North Korea May Detonate H-Bomb In The Pacific: Yonhap
“It could be the most powerful detonation of an H-bomb in the Pacific.”
Goldman Asks: ‘What Is Going On With Tech?’
Goldman just wants to know one thing on Thursday…
What The Heck Is Goin’ On?
“The truth of the matter is that the market doesn’t know how to interpret the Fed.”
1 Million.
“It’s not crazy”…
In 2020, It All Goes ‘Horribly Right’
“So hang in there, volatility longs. Only three more years ’til it all goes horribly right!”
One Chart Suggests S&P Just Did China Bulls A ‘Bigly’ Favor
The point: Beijing is already predisposed to intervening in markets to offset any turmoil a sovereign downgrade might catalyze and you can bet that predisposition is stronger than ever ahead of the Party Congress.
Hedge Fund Ownership Of QQQ Nearly Triples To Record High, Shorts Rise 85%
“Hedge Fund ownership is at a record high of 4.1% of AUM or $2bn. Managers increased their ownership of the ETF from 1.4% of AUM ($667mn) at the end of Q1.”
‘Listen Up!’ Albert Edwards Wants To Talk To You About Bubbles
“The Fed and BoE are once again presiding over a credit bubble, with the BoE in particular suffering a painful episode of cognitive dissonance in an effort to shift the blame elsewhere – the credit bubble is everyone’s fault but theirs.”
Bloomberg Blasts Trump: ‘Don’t Let International Cooperation Ruin A Good Insult’
“Threatening a country with annihilation won’t hearten its neighbors. And undermining the founding principles of an institution your nation did more than any other to establish won’t help it to fulfill its promise.”
Trader: ‘The World Has Changed And You Don’t Know It’
“Truth is, a lot of things are in play, and you have to start thinking about it before you’re forced to chase it.”
Comedy Hour Is Brought To You By: The BoJ
Now if you didn’t know any better, you’d be inclined to think that any dissent as it relates to the BoJ’s lunatic policies would have to be centered around an objection to the inherent recklessness of it all. But that’s if you didn’t know any better…
Goldman Answers All Of Your Questions About The September Fed Meeting
Q: Will the FOMC hike the funds rate in December?
A: Yes, probably.
S&P Cuts China Just Ahead Of Party Congress
Well, the timing leaves something to be desired.Â
Key Calls (Thursday): Upgrades, Downgrades & Initiations
You need an upgrade.
I’m Out Of Bullets, How About You?
Can I borrow your double-edged sword?
‘Axis Of Evil On Steroids’ – Trump’s U.N. Speech
“…he severely undercut the prospects for a diplomatic solution to the crisis, making war that much more likely.”
La, La, La.
Finally, in case you haven’t had enough of “connecting the dots” today, here’s another exercise for you…
Mueller Asks White House To Produce Documents On Trump’s Actions As President: NYT
In case it wasn’t clear to you that the walls are closing in on this administration, The New York Times is out reporting that Robert Mueller has now asked the White House to produce documents related to the actions Trump has taken as President.
Fed Decision: Highlights, Redline, Dots, Projections, Analysis
“Connect the dots”…
How Charlottesville Opens (Another) Door For Russia
“…throughout Europe an expanding and persistent link exists between extreme right-wing hate groups and Russia.”
‘Quite Long.’ And Quite Optimistic Too.
So enjoy reveling in our confirmation bias and don’t forget to laugh at the characterization of inverse VIX ETPs as sources of “stable” carry…
Dollar On The Move, EM Under Pressure As Fed Holds Firm On Trajectory
Dollar bears on the back foot all of the sudden…
Dollar, Yields Rise While Stocks, Gold Dip On ‘Hawkish’ Fed
The Fed still sees another hike in 2017, perhaps proving that they are in fact leaning in the direction of looking through subdued inflation in the interest of safeguarding financial stability.Â
This Hasn’t Happened Since Brexit
Sustainable? Probably not.
‘Truman Would Have Been Appalled.’
“Just as Trump has never done anything in his life that did not benefit him personally, so he cannot imagine any nation acting for the general good.”
Two Hundred And Seventeen Years.
Wouldn’t it be super-fun if someone looked at bonds and equities from 15 DM countries going back 217 years and then made an equally weighted index to find out how expensive things really are versus history?Â
‘Run, Forrest. Run.’
“… the bears could catch up into year-end.”
You must be logged in to post a comment.