Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Art Vandelay Is Calling: China Exports, Imports Miss Badly
See China, like Art Vandelay, is an importer/exporter, “ok?â€
V.P. Satire: Mike Pence Is Going To Be Really Pissed If He Isn’t President Soon
“To tell you the truth, I really thought I’d be President by now.â€
A Visual Update From The Valuation/ Vol. Twilight Zone
“You unlock this door with the key of imagination”…
Trump Says Blumenthal Should ‘Take A Nice Long ‘Nam Vacation’, Thanks ‘Nicole’ The Robot
But one person who doesn’t realize this is Donald Trump – who probably still thinks he has a friend in “Nicole.”
‘Party On Wayne.’ What Could Possibly Go Wrong?
“To be clear, the reason ‘what can possibly go wrong?’ has become such a ubiquitous phrase these days has a lot to do with the fact that this has all become one trade.”Â
‘What Economy Are They Living In?!’ WSJ Blasts Trump’s Immigration Plan
“The larger irony is that by restricting legal immigration Mr. Trump would increase the incentive for more foreigners to cross the border illegally or overstay their visas.”
Ghost Of 1987 Calls As Dow Tracks 9th Consecutive Record Close
So far, so good. But…
Kocherlakota Thinks Congress Should Protect You From People Like Him
“To be sure, this could on occasion prevent the Fed from doing the right thing when Congress is wrong — as it did in 2010. But”…
Folks Are Bullish As Hell On These Currencies
Maybe you noticed.
Let’s All Agree To Decriminalize Hard Drugs, Ok?
“Yet, rolling back prohibitions on harder drugs is likely to bring greater benefits than those produced by the relaxation of marijuana prohibitions precisely because the harder drugs are more dangerous.”
‘Surely’ You Care That Your Returns Will Be ‘Paltry’, Right?!
“Surely that should still be a concern?”
Caution Needed: ‘Draghi In Mirror Is Closer Than He Appears’
“…keep an eye on how Jackson Hole begins to get handicapped as it becomes more imminent. And don’t assume Friday’s CPI is guaranteed to be more of the same.”
Trump Says Blumenthal Is History’s Worst ‘Phony’ Who ‘Cries And Begs Like A Child’
Oh, and Richard Blumenthal is a “phony, Vietnam con artist” who has “lied and/or defrauded voters” more than anyone “in U.S. history” and is in the habit of “crying like a baby” and “begging for forgiveness like a child.”
‘Quantitative Failure’ Crashes The ‘Party’
“It’s important to remember that this is merely a microcosm of the larger dynamic at play across assets and across regions.”
Monday Morning Satire: Notes For The Presidential Babysitter
“This is fine, but we are trying to wean him off it..”
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
‘People Can Get Quite Complacent’: They’re Asleep In Asia Too, By The Way
“The market is not always rational.”
‘60% Of The Time, It Works Every Time’: Full Week Ahead Preview
Ok, well good news: we’ll get a break from potentially market-moving scheduled events this week.
Horsepower: Lessons From ‘An Old Guy With A Tractor’
“I can accomplish amazing things with that untiring, never flagging, hundred-fold leverage. I can also kill myself.”
‘Crash Risk’: Something Doesn’t Add Up Here
Riddle me this, Batman…
Why Can White People Smoke Weed But Black People Can’t?
Volumes have (already) been written about Jeff Sessions’ efforts to plunge America right back down
Chart Of The Day: ‘100% Confident’
So you know… “what could go wrong?”
‘Bobby Three Sticks’ Versus The Pathological Liar: ‘Hustle Bobby’
“We are in for an epic clash between two septuagenarians who both came from wealthy New York families and attended Ivy League schools but couldn’t be more different — the flamboyant flimflam man and the buttoned-down, buttoned-up boy scout.”
This Correlation Just Hit A Record High, But Goldman Says Don’t Worry About Financials
“Buybacks for the largest banks will soar by 45% this year.”
The Case For Long Volatility: Eric Peters ‘Imagines A Historic Reversal’
“Lehman was not a Black Swan. I worked there for seven years and we spent most of them imagining the firm abruptly failing.”
Here’s What The VIX Did During The Last 2 Debt Ceiling Debacles
“…financial markets seems to have given the benefit of the doubt until up to two weeks ahead of the deadline.”
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