Demons In The Hills
“There may be all sorts of dragons and monsters up in those hills.”
Bloomberg: Yellen Sent Trump A Message – And It Was The Right One
“Nostalgia for the regulatory neglect that prevailed before the crash is wholly misplaced.”
Rice Futures Hit 22-Month High As Uncle Ben Says ‘I Told You So’
“What may be driving the market the most is if you look at the hurricane center’s track for what is left of Harvey, it puts it right in the middle of Delta rice country.”
RV Stocks Soar On Expected Harvey-Related Demand
Reminder: We’ve been long RVs since day one…
Are Rex Tillerson And Jim Mattis About To Quit On Trump?
“Our country right now, it’s got problems we don’t have in the military”…
Bezos Defies Economics, Lowers Avocado Prices On First Day As Whole Foods Overlord
And Monday is the day when Bezos relegated Whole Foods’ derogatory “Whole Paycheck” nickname to the dustbin of retail history in favor of the chain’s new nickname: “Organic Dollar General.”
One Trader Explains Why Jackson Hole Was A Whole Bunch Of Nothing
“But there was a far smarter reason why Jackson Hole reverted back to an academic exercise and post-GFC policy retrospective.”
Yuan Rides Ridiculous Hot Streak, Now Up 9 Sessions In A Row
Boy, I’ll tell you what, the yuan has got come serious momentum.Â
Republicans ‘Need To Think In Terms Of A Shadow Government’
“The damage Mr. Trump has inflicted on the Republican Party is already enormous.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
The Seventh Summer: Cognitive Instability From Hendrix To Trump
“…history reminds us that there exists a greater proximity between laughable and dreadful than calmer times would admit.”
Damned Data – Full Week Ahead Preview
Ok, so the overarching narrative for this week shouldn’t be materially different from last week
Joe Biden Is On A Quest To Save America’s ‘Soul’
“I was living history—and reliving it—at the same time. And the images racing through my mind were a vivid demonstration that when it comes to race in America, hope doesn’t travel alone. It’s shadowed by a long trail of violence and hate.”
Specs Turn Net Long Treasurys For First Time Since June
“Make of that what you will, but it certainly doesn’t look like a vote of confidence in the prospects for the Trump agenda from where we’re sitting.”
Bannon’s War: Breitbart Takes Aim, Calls Paul Ryan A ‘Leftist’ In Absurd New Post
In a piece that carries the InfoWars-ish title “Paul Ryan Throws In With The Leftists To Attack President Trump’s Pardon”, Steve Bannon’s propaganda machine writes the following…
The Risks For This Asset Class Are Asymmetrically Skewed To The Downside
Given that the weaker dollar and a slow pace of policy normalization are key pillars of support for emerging markets, and given that the same thing that’s weighing on the dollar (Donald Trump) is also behind fleeting risk-off moves, it makes sense that EM would outperform USD HY. But…
Trump Asks Twitter About NAFTA: ‘May Have To Terminate’?
As usual, he has managed to cram so much absurdity into 140 characters that it’s impossible to parse it all, but the first question that comes to mind is this: why the fuck is that posed as an interrogative? Â
‘One Man Died In His Bed’ – Welcome To Joe Arpaio’s ‘Hell’
“During the sweltering summer, the temperature could reach 115 or 120 degrees. I was in the tents when we hit 120. It was impossible to stay cool in the oppressive heat. Everyone would strip down to their underwear.”
150 Years After The Civil War, We Still Have A Problem
Needless to say, the events that transpired in Charlottesville earlier this month and the President’s
Paul Ryan Criticizes Trump’s Arpaio Pardon In Latest Sign Of Friction
“The speaker does not agree with the decision.”
Joe Arpaio Pardon Is Brought To You By Alex Jones And His Vampire Invasion
Regular readers know we quite enjoy lampooning Alex Jones and his “news” outfit InfoWars. Alex
Turkish Delight: Trading ‘The Great British Selloff’
…do note that there’s a wild card here.
‘For This Kind Of Person?’ USA Today Is Not Amused With Trump’s Arpaio Pardon
“Invoking the presidential pardon power for this man — former Maricopa County (Ariz.) sheriff Joe Arpaio — further shreds whatever semblance of moral authority the president retains, not to mention Republican hopes of making inroads among Hispanic voters.”Â
‘Good Luck To Everybody’: It’s ‘Hard To Predict’ How Debt Ceiling, Government Shutdown Will Play Out
Do you still have questions about the looming debt ceiling debate and the possibility of
Thanks, Harvey: Trans Ban, Arpaio Pardon, Gorka Resignation Hit During Hurricane
Wow. Talk about convenient timing. Thanks, Harvey.
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