Caption Contest: Hillary E-Mail Edition
“Why is this news?”…
Here Are Goldman’s Top 10 Political Questions
I’m feeling more punchy than usual this morning, so I’ll kick Saturday off by noting
A Donald Trump Spelling Bee
This is your President.
Goldman Says March Hike A “Done Deal,” Raises Odds To 95%
“As a result, we now see a hike at the March meeting as close to a done deal, and have raised our subjective probability to 95%.”
Spot The Odd One Out: Snapchat/ Subprime Auto Edition
On the heels of Snapchat’s IPO (which I contend will likely mark a dubious top for
Friday Humor: Doppelgänger
Those feisty Germans are at it again…
The Queen Bee Speaks: Full Yellen Summary
“Fed Chair Janet Yellen says an increase in fed funds rate will likely be appropriate at FOMC’s March 14-15 meeting if policy makers determine that employment, inflation continue to evolve in line with expectations.”
Wall Street Journal Thinks Maybe John Mogan Didn’t Rob That Bank After All
After all, it would pretty goddamn stupid to rob a bank and then post a picture of yourself eating the money you stole on Facebook…
One Bank Asks: “Where Have All The Doves Gone”?
One of the things you might have noticed is that the Fed is looking at a
“And You Thought The Bernanke Put Was Dead”: World’s Biggest Pension Fund Posts Largest Quarterly Return In History
Do you know what helps out a whole helluva lot when you’re massively long Japanese equities and when you need a weaker currency to boost your overseas holdings?
Ass-Covering Is So Passé: Cost Of Protection Drops To 6 Year Low
I would hope that if you frequent these pages you’ve put on your hedges. Although
“It’s The Reflation Trade, Baby!” These Are The Levels To Watch On Friday
“If two-year Treasury yields close above 1.3% but 10-year yields linger below 2.5%, then a hike is expected but it’s being perceived as a potential policy mistake. If we close above both levels, it’s the reflation trade, baby.”
“I Keep Getting Asked, ‘When Will This End?!'”
“I keep getting asked ‘When will this end?’, which is a very different question than ‘How long can this continue?’ On the one hand it implies that investors are seeing it but can’t quite believe it.”
“All Eyez On Me”: Yellen, Fischer Are Up To Bat
It kind of feels like everyone is ready to get this week on the books.
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“I’d Tax Every Benz,” “It’s A Corpse That Still Moves”: Are You Getting The Truth On Trade?
“At the same time, tariffs would weigh on US growth. If we assume that Mexico and China retaliate with equivalent tariffs, this would substantially reduce demand for US exports, depressing US GDP by around 0.7pp by 2019. In fact, tariffs would likely hit US GDP so sharply that the Federal Reserve would be prompted to reduce interest rates to cushion the blow—despite an increase in inflation.”
Compare & Contrast Or, “I Wish I Was Still The White House Easter Bunny”
I hope you feel sorry for Sean Spicer. I know I sure as hell do.
‘Sharon’ Dumps $8.2 Billion Into Popular Stock ETF
I’ve seen the chart shown below floating around today and I imagine you have too,
Exploiting Stupidity: How Populists Prey On The Uneducated
Folks like Le Pen and Trump and Wilders know that the most efficient way to exploit these fears for political gain is to tap those voters who are least likely to push back – i.e. to incite a panic among the uneducated who think that because a woman is wearing a burqa she must also be wearing a suicide vest.
One Trader Gives Up: “I Just Really Don’t Care”
“But the reality is markets are moving, and fast. For now it’s momentum and technicals that you’d better deal with if you want to thrive, or even, survive”
Chart Check: See No Evil…
What political uncertainty?
Alt-Right Blogosphere’s Attempt To Besmirch Coretta Scott King Debunked As Bullsh*t
Read Politifact’s take and decide for yourself who’s full of sh*t: Elizabeth Warren or the alt-Right blogosphere…
Dear America: How Stupid Are You?
There were already very real questions about whether it was appropriate to elevate a known racist to Attorney General…
“The Data Doesn’t Even Matter”
So just a few minutes ago, I said that “basically, the message is that unless
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Get This Through Your Damn ‘Brain’ard
So basically, the message is that unless the S&P were to suddenly collapse, the Fed
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