The March Deflation Mystery Is Solved. Hint: “Can You Hear Me Now?”
Let me preface this by saying that I have no idea how much weight to
Listen Up! Dollar Pares Losses On Mnuchin FT Ramble
MNUCHIN STILL EXPECTS THE TAX SYSTEM TO BE REFORMED IN ’17: FT
MNUCHIN: MAY BE WAYS TO RAISE $1TN W/OUT BORDER ADJUSTMENT: FT
Goldman: Your Favorite Stock ETF May Be Creating A Gross Misallocation Of Capital
At the risk of turning Monday into “Heisenberg’s anti-ETF crusade” day, I’m going to show
Alex Jones In Court: It’s Not Real, I’m “Playing A Character”
Here’s something that, on the surface, doesn’t seem like it’s worth highlighting. In fact however,
Guest Post: The Next Market Crash Will Be Facilitated By ETF’s
“While I am a big fan of ETF’s, I worry when I see enormous growth in a security or theme and always think about unintended consequences of that growth. I hope I am wrong on my hypothesis, but I’ve experienced many crashes and the underlying mechanics of investor panic generally do not change.”
SocGen’s Kit Juckes Is “Back From The Alps”: Here’s His Quick Pocket Guide To An Uncertain Market
The tough thing about a market dominated by geopolitical concerns is that geopolitics is country- or at least region-specific. There’s nuance, idiosyncrasies, thousands of years of history peculiar to this country or that, religious undercurrents, etc., etc. You have to take all of that into account when trying to make sense of markets in the context of multiple geopolitical powder kegs.
Here’s What To Expect For Turkish Assets Following The Great Sultan Rally
Monday is “write your own Turkish lira jokes” day…
As US Insurers Sue Saudis For 9-11, The Iran Boogeyman Makes A WSJ Cameo
Oh, lord. Here we go. One of the biggest lies force fed to Western audiences
Fortune Cookie Say: “Good Econ Data!” The Sultan Returns. Welcome To Monday.
Boom! It’s Monday. Let’s hit the ground running.
Trader: “Down Should Be The Direction Of Choice For US Stocks”
“Despite a Fed rate hike, a confluence of geopolitical risks, a correction in commodity prices, high profile policy setbacks in the U.S., the failure of most 2017 consensus trades and disappointing hard economic data, U.S. equities are not finding the path lower an easy one.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
All Aboard The Geopolitics Train! “Thoughts For The Week Ahead”
All aboard the geopolitical risk train! It took one Brexit, one Trump, a close call
Yields Fall Sharply In Delayed Reaction To Friday’s Abysmal CPI Print
As expected, 10Y yields are falling on Sunday evening in a delayed reaction to Friday’s
Lira Leaps More Than 2% Following Erdogan’s Big Referendum Win
The outcome removes prevailing uncertainty in Turkish politics, “at least in the short-term,†says Rabobank’s Piotr Matys who sees scope for the lira to rally to 3.5561 against the dollar, and then 3.40 as “the next potential short-term targetâ€
Here’s The Most Important Thing You Missed On Friday
“Credit supply restraint isn’t showing up in the numbers,” said George Magnus, an associate at the University of Oxford China Centre and former senior adviser for UBS Group AG. “Credit creation is still running way too fast.”
Erdogan Becomes Sultan After Turkey Referendum, Opposition Contests Result
Early on, it looked like Turkey’s Erdogan was well on his way to easily winning a historic referendum
Trump: I â™¥ï¸ China Because I Need To Bomb North Korea. Oh, And Happy Easter!
“Why would I call China a currency manipulator when they are working with us on North Korea?”
“Who Paid For This?” Trump Responds To Tax Protests After Day Of Knife Fights, Fireworks Battles
So on Saturday (“Tax Day”), some folks protested. Specifically, some folks protested because we (still)
Behold! One More Way ETFs Are Distorting Markets
“The key takeaway here is that, since mid-2014, the average daily turnover on large capital structures has notably increased relative to smaller capital structures. The increase appears to have coincided with the uptick in the ETF flow volatility.”
Turkey Caption Contest: Erdogan Is “Confident” You’ll Make “The Expected Decision”
“I believe in my nation’s democratic common sense.â€
North Korea Tries To Fire Missile, Fails “Almost Immediately”: Pentagon Confirms
“North Korea likely attempted to fire an unidentified missile Sunday morning from Sinpo, northeast of Pyongyang, but it failed.”
Goldman Has Had Just About Enough Of One Turkish Politician’s Bullshit
As you’re well aware, tomorrow is kind of a big deal in Turkey. Earlier today, we
3 Weekend ETF Charts: Any Questions?
Two of this week’s most popular posts were about ETFs. Which isn’t surprising because after
Fate Of Turkey’s Stock Market Is In The Hands Of An Algo Named “The Dude”
Local traders started referring to the mystery investor, whose identity was never revealed, as “the Dude.â€
Turkey Referendum: Everything You Need To Know About This Weekend’s Biggest Geopolitical Event
“Tomorrow is very important, you must absolutely go to the polls,” Erdogan urged the crowd. “Don’t forget that the vote is our honor.”
Trump Jr: “I â™¥ï¸ #MOAB”
“Bomb the hell out of ISIS? Check.”
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