Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Trader: Don’t Worry, Be Happy – But Remember That Donald Trump Sucks
“Trump’s attacks on free trade and a lack of cohesive economic policy may be doing severe and permanent damage to brand U.S.A., and I frequently reiterate the long-term bearish dollar arguments, but a few weeks of risk aversion shouldn’t prompt panic or concern for the macro investor.”
“Equities Blinked”: One Bank Warns “We’ll See More Days Like This”
“It is not yet clear whether this warrants a tactically more defensive stance on credit. But volatility should be higher and we should see more days like this.”
Low “Bar”: Gorsuch Admits Trump’s Attacks On Judges Are Probably Bad
“Anyone is anyone”…
Full Retard: Drexel Hamilton Says Buy Snapchat For 50% Upside
Snap is a “platform for the imaginationâ€!
“This Is No Different” From 1987: Is Marko Kolanovic Right?
“When an institution allocates to a momentum strategy in the hope of cushioning itself from stock market downdraughts it is really commissioning someone to sell stocks on its behalf into a falling market.”
White House On Stocks: Then Versus Now
Then versus now…
“This Is Not A Tail Event”: A Subtle Reminder About Stock Market Mayhem
It happens more often than you think…
Investors Proper “FRAC”ed As “PUMP” Dumps
Let me tell you something you might not have known. Now is the time to
“Another Plank” Supporting The Dollar Has Been Removed
With the broad dollar sinking… …and the euro hitting six week highs (well on its
The Chinese Capital Flight Doom Loop & Why A One-Off Depreciation Could Cause A Crisis
” We take the contrary position and believe that a big devaluation might turn out instead be the final straw on the camel’s back of China’s credit bubble, leading to an even greater crisis.”
Here’s How To Return 51% Trading USDJPY
“The 50-day moving average (DMA) for USD/JPY is set to cross below the 100-DMA of the currency pair, and while I normally dismiss moving averages as a technical signal, this time is different.”
Behold! The Shale Oil “Deflationary Cycle” Flow Chart
We’ve written exhaustively about the deflationary dynamic that grips crude markets. Indeed, what you’re seeing
SocGen Joins The Party, Raises Stock Portfolio Allocation On “Equity Tailwinds”
“Although certainly not cheap, US equities maintain a backing from new US economic policy, given the agenda to boost growth (corporate tax cuts, infrastructure spending, tax rebates for offshore cash repatriation) and scale back of regulations in key sectors.”
Here Are The “4 Political Risks” Goldman Is Watching
From the beginning, the Heisenberg raison d’être (if you will) has always revolved around the extent
Trader Exclaims: “They Are Making This Up As They Go Along!”
“There’s comfort to lazing in the dark, as long as you can ignore the thought of what a sudden bright light might show is making those scratching noises.”
Euro Jumps To 6-Week High After Lunatic Loses Key Debate
We start Tuesday in Europe in the aftermath of the closely watched presidential debate at
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Where The Wild Flows Are”: Equity Funds See Largest Inflow In 13 Weeks Before Fed
There’s been no shortage of discussion this year about flows into US equities. Over the past
Deutsche Bank Clients: If Le Pen Wins French Election, European Stocks Will Plunge
There are very few ‘Very Positive’ views for any outcome.
As Treasury Yields Fall, Ask Yourself: How Long Are They Going To Let This Go On?
This seems like a good time to remind you that not everyone is buying the
What Goes Around Comes Around: Trump Golf Edition
I’ve said it before, and I’ll say it again: poor Sean Spicer. Let me just
Guess What? The Liberal “Experiment” Works
One of the most incredible things about Donald Trump’s unlikely ascension to the US Presidency
Is “Tantrum” Risk Rising Behind The Scenes?
So this is something that’s worth watching… We’ve said time and again that investors would
As Oil Pumps & Dumps, Goldman Really Wishes You Would Stop Focusing On Fundamentals
Following crude’s epic collapse two weeks ago, I noted that Goldman was quick to suggest HY
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