“Oil Is The Fed’s Canary”: Is The Fed “Sleepwalking Into A Policy Mistake”?
“…never have forward expectations been so dovish (Chart 4), inflation break-evens been so beaten down, and data surprises been so negative ahead of a Fed hike in this cycle.”
Congratulations! Trump Logs Worst First Quarter Approval Rating In Recorded History
And by a country fucking mile.
It’s Official: Rep. Mike Quigley Introduces The “Covfefe Act”
“President Trump’s tweets frequently make national news and are a topic of everyday conversation, including deciphering the meaning behind his tweet using the previously unheard of term, “covfefe.â€
It’s A Series Of Rolling Mini-Bubbles!
“As sure as an empty cocktail glass in Lindsay Lohan’s hand is followed by a full one, there will be another mini-bubble in next “great†hedge fund idea…”
“Tech Tantrums” And “FAAMG FUBAR”: More Striking Visuals
Monday is a day when you are going to be seeing a whole lot of charts about tech. Indeed, all anyone is talking about this morning is the tech rout gone global and whether Friday’s FAAMG FUBAR was an isolated event or a sign of things to come.Â
The “Most Obvious Reason” To Short Vol. Is Revealed…
“They’ve made a lot of money”…
One Trader Thinks You’re Silly, Says You’re “A Wannabe Method Actor”
“Trading these markets is turning us all into wannabe method actors. We’re all desperately hoping someone will tell us what is our motivation.”
SocGen Warns On Tech, Momentum: “When It’s Time To Hit The Door, You Better Move Fast”
“The sell-offs themselves are not particularly unusual, but the uniformity of the prices moves all on the same day indicates a market driven by price chasing momentum, with investors heading for the door all at the same time.”
What A “Buzz Kill”: Tech Selloff Goes Global
“There’s a chance U.S. internet technology stocks that have propelled a global stock rally will now serve as a buzz kill.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Full Week Ahead Preview: Fed In Focus
Hopefully, the weekend gave you a chance to catch your breath after “Super Thursday.”
Chances Trump Cuts Taxes In 2017 Plunge By 50% In 3 Months, Betting Odds Show
He was “tired of winning” anyway…
FBIÂ Counter-intelligence Agent Reveals The “Most Explosive Aspect” Of Comey Testimony
” In the nine times Trump met with or called Comey, it was always to discuss how the investigation into Russia’s election interference was affecting him personally, rather than the security of the country. He apparently cared little about understanding either the magnitude of the Russian intelligence threat, or how the FBI might be able to prevent another attack in future elections.”
“Send Your Savings To Me Now”: Qatar Hit With Dollar, Food Shortage Amid Bank Squeeze
“I spoke with my wife this morning. She said, ‘Send your savings to me now.’ I am not panicked but my family are scared,” said John Vincent, an air-conditioning repairman from the Philippines.
SocGen Warns: “If It Walks And Talks Like A Bubble, It Probably Is”
“The bursting of a debt bubble in China would have far-reaching negative implications for emerging markets either via the risk sentiment channel or through commodity prices, global growth, and the global supply chain.”
Yeah, So The Fed Is Going To Hike Into A Deflationary Backdrop
“But the inflation data has to be concerning, especially as long term inflation expectations have now completely retraced their post-election increase.”
Trump: Comey A “Coward,” Working People Should Be Happy About Soaring Nasdaq
“Cowardly” Comey and look at that Nasdaq!
“Waiting Time” Sucks: What Is A Vol Seller, Really?
“Dissensus has emerged as a new paradigm – an absolute inability to form consensus across variety of contexts, accompanied with an onset of a breakdown of conventional frames of reference. So, what does one do when no decision can be made? Well, one waits.”
The Best Twitter Responses To Sarah Huckabee Sanders’ “Covfefe” Moment
“Anchor, traffic light. Traffic light, traffic light. Traffic light, anchor. Maps and castles, planes and boats. And almost dead center in the middle of the message: an ancient and pale stone face of Easter Island.”
Yeah, It’s Expensive, But These “Dead-End Policies” Will Make It Even More Expensive
“So what are we thinking here?”…
Kellyanne Conway Outed On Twitter Leaking To WaPo, Mocking Trump, Priebus
“Honestly, what the fuck”…
Goldman Presents: “FOMC Alpha” Or, How To Trade The Fed
“What is perhaps less well known is that a sizable portion of average yearly asset returns is generated on these days.”
Must Read: “The Physics Of Donald Trump”
“Everyone who enters his event horizon begins to not make sense. There is something terminal about coming too close to Trump. The list of casualties who have crossed the point of no return, and became permanently trapped on the other side, is getting longer every day.”
“Goldilocks And The 3 Hikes”
“However, just like in the fairy tale, this perfect scenario is unlikely to last.”
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