The Market Has A New Safe Haven Asset – But You Missed The Rally
How much longer can this run?
Jeffrey Lord Fired By CNN For Shouting Nazi Salute On Twitter
 “Nazi salutes are indefensible.”
Here’s What The FBI Raid On Paul Manafort Means – Spoiler Alert…
“That brings us to the most important implication of the news of the Manafort raid.”
Blood On The Streets
Remember, you can always burn your stock certificates to keep warm in a nuclear winter.
Trump: I’m Going To Do Things To North Korea That They ‘Never Thought Were Possible’
“Things will happen to them like they never thought possible.”
Popular Emerging Market ETF Has Worst Day Since December Fed Hike
Looks like some folks have an “emerging” problem on their hands…
‘What Will Happen If VIX Spikes?’ Deutsche, Barclays Answer The Unanswerable
You could call it cruelly ironic: after all, it is the popularity of these products that has served to embed the feedback loop that will ultimately be the cause of their demise. They will almost invariably become victims of their own “success.”
Vol. Of Vol. Set For Highest Close Since 2015 But Here’s Why BTFD Will Win (Again)
“Vol quickly mean reverts until it doesn’t [but] the dip-buyers might win again in the end.”
Thursday Humor: ‘Hedging Right Now Is Laughable’
Risk-Reward of Adding Hedges ‘Laughable’ Given Vol Surface: MKM
‘Little Men Are Moved More By Fear And Pride’
“We got to get this under control, Linc,†he fumed. “You have to be goddamn careful!â€
Exercise Some ‘Common Sense,’ Or They’ll Be ‘Some Blood Shed’ At One Trader’s Desk
“All in on every hand and pray not to have gone broke before the broken clock has a chance to finally be right.”
‘An Eye-Watering Bubble’: Euro Junk Bond Yields Now Same As US Treasurys
“The “lust for return†is alive and kicking.”
‘It’s Hard To Price An Extinction Event’ – But Some Traders Are Trying
“They’re trying to buy dollar-call bids at any price to hedge the risks.”
Taiwan Turmoil: Billions In Government Intervention Fails To Arrest Stock Slide
We’re not out of the woods just yet.
Key Calls (Thursday): Upgrades, Downgrades & Initiations
You need an upgrade.
America, The Rogue Nuclear State
“But worse, this crisis comes at a moment when America has another dangerous rogue actor to contend with: the president of the United States. Trump is every bit as erratic as Kim is and is less schooled on these issues than his counterpart.”
This Market’s ‘Bad Breadth’ Is Getting Worse, And Worse, And …
Breadth is a particularly touchy subject these days, what with investors of all stripes shrieking about how it isn’t a sign of impending doom that the market is being propped up on the strength exhibited by a handful of names.
‘Out Loud, To People With Ears’: Incuriosity Killed The Cat
“Jared Kushner, the administration’s supposed voice of reason who is charged with ending the opioid epidemic, brokering peace between Israelis and Palestinians, and presumably proving the existence of God, actually said these words, out loud, to people with ears: ‘We’ve read enough books.'”
‘All They Did Was Win, Win, Win’ – And Then They Got Delisted.
“We really don’t know what’s going on”…
Ashes To Ashes: Surveying The Fallout 24 Hours Later
Ok, so “what hath Trump and Kim wrought” for markets 24 hours on?
Dollars For ¢34 And How Trump Used Trans Ban To Distract From Manafort Raid
You might be asking yourself, “what was Donald Trump doing on July 26 while FBI agents were busy raiding the home of his former campaign chairman?”
‘Dependency’ And A Magically Shrinking Free Float
“Amid a growing stock of assets owned by the central banks on a global scale, the free float of available assets has declined and thus volatility has subsided significantly.”
Trump’s ‘Fire And Fury’ Comments ‘Improvised’, Caught Kelly, Others Off Guard: NY Times
“The piece of paper, as it turned out, was a fact sheet on the opioid crisis he had come to talk about, and his ominous warning to Pyongyang was entirely improvised.”
2 Charts Show People Have Been ‘Buying The Nuclear War Dip’ Since 1962
So what are you waiting for?
‘I Knew It!’ Trader Sets Record For Most Sarcasm Crammed Into 7 Bullet Points
“I knew it, I knew it, I’ve been saying it, sometimes, all along.”
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