trump Furious At New Article By NYT’s Peter Baker: Here’s The Real Reason Why
Why target a relatively tame piece that, for the most part, just states facts?
Who’s Ready For The Super-Tremendous ‘Melt-Up’ And The Phenomenal ‘Blowoff’?
“Traders are positioning to chase equities into year-end for a possible rally that the popular press has termed as a ‘melt-up’ or ‘blowoff’ scenario [as] the equity market rally from the 2009 bottom has been the second longest, right after the one preceding the Dot-com crash.”
John Podesta Tears Into Trump On Taxes, Calls Mnuchin A Liar
“At some point, the lies will fall apart and the bill will come due. And Republicans have made clear again and again this year who would pay the price.”
Here’s The Shocking Truth About Trump’s Obamacare Subsidies Decision
“The premiums are going to go up, the premium subsidies go up. They’re just paying out of their left pocket instead of their right pocket,†David Windley, managing director at the bank says, adding that Trump is just “cutting off [his] nose to spite [his] face.â€
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