Your Quick Guide To A Big Week
As you’re aware, this is a big week. The Fed takes center stage, but the
“Spillover”
If you were following along last week (well, I guess technically it’s still “this” week,
“Clearly, Markets Would Be Scared”: Don’t Forget About Wednesday’s “Other” Big Event
“It would be a major political shock because then Marine le Pen’s claim
that nationalism could conquer the Continent would be right,” Holger Sandte, chief European analyst at the financial group Nordea, said in a podcast. “Clearly markets would be scared.”
Chart Check: “Who’s Right?”
This one is kind of esoteric, but someone will get it.
“He Talks To Jared All The Time”: Is Jared Kushner Trump’s De Facto Secretary Of State?
Rex is supposed to be the Secretary of State, but if you were going by things he’s said and public appearances, you’d be forgiven for thinking he was dead. Put differently, Rex is very much unlike Frederick Douglass, who, according to the President, “has done a great job and is getting noticed more and more.”
A One-Way Bet: “People Are Waist Deep For The First Time”
“People went toe in the water, knee in the water and now many are probably above the waist for the first time.”
Sunday Humor: “Average Joe”
The “people’s President.”
“This Will Be Like 1994”: Credit Investors Are Getting Worried About The Fed
Last week, investors began to question the extent to which exceptionally loose financial conditions and
Crude Carnage Has Saudi, Gulf Shares Seeing Red On Sunday
“Do you see what happens, Larry?!” “Do you see what happens Larry when you let
Bernanke Was Right
“And higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending. Increased spending will lead to higher incomes and profits that, in a virtuous circle, will further support economic expansion.”
Inside Steve Bannon’s Quest For World Domination
“The European Union project has failed,†Farage declared. “It is doomed, I’m pleased to say.†“It’s a great accomplishment,†Bannon said. “Congratulations.â€
Saturday (Tragic) Humor: Preet Bharara Edition
“You’re fired!”
Happy Birthday Bull Market! (Just Don’t Forget To Read The Fine Print)
If you’re like so many ‘Sharons’, you’re still long or worse, you just recently got long along with all the other retail investors who together have dumped something on the order of $124 billion into ETFs YTD. For you, how we got here matters. That is, you need to make sure you know what you just bought into. You need to read the fine print.
Behold! The Trump/Bannon Propaganda Machine In Action
You cannot make this sh*t up. So on Friday, following an NFP print that was
Percentage Of Junk Investors Raising Cash Explodes, Number Reporting Below Average Cash Position Halves
Whatever you do, don’t you try and say we didn’t warn you. Time after time,
“There’s No Diversification”: When This Ship Sinks, We’re All Going Down With It
” However, the correlation with S&P 500 varies substantially among different HF strategies. Short Bias is the only strategy that offers negative correlation or most diversification effects.”
“What Are Your Biggest Concerns?” Bank Of America’s Clients Respond
Those who frequent these hallowed pages are well aware that when it comes to event
Presenting All Of Trump’s Putin Connections In 7 Easy Charts
Ok, so obviously Donald Trump colluded with the Russians at some point during his candidacy.
Junk Warning: “You Are Here”
They do ring bells at the top…
Goldman: Things Have Changed, The “Hurdle” For More Fed Hikes Is Now Lower
“Over the last two years the FOMC appeared to take an asymmetric approach to policy, with a greater willingness to slow the pace of rate increases than to the speed them up. Now that the economy looks much closer to the Fed’s objectives, the FOMC may approach policy decisions more symmetrically.”
Why Can’t Americans Talk About Politics Without “Punching Each Other In The Face?”
Discussing politics is generally considered to be a social faux pas. I was sitting in the barber
What’s Wrong With This Picture?
What could go wrong?
Oil’s “Moment Of Truth” Cometh
I guess when you’re all-in on a thesis – like many people are on the
Friday Humor: “It Was Fake Then, But It’s Real Now”
Ummmm…. seriously?
As Oil Plunges, Oil CEOs Say “Message Is Clear”: “Worst Is Behind Us, Time For Growth”
“We have reviewed over 1,000 pages of 4Q transcripts from global energy companies (sourced from Bloomberg). The clear message from CEOs: The worst is behind us, and now is the time to think about growth.”
Turns Out, “FRAC” IPO Was A Bad Idea. Who Knew?
“I mean, come on folks. Are people really this gullible?”…
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