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Megaspeed Indeed. (Two Huangs Don’t Make A Right)

November 9, 2026November 9, 2026
  • Jensen Got Honey-Trapped

    November 8, 2026November 8, 2026
  • Rasputin Presiding

    November 8, 2026November 8, 2026
  • Inflation Week!

    November 8, 2026November 8, 2026

Markets

Weekly: Melodrama

November 7, 2026November 9, 2026
  • ‘Dem Fatale’ Crashes The AI Party

    November 6, 2026November 8, 2026
  • On Wall Street: Crash And F’in’ Burn

    November 5, 2026November 7, 2026
  • Did Democrats Just Kill ‘New 60/40’?

    November 5, 2026November 6, 2026
  • Um, Excuse Me, But Your Chips Are Bleeding

    November 5, 2026November 6, 2026

economy

Inflation Fatalism Has Set In

November 6, 2026November 8, 2026
  • Drunken Monkey Darts

    November 6, 2026November 8, 2026
  • ‘Tis The Season! For Temporary Fulfillment Jobs

    November 5, 2026November 6, 2026
  • Senseless Iran War Triggers BoE Hike, 5% Inflation Warning

    November 5, 2026November 5, 2026
  • Irrepressible

    November 4, 2026November 5, 2026

Geopolitics

Tsunami

November 4, 2026November 5, 2026

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

Duly Noted

US Jobless Claims Chase History

November 5, 2026November 7, 2026

Tech Got No Love This Earnings Season

November 3, 2026November 8, 2026

Trump To Maria Bartiromo: ‘The Fed Is Important Psychotically’, ‘A Lot Of People Take It Out’

October 20, 2017October 20, 2017

People have no — most people have no idea how important that position is.  That position is actually — more — a lot of people get rid of the Fed.”

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9 Comments on Trump To Maria Bartiromo: ‘The Fed Is Important Psychotically’, ‘A Lot Of People Take It Out’

Sarah Huckabee Sanders Started Talking About Generals And Then It All Went Wrong…

October 20, 2017October 20, 2017

“Sarah, have you even seen the speech?”

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2 Comments on Sarah Huckabee Sanders Started Talking About Generals And Then It All Went Wrong…

Goldman’s Clients Just Want To Know One Thing: ‘When Will The Rally End?’

October 20, 2017October 20, 2017

The most common question from clients is, “When will the rally end?”

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2 Comments on Goldman’s Clients Just Want To Know One Thing: ‘When Will The Rally End?’

As It Turns Out, Some Democrats Are Idiots Too: ‘John James’ Edition

October 20, 2017October 20, 2017

“That tweet didn’t age well, did it?”

Actually, yes. It did.

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6 Comments on As It Turns Out, Some Democrats Are Idiots Too: ‘John James’ Edition

Sonny Black.

October 20, 2017October 15, 2021

Fuhgeddaboudit.

Read More

oil3 Comments on Sonny Black.

Bitcoin At $6,000: Who’s Going To Be Left Holding ‘Their Own’ John McAfee?

October 20, 2017October 20, 2017

Don’t be a fool.

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4 Comments on Bitcoin At $6,000: Who’s Going To Be Left Holding ‘Their Own’ John McAfee?

81-Year-Old Seltzer Baron Goes Nuts On Shorts In Star-Spangled FIZZ Press Release

October 20, 2017

FIZZ revenues have grown 60% over the last ten years,” Caporella declared, “ALL ORGANIC GROWTH – NO ACQUISITIONS! Organic growth has now ACCELERATED! ….First quarter 2018 – BEST EVER! Second quarter growth – STEADFAST!

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Leave a Comment on 81-Year-Old Seltzer Baron Goes Nuts On Shorts In Star-Spangled FIZZ Press Release

‘These Folks Are Serious!’ Analysts Imagine A Future Where Tax Reform Is A Real Thing

October 20, 2017

It’s an all-hands-on-deck blitz(krieg) by the GOP to rally public support for a tax plan

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1 Comment on ‘These Folks Are Serious!’ Analysts Imagine A Future Where Tax Reform Is A Real Thing

John Garofalo Is An American Hero And ‘Thank God’ Fox News Had ‘The Balls’ To Tell His Story

October 20, 2017October 20, 2017

When reached for comment, Garofalo “admitted he had lied and never served in Vietnam, never received a Purple Heart and was never a SEAL.” 

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5 Comments on John Garofalo Is An American Hero And ‘Thank God’ Fox News Had ‘The Balls’ To Tell His Story

One Trader Is ‘In A Good Mood This Morning’ Even Though Something ‘Horrible’ Could Happen Over The Weekend

October 20, 2017October 20, 2017

“The answers point to a still tentative but nascent picture of markets that want to test the bullish dollar, higher yields and stop fixating on the equity correction you just know is coming.”

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2 Comments on One Trader Is ‘In A Good Mood This Morning’ Even Though Something ‘Horrible’ Could Happen Over The Weekend

If You’re An Investor, Today Is So Much Bigly-ier Than Yesterday, You Don’t Even Know

October 20, 2017October 20, 2017

See there? That’s the reflation narrative coming back! 

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1 Comment on If You’re An Investor, Today Is So Much Bigly-ier Than Yesterday, You Don’t Even Know

Nikkei Ties All-Time Record With Cartoonish 14th Consecutive Gain And Really, Why The Hell Not?

October 20, 2017

Records, like rules, were made to be broken and the Nikkei is one session away from breaking a record. 

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Leave a Comment on Nikkei Ties All-Time Record With Cartoonish 14th Consecutive Gain And Really, Why The Hell Not?

How Trump And Kelly Turned Frederica Into ‘Wacky Wilson The Empty Barrel’ Who Hates All Things Sacred

October 20, 2017October 20, 2017

“He shouldn’t be able to just say that, that is terrible.”

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1 Comment on How Trump And Kelly Turned Frederica Into ‘Wacky Wilson The Empty Barrel’ Who Hates All Things Sacred

Key Calls (Friday): Upgrades, Downgrades & Initiations

October 20, 2017October 20, 2017

You need an upgrade.

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Leave a Comment on Key Calls (Friday): Upgrades, Downgrades & Initiations

Senate Passes Budget In Big Win That Sets Stage For Next Big Failure

October 19, 2017October 19, 2017

“This is the biggest hoax cast upon the American people ever that this budget process even exists. The only thing about this that matters is in preparation for tax reform.”

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Leave a Comment on Senate Passes Budget In Big Win That Sets Stage For Next Big Failure

Dear John Kelly…

October 19, 2017October 19, 2017

Let’s be clear: Donald Trump is an affront to everything John Kelly stands for and everything his son died for.

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5 Comments on Dear John Kelly…

Trump Leaning Towards Powell For Fed Chair: Politico

October 19, 2017October 19, 2017

Just hours after Janet Yellen left the White House, Politico reported that Powell is the leading candidate.

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4 Comments on Trump Leaning Towards Powell For Fed Chair: Politico

Mild Turbulence.

October 19, 2017October 19, 2017

Fasten your seatbelts.

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1 Comment on Mild Turbulence.

John Kelly Defends Trump On Soldiers, Says Obama Didn’t Call Him, Says America Doesn’t Respect Women

October 19, 2017October 19, 2017

This was a spectacle the likes of which it is difficult to fathom.

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4 Comments on John Kelly Defends Trump On Soldiers, Says Obama Didn’t Call Him, Says America Doesn’t Respect Women

Whatever You Do, Don’t Say ‘Minsky Moment’: Zhou Xiaochuan Makes The One Mistake You Can’t Make

October 19, 2017October 19, 2017

“If we’re too optimistic when things go smoothly, tensions build up, which could lead to a sharp correction, what we call a Minsky Moment.”

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1 Comment on Whatever You Do, Don’t Say ‘Minsky Moment’: Zhou Xiaochuan Makes The One Mistake You Can’t Make

Wall Street Journal Might Want To Cc Donald Trump On Their Employee Memo About Social Media

October 19, 2017October 19, 2017

Also, we wonder if maybe WSJ thought to send this to Donald Trump. Because if anyone would benefit from “good rules of thumb” for Twitter use – rules of thumb like “if in doubt, don’t post it” – it’s the President.

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Leave a Comment on Wall Street Journal Might Want To Cc Donald Trump On Their Employee Memo About Social Media

Trader Warns (Again): The Next Crisis Won’t Be Like The Last One

October 19, 2017

“Well for me it’s no contest. Slick youtube presentations warning about Danger Ahead (that looks exactly like the Danger Behind!) are like an investor in 2007 warning about tech stocks because the 2000 DotCom crash was still ringing in their head.”

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1 Comment on Trader Warns (Again): The Next Crisis Won’t Be Like The Last One

Doom Loop Update: VIX ETP ‘Risk’ Remains High

October 19, 2017October 19, 2017

According to the latest read on this, the potential for an ETP rebalance to cause problems is still near record highs.

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2 Comments on Doom Loop Update: VIX ETP ‘Risk’ Remains High

Marc Faber Tells WSJ He Doesn’t Want To Live In A World That Won’t Accept Him For The Racist He Is

October 19, 2017October 19, 2017

“I am not God. I am not here to judge other people.” 

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7 Comments on Marc Faber Tells WSJ He Doesn’t Want To Live In A World That Won’t Accept Him For The Racist He Is

Billionaire Dem Donor Tom Steyer Demands Governors, Mayors Call For Trump’s Impeachment

October 19, 2017

“You have a duty.”

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10 Comments on Billionaire Dem Donor Tom Steyer Demands Governors, Mayors Call For Trump’s Impeachment

If Someone Doesn’t Explain Why Stocks Are Lower, You Might Just Have To Buy Gold

October 19, 2017October 19, 2017

In a testament to the fact that, contrary to what Mario Draghi said in Washington last weekend, investors do not in fact believe that stocks can go down as well as up, there’s a mad scramble on Thursday morning to explain what’s going on.

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Leave a Comment on If Someone Doesn’t Explain Why Stocks Are Lower, You Might Just Have To Buy Gold

Trump Says FBI Conspired With Russia And Dems To Create Fake Hooker Pee Tape, Begs You To Focus On Uranium

October 19, 2017October 19, 2017

(Or all)?

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9 Comments on Trump Says FBI Conspired With Russia And Dems To Create Fake Hooker Pee Tape, Begs You To Focus On Uranium

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Recent Comments

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Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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