ECB Tries To Wake Up ‘Exceedingly’ Sleepy Robots With Reuters Leak – Fails
“The important thing is not to pre-commit and keep it very gradual.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
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Trump: We Need See-Through Border Wall So ‘Cray’ Mexicans Don’t Hit Agents With ’60-Pound Sacks Of Drugs’
“As horrible as it sounds, when they throw the large sacks of drugs over, and if you have people on the other side of the wall, you don’t see them — they hit you on the head with 60 pounds of stuff? It’s over. As cray as that sounds”…
‘That’s When You Hang Up And Call The FBI’: Asha Rangappa On Trump Jr.
“The deeper question is whether members of Trump’s administration can uphold the trust that has been placed in them as stewards of the government they have been chosen to lead.”
If Buffett Were Trading Macro, He Would Have Been Fired, ‘Swashbuckler’ Says
“What if Warren Buffett’s Berkshire Hathaway had a 12% annual stop loss, after which it would quit trading until the new calendar year?It turns out that Buffett would have been stopped out in 18 of the 30 years.”
Dow Closes At Record High – So Does Central Banker Confusion
So yeah, another day, another largely fruitless effort to figure out what exactly the message
A ‘High Quality’ Interview With Donald Trump Jr. Courtesy Of The New Yorker
What about @realdonaldtrump?
Again, no. That is my dad’s online persona, which is a more attentive father than his real-life persona.
That’s Not Low Volatility, THIS Is Low Volatility…
We both agreed that while suppressed equity vol. grabs all the headlines, it is in fact credit’s Teflon performance that wins the John Gotti prize for “most bulletproof asset class.”Â
You’re Just Going To Let U.S. Oil Producers Drink Themselves To Death Aren’t You?
“We believe this may not send a requisite message to rein in drilling activity for all producers. On the flip side, it sends a theoretical message for producers to issue more debt.”
Are You ‘Willfully Blind?’ Get Off The Trump Train Before It Crashes
“It is obvious to all except the willfully blind that we now have a president who observes none of the norms, rules or expectations of his office and will pressure anyone at any time if doing so serves his personal interests.”
Did Mario Draghi And The Wall Street Journal Just Engineer A Bond Selloff?
These fuckers are quite literally trying to engineer a Thursday bond sell off before our very eyes and the idea seems to be that they can do it without risking any concurrent weakness in equities because no one will want to sell with Yellen still talking.
Trader: ‘Conspiracy Theories’ Only Work If Everyone Sticks To The Script
“But they seem to cling to the notion that they must do so without any knock-on effects to the broader category of assets. They do so love the calming sounds from the trickle-down effect.”
Because Nothing Says ‘Bullish’ Like Nuclear War…
Nothing says “buy, buy, buy” like a nuclear war, which is why it makes sense
‘The End Result Are These Violent Whipsaws’: Don’t Think Too Hard
“This Fed transparency has become more of a liability than an asset. Instead of providing policy clarity, it creates confusion as various factions of the Federal Reserve board debate their positions in a public forum.’
‘Red Handed’: Trump Jr. Makes The Cover Of TIME
A real TIME cover…
Krona Surges! I Found Some Inflation In Sweden
Earlier this month, the Riksbank removed the easing bias from their outlook.
They had too. Do you remember why?Â
‘Every Month It’s Something New’: More Bad News For Oil As IEA Report Flags Supply Woes
“Each month something seems to come along to raise doubts about the pace of the rebalancing process.”
‘He’s An Importer/Exporter, Ok?’: China, Art Vandelay, And A Juggling Act
China, like Art Vandelay, is an importer/exporter, “ok?”. And generally speaking, you want to keep
Key Calls (Thursday): Upgrades, Downgrades & Initiations
You need an upgrade.
Meanwhile, In China: 1.78 Trillion (Yuan) In New Credit
Lost in the fog of Poloz’s moment in the sun and Yellen’s offsetting dovish lean
AdvisorShares ‘Hopes’ They Didn’t Call The Top With ‘FANG’ ETF, But If They Did, You Can Always Short It
“Because we launched it as an ETF, you get all the benefits of the ETF by its exposure, but because it’s diversified in the ETF, it’s a great way to hedge. Obviously, you’d need to short the ETF to do that, but it’s an option.”
‘What’s Going On?’ US Intelligence Overheard Russians Discussing Trump Associates, WSJ Says
“U.S. intelligence agencies starting in the spring of 2015 detected conversations in which Russian government officials discussed associates of Donald Trump, several months before he declared his candidacy for president.”
At Long Last, The Smoking Gun – Just No Bullet (Yet)
“The unraveling mystery of whether Donald Trump’s presidential campaign colluded with Russia just produced a smoking gun: those emails from Donald Trump Jr. welcoming an offer from Moscow to supply dirt on Hillary Clinton.”
Stocks Surge On ‘Good Cop’ Yellen; Trader Makes ‘Unprecedented’ $10 Million Bond Bet
Well, the message from Yellen was heard loud and clear and amusingly, so was the
Goldman’s ’25 Ideas For Earnings Season’ & Why Index Moves No Longer Matter
Listen, if you haven’t been able to capitalize on a universe of compelling event-driven opportunities in US equities, then that’s your problem.
It’s certainly not the fault of Goldman’s John Marshall and Katherine Fogertey.
‘Sold To You!’, Loonie Bulls
“The Loonie is streaking higher like a Canuck on a breakaway, and suddenly, all the Canadian Dollar bears are strangely silent.”
One Trader’s Advice To Yellen: Get Your Motherfuckin’ ‘Roll’ On…
“I’d settle for here’s what were going to do because it’s the right thing to do. And we’ll deal with what comes if necessary, that’s how we roll.”
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