7 Signs Of The (Market) Apocalypse
“While we’re not (yet!) expecting the equivalent of the fall of the Roman Republic, we are nevertheless very suspicious of the presumption that recent technical strength can continue.”
2/3 Of The World Is Pissed At Their Government
“Is the country you live in on the right track? If your answer is no, then you’re in good company. Nearly two thirds of people around the world believe their country is heading in the wrong direction.”
High Cotton: Commodity Bets Soar To Records, Hogs Still Skeptical
“Bullish bets on oil, copper and cotton futures all hit record levels in January, according to data from the Commodity Futures Trading Commission that goes back to 2006. That was the first time in nearly a decade that this cross section of materials and resources established new highs simultaneously.”
Your Ultimate Visual Guide To Angry Politics
On Saturday, I brought you “3 Dramatic Charts Show The ‘Collapse’ Of Global Political Order.”
National Lampoon: HuffPo Hilariously Mocks Trump Rallies As “Tens Of People” Turn Out
“With the help of Trump protesters, many of the crowds appeared to top dozens of people or more”…
Surprise! Trump Relied On Bannon’s Breitbart For Obama Phone Tap Story
Heisenberg is no “fan-o-Breitbart.” Indeed, I contend that the outlet formerly run by Steve Bannon is a
3 Dramatic Charts Show The “Collapse” Of Global Political Order
Over the past couple of months, I’ve written quite a bit in these pages about
Making America Great Again, One Recession At A Time
“According to research from the Peterson Institute, under a full trade war, the US economy would be pushed into a recession over the next 2 years and the unemployment rate would push above 8%.”
Typical Saturday In America: President Accuses Former President Of Tapping His Phone, Calls Arnold Schwarzenegger “Pathetic”
Well, I suppose it’s incumbent upon Heisenberg to comment on Donald Trump’s most outrageous series
Now Or Never
“Way” back on Tuesday in “No, Janet Yellen Does Not Need To Wait On Donald
Caption Contest: Hillary E-Mail Edition
“Why is this news?”…
Here Are Goldman’s Top 10 Political Questions
I’m feeling more punchy than usual this morning, so I’ll kick Saturday off by noting
A Donald Trump Spelling Bee
This is your President.
Goldman Says March Hike A “Done Deal,” Raises Odds To 95%
“As a result, we now see a hike at the March meeting as close to a done deal, and have raised our subjective probability to 95%.”
Spot The Odd One Out: Snapchat/ Subprime Auto Edition
On the heels of Snapchat’s IPO (which I contend will likely mark a dubious top for
Friday Humor: Doppelgänger
Those feisty Germans are at it again…
The Queen Bee Speaks: Full Yellen Summary
“Fed Chair Janet Yellen says an increase in fed funds rate will likely be appropriate at FOMC’s March 14-15 meeting if policy makers determine that employment, inflation continue to evolve in line with expectations.”
Wall Street Journal Thinks Maybe John Mogan Didn’t Rob That Bank After All
After all, it would pretty goddamn stupid to rob a bank and then post a picture of yourself eating the money you stole on Facebook…
One Bank Asks: “Where Have All The Doves Gone”?
One of the things you might have noticed is that the Fed is looking at a
“And You Thought The Bernanke Put Was Dead”: World’s Biggest Pension Fund Posts Largest Quarterly Return In History
Do you know what helps out a whole helluva lot when you’re massively long Japanese equities and when you need a weaker currency to boost your overseas holdings?
Ass-Covering Is So Passé: Cost Of Protection Drops To 6 Year Low
I would hope that if you frequent these pages you’ve put on your hedges. Although
“It’s The Reflation Trade, Baby!” These Are The Levels To Watch On Friday
“If two-year Treasury yields close above 1.3% but 10-year yields linger below 2.5%, then a hike is expected but it’s being perceived as a potential policy mistake. If we close above both levels, it’s the reflation trade, baby.”
“I Keep Getting Asked, ‘When Will This End?!'”
“I keep getting asked ‘When will this end?’, which is a very different question than ‘How long can this continue?’ On the one hand it implies that investors are seeing it but can’t quite believe it.”
“All Eyez On Me”: Yellen, Fischer Are Up To Bat
It kind of feels like everyone is ready to get this week on the books.
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“I’d Tax Every Benz,” “It’s A Corpse That Still Moves”: Are You Getting The Truth On Trade?
“At the same time, tariffs would weigh on US growth. If we assume that Mexico and China retaliate with equivalent tariffs, this would substantially reduce demand for US exports, depressing US GDP by around 0.7pp by 2019. In fact, tariffs would likely hit US GDP so sharply that the Federal Reserve would be prompted to reduce interest rates to cushion the blow—despite an increase in inflation.”
Compare & Contrast Or, “I Wish I Was Still The White House Easter Bunny”
I hope you feel sorry for Sean Spicer. I know I sure as hell do.
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