Trump Just Turned Over Your Browser History To Verizon & Comcast
“The change will allow broadband internet service suppliers, such as cable and telecommunications companies, to track and sell a customer’s online information with greater ease.”
Witness Trump The “Authoritarian Wrecking Ball”
“To Trump’s faithful, those words were a rallying cry. But his critics heard something far more menacing in them: a dangerously authoritarian vision of the presidency — one that would crop up time and again as he talked about overruling generals, disregarding international law, ordering soldiers to commit war crimes, jailing his opponent.”
Goldman Shocker: “Retail Investors Are NOT Driving This Rally”
“But it is more than mere ownership shares, because while institutional inflows amounted to 0.86% of AUM in the week following the election, retail investors were actually sellers. While the market has clearly been rallying on ‘animal spirits’, it is apparently the professional investors, not the retail money, who have been feeling bulled up.”
Currency Craziness, Car Carnage, Le Pen Jitters: Welcome To Tuesday, Dammit
Hitting the ground running on Tuesday it was an interesting overnight session. For one thing,
Trader Warns On Fed: “No One Knows How This Is Going To Work”
“No one knows how this is going to work in practice, let alone what it will do to markets.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Bombshell! Turns Out Susan Rice Wanted To Know Who Was Talking To Russians
Trump is vindicated! In that way you’re vindicated when your team gets caught talking to
Jesus, Will Someone Wake Up The VIX? It’s Passed Out Drunk
“S&P 500 calendar quarter realized volatility was 6.69, the 4th lowest Q1 since 1929 and lowest Q1 since 1965. S&P 500 realized volatility over the first quarter of 2017 ranked in the fourth percentile across all quarters back to 1929.”
Sean Spicer Is Asked About Susan Rice, Hilarity Ensues
…I will say that …. we have continued to say that…. there’s a… um… there’s a troubling direction that some of this is going in, but we’re gonna let this …um… review unghlnnn… go on… uh… before we jump to it
Don’t Look Now But There’s “Trouble With The Curve”
“One of the notable aspects of today’s Treasury-market price action — 10-year yields dipped as low as 2.33% — has been the flattening of the 2s/10s curve, which is now threatening its post-election lows.”
Chart Check: Q1’s Outperformers & Underperformers
Q1 – in aesthetically pleasing hues of blue.
Goldman: Q1 “Was A Quarter To Own Risk” – Here’s What Comes Next
“Which of these divergences will hold going forward?”
Mad Dash To Safety?
“Dollar-yen undercut by a drop in 10-year Treasury yields and a decline in U.S. stocks, suggesting some haven-related flows.”
10Y Yield Falls To Lowest Since February
Escalating quickly over here…
Rise Of The “Know-Nothings”: A Modern Market Mind Bender
So here’s an interesting observation that may or may not approximate reality but is nevertheless
Wall Street Journal, Trump, And The Pitfalls Of “A Plutocrat’s Hubris”
“When I hear Donald Trump talk, I think of how much at home he would have felt in those living rooms. The guy’s a multibillionaire, cleaned up in real estate, so why shouldn’t he know about health care, immigration, life in the inner cities?”
SocGen: If You’re Buying At These Valuations, “You Have A Problem”
“The question then is does valuation matter?” Spoiler alert: “it depends,” but mostly, “yes.”
“Why Trump Lies”: LA Times Again Takes Aim At President, Alt-Right In Full Frontal Assault
“He has made himself the stooge, the mark, for every crazy blogger, political quack, racial theorist, foreign leader or nutcase peddling a story that he might repackage to his benefit as a tweet, an appointment, an executive order or a policy.”
Monday Humor: “BREAKING NEWS”
“This is what it’s come to, folks”…
Boom! It’s Monday. Here’s What Happened While You Were Asleep
Well, it’s Monday. Welcome to Q2. Things were relatively subdued in the overnight session, as
Trader: “Those Pain Trades Are Giving You Headaches”
“The price action from New York Fed President Dudley’s no “great urgency†to hike comments was almost laughable.”
Your Complete Visual Guide To A (Sort Of) Busy Week
For those who prefer a visual guide devoid of our editorializing.
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Shots Fired! LA Times Eviscerates Trump, Alt-Right In Scathing Editorial, Promises More
“What is most worrisome about Trump is Trump himself. He is a man so unpredictable, so reckless, so petulant, so full of blind self-regard, so untethered to reality that it is impossible to know where his presidency will lead or how much damage he will do to our nation. “
This Chart Makes No Sense
We’ve talked a ton in these pages about HY energy and the extent to which
Goldman Delivers A ‘Real’ity Check On China
“We don’t think” this is likely to work.
Trump To FT: Will Take On North Korea Alone, Tweets Are Fine, No Regrets, Kiss My Ass
“Mr President, you use a language which is more abrasive than many of your predecessors . . .”… I would say. I hope so.
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