What Trump Won’t Tell You About Illegal Immigrants And The Economy
One of the great things about having an intelligent, articulate, and cultured leader is that
Rise Of The “Dumb” Money In One Chart
Dear active managers…
“Steve Bannon Didn’t Get Trump This Far By Not Using The Opposition Against Itself”
Boy, oh boy, Tuesday morning’s missive from former FX trader turned Bloomberg contributor Richard Breslow
“Big League?” Why The Market Is “Less Euphoric” On Tuesday Trump Speech
Tonight’s the night – as they say. Donald Trump will deliver his highly anticipated speech
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Markets Frozen As Batsh*t Crazy Trump Speech Awaited
It’s all quiet on the Western and Eastern fronts as the market sits in suspended
This About Covers It: “It’s A Confusing, Annoying, Topsy-Turvy World”
“I understand that it’s frustrating to hate the world and have to watch equities continue higher. But frankly it’s a lesson you should have learned over the last eight years.”
P2P Lender Who Accidentally Bankrolled San Bernardino Massacre Strikes $5 Billion Deal With Jefferies, Soros
Over the past week, I’ve given readers a window into the sometimes seedy world of marketplace
So, You Say You Want To Get Long Treasurys?
So, you say you want to get long Treasurys and/or bunds to take advantage of i) political risk-induced haven flows and/or ii) short covering in the massive spec UST short?
Chart Check (Push, Meet Pull)
What’s driving global yields?
When Inequality Goes Corporate
One of the oft-cited reasons for the populist fervor that swept Donald Trump into the
Time To Put On Your Flatteners?
Ok, so this is worth noting. Recent richening in the German front end is alarming
Heisenberg Challenge: Spot The Odd One Out
I’ve talked a ton about this, but I think it’s important to continually track how different assets are or aren’t pricing in the risk associated with a prospective Marine Le Pen victory in France. Let’s try a fun game…
“Just Imagine How Messy This Could Get!”: One Trader Warns On Yen-Sanity
“The yen market is offside and being short-squeezed. This looks set to sustain even amid resilience in equities, but just imagine how messy the move could get if U.S. shares crash to converge with how other assets are trading”…
Political Ping Pong, A “Pounding,” And A Market Awaiting Trump
Well, we start in FX land on Monday morning and as has become the norm
Key Calls (Monday): Goldman Cuts Tesla To Sell Plus More Upgrades, Downgrades & Initiations
Are your stocks on the list?
I Told You So: “Handicapping Political Risk” Is The New “Central-Bank Watching”
“Perhaps it’s emblematic of the times: Central-bank watching is passé, while handicapping political risk is en vogue.”
We Don’t Need No Stinkin’ Earnings
You’d better hope…
9 Great Reasons To Doubt Trump’s “Phenomenal” Tax Reform Promise
“Phenomenal.” Just one word. That’s all Donald Trump thinks you need to know about his
It’s Circus Time! Everything You Need To Know About Tuesday’s Big Event
As you probably know, Donald Trump is going to address Congress on Tuesday and as
“We May Very Well Be Past Peak Optimism”: Here’s What Comes Next
If you really know markets, then you know that last week’s biggest story was plunging
Trump Celebrates Historic Achievement
I hope he was “tired of winning”…
Lunatic Le Pen “Cannot Possibly” Win – But Don’t Tell VSTOXX Futures
In other words, the market is trying to learn from its mistakes. We were caught off guard by the Brexit vote and Trump’s victory, so now, we’re seeing relatively large moves as traders’ collective desire to avoid the pitfalls of underestimating the probability of a tail event is manifest in the amplification of tiny blips in poll numbers.
Chart Check: Brexit Versus Le Pen
Is Le Pen “mightier” than … err… Le Brexit?
Topless Protester To Le Pen: “Bitch We Ain’t Buyin’ It”
“Fake feminist!”
Online Lender Raises $500 Million, Says Maybe Your Date Cares More About Your Debt Than Your STD
It was just one week ago in “A $1.3 Trillion Quandary” that I (re)introduced you
WTF Chart Of The Day: Subprime Auto Edition
We’ve got ourselves a subprime problem…
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