Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
10 “Other” Things Nassim Taleb Can Teach Us
And now, right back to it. A bullshit piece was published on Tuesday over at
Trump Cancels Cinco De Mayo – Then Decides To Make Mike Pence Do It
“It’s unclear whether President Donald Trump, who marked Cinco de Mayo last year with a tweet about a taco bowl, will attend.”
Your Complete Visual Guide To The May FOMC Statement
“LaVorgna is out this afternoon with a visual tour of the May FOMC statement which we sincerely thank him for providing because just about the only conceivable way to make this meeting exciting is to draw some pictures”…
“Mark It Zero!” Goldman’s Top 10 Options Trades To Capitalize On Low Vol
“Smokey, this is not the pre-crisis world, there are rules, mark it zero.”
SocGen: Algos Gone Wild, HFTs Causing “Extreme Volatility” In Metals Market
“The jury is out as to whether these players are good or bad for the market.”
Fed Statement Redline, Word Cloud
Take it to your local palm reader.
Chart Of The Day: “Assume The Position(ing)”
We’ve written quite a bit over the past several months about the importance of watching
The Cost Of Trump’s 15% Business Tax Rate: $2 Trillion Or, 28.5 Border Walls
“The upshot is that the 15% business tax rate in the White House proposal could cost almost $2 trillion over 10 years, with about half of the cost arising from plausible income shifting.”
From Rent, To Beer, To Cigs, To iPhones: Here’s How Much Shit Costs Globally
Well, this is funny. There’s no shortage of discussion amongst the financial punditry about real
Guest Post: Axe Would Hate Risk Parity
“And then ask yourself, what have Central Banks being doing since the Great Financial Crisis? Buying bonds (they are also buying some equities, but the vast majority of the purchases have been fixed income). What does that do to volatility? It crushes it. And what does lower fixed income volatility mean for risk parity? They buy more.”
Steve Bannon’s “Secret” White Board Revealed By “Rabbi Breitbart” On Twitter
“Build the border wall and eventually make Mexico”….
Trader: No One Knows “What The Hell Is Going On”
“Investors are suffering from the increasing amount of insider trading going on. Not the kind generated from golf course confidences or sifting through corporate dust bins, but from markets that just aren’t capable of trending. Because fewer and fewer market participants are comfortable answering the question, “What’s going on?â€
The Going Rate For Being “A Bloody” Bitch Is Now €100 Billion
Yeah, so it turns out that exiting the European Union is probably going to be
“Bears Beware”
“Bears, not just bond bears, beware. There remains an exorbitant amount of liquidity in the system chasing financial assets.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Red Pills”
As regular readers know, we like to take a few minutes each day to “bully the
“It’s None Of The Above”: One Trader Answers The Big Question
“You have to get your head around the fact that bond buying isn’t at all necessarily a sign of concern but an indication of an inclination to ramp up other risk taking investments.”
What The Hell Is Wrong With Hillary Clinton?
What?! You’re a professional football team playing a bunch of 10-year-olds! How was it that close to begin with?!
Saudi Prince Mohammed bin Salman Interview: Full Highlights
SAUDI PRINCE: SAUDI BUDGET DEFICIT NARROWED MORE THAN EXPECTED
SAUDI PRINCE: SAUDI ECONOMY AVOIDED RECESSION
SAUDI PRINCE: NON-OIL REVENUE IN 1Q EXCEEDED EXPECTATIONS
“Honey Badger Don’t Care”: Goldman Asks If Bad News Even Matters Anymore
“However, the S&P 500 was actually up 17 bps on the day the ISM fell, leading to the question of whether investors should trust the positive market performance or the negative macro surprise as an indicator of where the market may go from here.”
Guest Post: It’s That Time Of Year Again
“I wonder if we aren’t setting up for a buy-the-rumour-sell-the-news reaction.”
Looking For A Reason To Expect A Rally In Oil? Here’s One
“You could view that as bullish. The net speculative length is so low now that they’re going to start putting money back into the market.”
Here Are BofAML’s 4 Reasons To Worry About Risk Assets
“As good as it gets?”
Glass-Steagall 2.0? Analysts Weigh In
“Still, it’s a mistake for investors to dismiss the threat”…
Like Trump, Janet Yellen Is Preparing Ill-Advised “Preemptive Strikes”
“What if progress on core PCE is more limited despite labor market overheating, and the Fed’s dual mandate dilemma persists?”
“You’re Dismissed”: Here’s How Markets Are Feeling About Sunday’s Big Event
Call it overconfidence if you want, but the “win” for the pollsters in the first
You must be logged in to post a comment.