This Week, We Saw A “Startling Transformation”
“With many risky assets close to the ding-dong highs and central bankers becoming less supportive, it’s hard to argue that conditions are as favorable as they were a few months ago.”
Peter Pan’s Revenge: Kuroda Thinks You’re Crazy To Think BoJ Is Not Still Crazy
“The moment you doubt whether you can fly, you cease forever to be able to do it.”
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
A Very Presidential Trump Asks Why “Crooked H” Gets To “Destroy Phone W/ Hammer”
“…& they talk about obstruction?”
“Unidentified” Dong: China Will Not Take Fed Hike “Lightly”
“And the pace is getting faster and faster. “
And Credit Investors’ Biggest Worry Is…
Spoiler alert.
Darth Trader: “This Is Why I Am Shorting US Stocks”
“After many months of fighting all the naysayers predicting the next big stock market crash, I am finally succumbing to the seductive story of the dark side, and getting negative on equities.”
Chart Of The Day: Commodities Versus China
No further comment.
“It Belongs To The Robots”: Gap Between Humans’ And Bots’ Stock Exposure Soars To Record
“That money you see sloshing around in the U.S. stock market, it belongs to the robots.”
“Carry” On, Or Not So Much? Emerging Markets After The Fed
So one of the interesting things to note about the price action we’ve seen over
Sessions Satire: Neurologists Baffled By AG With Alzheimer’s
““In all the medical literature, we have never seen an example of someone capable of holding down such a high-powered job while having no memory whatsoever of people he met, things he said, places he has been, or thoughts he has had.”
A 12-Chart Visual Tour Of The June Fed Statement
Here we are, one day after the Fed and people are still trying to decide
Having Conquered FAAMG, Goldman Takes On BAT (Baidu, Alibaba, Tencent)
Last Thursday, Goldman’s prop desk decided they needed a lower entry point for the tech
Nassim Taleb Drinks “Genghis Khan’s Champagne,” Eats A Horse, Becomes Grassland Warrior
But gettin’ all tanked up on Genghis’ horse juice doesn’t, in and of itself, make you a certified “Steppe fighter”…
Trader: We’re Playing Tug-Of-War With A Starfish And There’s A “Reptilian Aura” To It
“Anyone who claims to know how this populism, saber-rattling and scandals will play out is fooling you as well as themselves.”
China Didn’t Pull The Trigger: Here’s Why
Yesterday, we suggested that the most important question wasn’t whether the Fed would put a
A Frustrated Trump Addresses Obstruction Investigation: “Nice”
So Donald Trump is being investigated for obstruction of justice. If you somehow missed that
The Day After: Yellen’s Big Mistake
So here we are, the day after a Fed hike that was supposed to (and
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Beware “The Shanghai Death Cross”
Is it about to get worse?
“Euphoria”: I’m Lovin’ It
Although “posthumous equine abuse” isn’t something we’d list under “interests” if we were say, signing up for a dating site, we don’t mind engaging in it if we think doing so might drive home a particularly important point.
WaPo: Trump Now Under Investigation For Obstruction Of Justice
Well, if Donald Trump didn’t want to fire special counsel Robert Mueller, he goddamn sure
Forget The Fed: These Are Wednesday’s Most Important Numbers
First thing Wednesday morning, before the abysmal data deluge hit in the US and before
“Alt-Right Makeover”: Making Hate Cool Again
“Among those who demonize others, I just don’t seem to fit in”…
Traders, Analysts “A Bit Surprised” Yellen Wasn’t More Dovish
“This has apparently come as a bit of a surprise to a market that had greeted this morning’s CPI report as potentially a ‘game changer.â€
In Jeff Sessions’ Office, “A Black” Is Never, Ever Called “Boy”
“‘Boy’ is a reprehensible term to use to describe a black man in the South. Because of the history of that term, I have never used the word ‘boy’ to describe a black, nor would I tolerate it in my office.”
Fed Hikes Rates: Redline And Full Highlights
FED MAINTAINS BALANCE SHEET REINVESTMENT, LAYS OUT UNWIND PLAN
FED RAISES TARGET RANGE FOR FEDERAL FUNDS RATE TO 1%-1.25%
FED SAYS IT EXPECTS TO START SHRINKING BALANCE SHEET THIS YEAR
FED SAYS IT’S `MONITORING INFLATION DEVELOPMENTS CLOSELY’
FED RAISES RATES, MAINTAINS FORECAST FOR ONE MORE HIKE IN 2017
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