Thank You Mr. Trump: Consumers Are Confident As Hell
“The world was gloomy before I won”…
What’s Wrong With This Picture?
Here’s a hint…
Populism Partly To Blame For End Of Bond Bubble: Strategist
“There are few places to hide for bond investors in this environment”…
Daily Kickstart (Britney Spears Edition)
“Sony Music apologizes to Britney Spears and her fans for any confusion. This has been rectified”…
Turkey’s Erdogan Arrests Cafeteria Worker For Tea Insult
“Insulting the president is a crime punishable by up to four years in prison in Turkey”.
Trump Takes Credit For Stock Rally, Says He Single-Handedly Cheered The World Up
“The world was gloomy before I won…”
Saudi King Starts Charity For Syria After Helping To Destroy It
Here’s why I find it highly amusing (in a morbid kind of way) that Saudi Arabia’s King Salman has now created a charity for Syrian refugees.
Presenting The 3 “Transitions” That Will Shape Markets In 2017
Not everyone likes to talk about (let alone read about) macro. I’ll go out on
Are Dictators Better Than Chaos?
For decades Arab opinion-makers have ascribed a host of regional ills to the West…
Three Kings…
“Just don’t mention the multiples…” Via Hedgeye
Daily Kickstart (Week Ahead Preview Edition)
Happy 2017. Sh*t wait. I forgot. We’ve still got one last holiday shortened, low volume,
Why Trump’s Trade Bluster Is Just That
When we think about Donald Trump and his protectionist trade proposals, it’s important to remember
Caption Contest: Star Spangled Banner Edition
“When you’re a star they let you do it. You can do anything. Grab ’em by
Obama On Trump: “I Was Surprised Just Like Everyone Else”
Last week was a veritable lovefest between President-elect Donald Trump and Russian dictator, autocrat, Czar,
Resistance Is Futile…
This is more appropriate now than it was when it was first published. Via Hedgeye.com:
2016: The Year In Charts
Well, it’s been an interesting year. What started out as nothing short of a disaster
Saudi Stocks Jump As Market Cheers New Budget
“Not a market was stirring”… Well, except for the Mid-East bourses where Saudi stocks are markedly
Trump’s NY Campaign Co-Chair Likens Michelle Obama To “Maxie The Gorilla” (And That’s Not The Worst Of It)
Donald Trump’s New York campaign co-chair Carl Paladino knows exactly what he wants to see happen in 2017.
A “Stimulating” Pocket Guide To Central Bank Largesse
On Friday in “The Ghosts Of Central Banks Past And Future,” I outlined the history
“Entirely Fake”: Krugman Accuses Trump Of “Scamming” America’s Working Class
“Ha, ha. You all have a clown for a president. This will be interesting.” —
It’s A “Buyer’s Market” For Weapons; Here’s Who’s Selling
Earlier this month, the US decided to block the sale of precision-guided weapons to Saudi
Talking Turkey: “Don’t Worry, I’ll Just Surgically Remove The Infected Bits”
Well, I suppose you can’t really blame Turkey for wanting to crack down on terrorism
Red Light, Green Light: Should We Deregulate The Banks For Our Own Safety?
One of the more amusing things about the dynamics that fed the Eurozone sovereign debt
“The Downside Tail Has Grown”
In all my many years observing and analyzing markets, I don’t know that I’ve ever
A Little Reminder About Macro, Ca. 2010
Just to underscore why, as a macro guy, I focus so much on tail risk,
Is The “Full Employment” Meme A Myth?
I talk to a lot of folks (both pros and retail guys/gals) about markets and,
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