Trader: Investors Know Where They’re Going, Just Not How To Get There
“Typically, traders have a pretty strong opinion of how they think things currently stand and then try to craft a narrative of where they believe asset prices may be going. In today’s environment, investors seem to have more confidence in their longer-term outlook than on what is going on now.”
This Hasn’t Happened In 82 Weeks
On Sunday evening in the tongue-in-cheek-entitled “Investors Dump Stocks For Super-Safe Junk Bonds,” we noted
Janet Yellen Tries Twitter Q&A, Twitter Says “WTF?”
Well, markets look to have made it through Janet Yellen’s “ask-a-Fed-chair” session without incident. Which is good for asset prices, but seems to have frustrated some netizens.
Vive La France! A Bad Holocaust “Joke,” A Goldman Short Reco, And A 4-Way Race
The “funny” (I mean, it’s not really “funny”, but it kinda is at the same
One Bank Explains What’s Next For Oil, Commodities, And The Risk Assets They Influence
One of the notable market developments over the past month was the spike in HY’s
Deutsche Bank Exclaims: “This Is The Most Boring Year Ever!!!”
Credit. Is. Passed. The. F*ck. Out.
Calling Off The Dogs? Bannon Mouthpiece Breitbart Orders Editors To Be Nice To Jared Kushner
This is nothing if it’s not hilarious….
Relax: Syria’s Assad Didn’t Use White Phosphorous, “Just” “Incendiary Russian Cluster Bombs”
“However, Neil Gibson, an expert at Jane’s Information Group, said the firestorm looked more likely to have been caused by RBK-250 or RBK-500 incendiary cluster bombs.”
Gundlach: “This Reflation Trade Is Going Away”
We’ve been saying since January that investors were showing signs of fading the reflation narrative
“We’ve Got To Turn This Around” – 30 Trump Staffers Held Secret “Rebranding” Meeting Last Week
“One hundred days is the marker, and we’ve got essentially two-and-a-half weeks to turn everything around,†said one White House official. “This is going to be a monumental task.â€
We’re At “An Inflection Point” – Here’s How NOT To Play It
Over the weekend, we talked a bit about the “seismic battle taking place between the
Goldman Has A “Compelling” Trade Idea, So Listen Up
“For investors looking for a macro hedge, credit offers more attractive hedging opportunities. For investors adding to bullish positions, equity offers more attractive buying opportunities.”
“How Could It Be That You Didn’t Know?” McMaster Implicates Moscow In Syria Chemical Attack
“I think what we should do is ask Russia, how could it be, if you have advisers at that airfield, that you didn’t know that the Syrian air force was preparing and executing a mass murder attack with chemical weapons?â€
After Frozen Jobs Report, Goldman Says Economy Still On F*cking Fire
“We think the labor market is at full employment, with a risk of overheating over the next 1-2 years given our forecast for growth.”
#Thiswasabadidea: Amid All Kinds Of War, Janet Yellen Takes To Twitter To Calm Nervous Markets
Oh what a difference three days and one Dudley makes. See, you (and a whole
“And The Rippers Mumbled ‘Thank Your Lord'” – Home “In” The Range With An FX Trader
“Don’t you just love it when these great communicators say “some people misconstrued what I said last week?â€
Key Calls (Monday): “GOOS Worth A Gander” And Other Upgrades, Downgrades & Initiations
Are your stocks on the list?
Syria’s Assad Drops White Phosphorus On Villages: Report
Syrian Jets Bomb Idlib Town, Using White Phosphorus: Jazeera
Investors Dump Stocks For Super-Safe Junk Bonds
Just call it a “flight to (relative) safety”…
One Bank Asks The Important Question: “Is Soft The New Hard?”
There are a whole lot of things you can say about last week, but one
Here’s The Only Question We Should Be Asking About Trump And Syria
“Lost in the cacophony of unanswerable questions is the simplest one of all.”
Trump’s Syria Airstrikes Raise “Uncomfortable Questions”
“Horrific images were not the only reason military action made sense for Trump.”
Don’t Be A Subprime “Hero”: Wall Street Wants You To Know This Ain’t A Movie
“…it’s not wise to believe everything you see in a movie and hit films are not the best source for trade ideas.”
Bank Of America Answers Your Questions About The Fed’s Balance Sheet
I am continually amused at the extent which a question comes up – let’s say
Nikki Haley: “Not Any Sort Of Option” With Assad In Power
“There’s not any sort of option where a political solution is going to happen with Assad at the head of the regime.”
Deutsche Bank’s Kocic Delivers Stark Warning: Beware Populist “Buyer’s Remorse”
“The initial embrace of populism has gained traction based largely on a belief that political disruption, as a mode of change, deserves the same status that creative destruction used to have in the post industrial era with resulting political entropy becoming one of the main sources of market volatility.”
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