Video: Putin, Zeman May Need To “Liquidate” Members Of The Press
Don’t get “liquidated.”
A Quick Look Inside China’s Tightrope Walk
If you struggle mightily when it comes to understanding exactly what the fuck is going on in China’s financial system, you’ll be forgiven because after all, it looks like this…
North Korea Fires Missile, Moon Convenes Security Council
NORTH KOREA FIRES AN UNIDENTIFIED PROJECTILE THIS MORNING: JCS
A Tremendous Impeachment
“It’s not even going to be close,†Trump said. “The ratings for Bill Clinton’s impeachment were a joke.â€
Video: Trump Says God Elected Him President
“Major help from God”…
Goldman: The Bull Market Will Continue And Here’s How To Play It
“Equity bull markets do not tend to die of old age, or even as a result of high valuations; they tend to end when fears of recession rise.”
Wait A Minute. Maybe People Aren’t As Fired Up About Emerging Markets As We Thought
“Yet at the same time as these headlines appear daily, our interactions with investors regarding EM continue to resemble pushing the boulder up a hill. Sadly, the boulder does not have wheels on it, and the hill is a mighty steep one.”
Everything You Need To Know From A Very Interesting CFTC Report
The latest CFTC data is out and this week’s release is notable for a number
“Fuck It! We’ll Do It Live!” Trump Has O’Reilly Moment, Will Do His Own Pressers
“I think it’s a good idea.”
Mary Kane Is Back: “Ignore the Subprime Naysayers,” The Loch Ness Monster Isn’t Real
“May 2nd marked the anniversary of the Loch-Ness monster legend. Science has not been able to document the creature’s existence, yet the fable perpetuates. Similarly, the media has promoted irrational nervousness about the auto lending market, with little-to-no foundation.”
Goldman Took The Pulse Of Corporate America. Here’s What They Found
” The first thing I’d say is that through March 31, as we look at our results, it’s hard for us to see anything that’s suggestive of a material uptick in consumer confidence or consumer or commercial spending.”
“EU”phoria
Just how confident is everyone about Europe now that Emmanuel Macron managed to trounce Marine Le Pen in a runoff that threatened to install a dancing Nazi in the French presidency? Well, if you’re looking at equities, the most confident in history…
Goldman Has A Simple Message For You About Retail And Metals
If there’s two places you haven’t wanted to be of late it’s retail and metals.
“This Does Not Bode Well”: One Bank Warns “The Chinese Monetary Put Is In Reverse”
“This does not bode well for commodities, and is particularly true for the China-sensitive commodities of copper and iron ore.”
“Insidious” Conditions, “Destroyers Of Animal Spirits” & Why It’s All “Nonsense”
“In a world where it’s been all right to resist, it’s the antithesis of impetus for change and a destroyer of animal spirits.”
Trump: “Best” To Cancel Briefings Because It’s “Not Possible” To Figure Out What I’m Doing
Herding cats and posing pandas…
How Long Before This Spills Over?
Specifically, it makes you think this: how long until the rest of the word wakes up to the Chinese reality, because the last two times there was “big trouble in little China,” the contagion spread quickly (and viciously).
Pay Attention! We Got China Credit Data Overnight
Ok, so it’s Friday. And before you get too excited about that, remember that all
What Are Markets Pricing In For The OPEC Meeting? Goldman Answers
On Thursday, we brought you our take on OPEC’s latest monthly report, highlighted BofAML’s latest
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Goldman: It’s Time To Replace Your Stocks
“Single stock vols have reached the lowest level on record (since 1990) – and we see stock replacement strategies as attractive to limit risk but still maintain upside exposure.”
Trump Makes Giant Poster Of Electoral College Map, Will Hang It Up In The White House
Just when you think it can’t get any funnier or any more cartoonish, it invariably does.
Chart Of The Day: The Most Important Leading Indicator Of Them All?
Don’t forget: “everything is made in China these days.”
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