‘If It Weren’t So Ignorant, One Could Mourn This Collapse Of Dignity’
“They have begun to do things they clearly don’t really want to be doing, and, to do so, they are (1) abandoning their sense of human dignity and (2) risking the appearance of cowardice.”
Mr. Woo And The Chickens: ‘It’s Not Too Late To Hedge’
“… it is reasonable to think the repricing has not run its course.”
48 Hours Later, Trump Finally Denounces White Supremacists
Ultimately though, we’ll just repeat what we said above: it’s never “too late” to denounce white supremacists, so at least give him that even if you think he’s full of shit.
Long Live The Cow! Goldman Says BTFD Is Safe Despite Crazy Ass VVIX
“But the ratio of the VVIX to VIX reached its highest level in history last week, suggesting that, although vol has remained relatively anchored (Exhibit 28), markets are already significantly pricing the more latent risk that the volatility regime shifts.”Â
JPMorgan: VIX Could Unwind Further, US Stocks Are ‘Outright Expensive’
“We continue to see the risk-reward for equities as unattractive, given that complacency seen in VIX and in HY spreads could unwind further.”
Trump Can’t Believe Merck CEO Is Mad About That Whole Nazi Thing
Just let that sink in. The CEO of a giant corporation just had to resign from a Presidential council on manufacturing because the President won’t come out and say that he doesn’t want the support of the KKK.Â
Professor Who Was Threatened With Rape For Trump Criticism Calls Bullsh*t
“Within hours, invective filled my inbox. I received emails that promised I would be lynched, shot and raped, and Princeton’s department of African-American studies, of which I am a member, was so flooded with hate that the locks on the doors had to be changed.”
If This Is ‘Risk-Off’, What Are You Going To Call A Real Correction?!
“Or at least, you may want to give some thought about what you would do when there is a proper setback – maybe call that ‘risk- offest?'”
You Will Listen While I Talk About That Data From Japan And China
Draw your own conclusions.
Babbling In The Face Of Tragedy
“Not every president does this equally well. But none have been incapable. Until Donald Trump.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
‘Playing With Fire’ – Full Week Ahead Preview
“Deterrence counts on the rationality of the opponents. The build-up of mutual threats and the shows of force in the past weeks have unsettled markets, with risk assets and high-beta currencies underperforming, and it is likely to continue.”
Larry Summers: The Fed’s Good Luck Is Likely To Run Out
“I suspect the Fed’s job will be much more difficult over the next few years. Economics, finance and politics will all throw up new challenges that will probably demand creative and unorthodox responses.”
Beeeeeep. I’m Not Sure This Is A Great Idea…
The rather glaring question is what the hell happens in the event exogenous shocks conspire to upset the apple cart?
Trump To Fire Steve Bannon Barring ‘A Miracle’: Gasparino
And oh the irony. Steve will now be the sacrificial lamb that allows Trump to avoid criticizing the very people Bannon represents.
Testing The Sacred Cow
“This time is different” is famously one of the most expensive phrases in finance, but perhaps this time really is different.”
The Arborist
“Left to its own devices your portfolio will grow wildly — not to structural ruin, but to structural inefficiency.”
Is This The Photo That Will Define The Trump Era?
“The picture is a visual expression of simply how strange America feels right now.”
Video: Charlottesville Mayor Says Trump Responsible For Deadly Nazi Rally
“Look at the campaign he ran.”
The Trump Trade Is Dead – But Long Live War
So you know, he’s got that going for him…
Ivanka Trump Thinks Maybe Murderous Nazi Rallies Are Bad After All
Listen, here’s the thing: Donald Trump is going down with the white supremacist ship and
Asleep At The Wheel: U.S. Shorts Miss Big Trouble In Little China
“But the fun may not be over yet”…
There Was A Nazi Rally In Charlottesville. Today. In America. In 2017.
Complete with torches, swastikas, KKK members, and of course, Trump supporters.
Compare And Contrast: Charlottesville Response Edition
For the umpteenth time on Saturday, we ask: “any questions, America?”
A Stunned CNN Reacts To Trump’s Bizarre Charlottesville Statement
“It’s hard to imagine a less presidential statement in a time in which the country looks to its elected leader to stand up against intolerance and hatred.”
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