Weekend Satire: Mueller Calls Trump
“He said I was the most innocent person he’d ever come across, and maybe in history.â€
Gundlach Has Total Meltdown, Says Rivals Have Bribed Reporters, Calls Himself ‘Seinfeld’
It’s not paranoia if they’re really out to get you, right Jeff?
This Chart Suggests Folks Are Calling Bullsh*t On The Dollar Rally
Some folks ain’t buyin’ it.
Epic VIX Short Hits New Record, But Is There Trouble Ahead?
“Ok, well it’s time for another edition of ‘interpret that record short VIX positioning.'”
Bloomberg: Mr. Trump, Your Immigration Proposal Is A Dead End
And meanwhile, at Mar-a-Lago…
ANTIFA Vs. ‘Free Speech’ers: Who Are The Real ‘Nazis’ Here?
Methinks maybe the cartoon has the roles reversed…
Newsflash! Black People Aren’t Keeping Whites Out Of College, Rich People Are
“What is essential to understand is that it’s not a vast crowd of black or brown people keeping white Americans out of the colleges of their choice, especially not the working-class white Americans among whom Trump finds his base of support.”
This Was The Worst Week Of 2017 For ‘Bad Breadth’
“When investors pile into the same securities that gain faster than everyone else in an environment of low market breadth, they are going to get spooked.”
Trumpism 3.0â„¢, James Woods, And Someone’s Granddad: A Twitter Odyssey
“The losers are welcome.”
Uh-Oh: Mueller Asks White House To Hand Over Documents In Notable Escalation
For the first time, Mueller and his team have formally asked the White House to produce documents.
Bitcoin-Buying ‘Shoeshine Boys’ & Retail Stock Investors Should Take Note Of This Move…
“If shoeshine boys aren’t giving stock tips these days, it’s because they’re too busy trading the Bitcoin fork.”
Presenting: Jobs And ‘Hope’ Versus The World
“Of course all other data – including housing and real estate, the industrial sector, the personal/household sector and retail & wholesale – generally speaking continue to disappoint.”
Spot The Problem With These Forecasts
There’s just one, tiny problem…
Jobs, Records, & Russians: The Week In Charts
That’s a wrap.
Wall Street Journal: There Is No Saving This President From Himself
“No WH Chaos!â€
Just How Concerned Is America About Trump And Russia? It Depends
“In an earlier post, I explained how polling data on the Russia investigation underscores the degree to which partisanship taints Americans’ assessment of security politics.”
Goldman: ‘2 Years Is Too Early’
“It is hard not to worry that things are a little ‘too good’. But market timing is tricky.”
The Only 2 Jobs Charts You Need (‘God’ Is Laughing)
“The greatest jobs President that God ever created.”
Trump Explains Jobs Beat: ‘Me’
“…and I have only just begun.”
Dollar Jumps, Yields Rise, Gold Trounced On Jobs Beat
Some folks are trading…
Jobs Report Beats
U.S. July Nonfarm Payrolls Rose 209k; Unemp. Rate at 4.3%
Avg. hourly earnings 0.3% m/m, est. 0.3%, prior 0.2%; Y/y 2.5%, prior 2.5% est. 2.4%
Trader: Here Is The Only Way This Can End Well
“So how then might the story line read? That all this nonsense that globally rising rates and widespread balance sheet reduction just can’t be a calm experience. Investors simply own too much toxic “financial products†to make that likely.”
‘I’ll Take It’: Dan Loeb Got It Wrong, But It Didn’t Matter And Here’s Why…
“I guess it’s a case of better lucky than right.”
Grizzly Attack! Albert Edwards Says ‘January 2008 Is Here Again’
“This was last seen in 2007, just before the bursting debt bubble blew the global economy and financial system to smithereens.”
An Open Letter To Mike Pence: ‘If I Were A Betting Man, You’re Going To Be President’
“A betting man might place odds that, sometime in the next three and a half years, and maybe a lot sooner than that, you will become president of the United States.”
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