Trading Trade And A ‘Spiral Away From Equilibrium’
“What if markets do not understand how policymakers will respond?”
“What if markets do not understand how policymakers will respond?”
“If you’re short vol, you make money…but eventually die. But if you’re long vol, you die before you make money.â€
“This would be so easy for Mexico to do, but they just take our money and ‘talk.'”
“Moderate is not a stance.”
Another “some worry” story.
“For financial journalists, pinpointing the source of the next meltdown is no easy task. The ones who did so pre-2008Â were few.”
“Hello Dave”.
“This is unsustainable.”
There’s nothing like oil money.
Turns out “black box” and “public company” aren’t consistent with one another.
“Crossing the Rubicon”.
“Try Googling “Canadian banks 2008 crisisâ€.
On the off chance everyone decides to “punch back”…
“The intensity of the move exceeded market expectations.”
Some random musings.
But I don’t want to go among mad people.
Oh, you can’t help that. We’re all mad here.Â
“Do you see what happens Larry”
Ironies, cartels and trade wars.
“Stated differently, the Orange Comb-Over is definitely not making America Great Again.”
The spillovers will be “tremendous.”
It’s more likely than not that Trump takes it up another notch, so be prepared.
“The Donald is not leading America to the promised land. Instead, he’s leading it to war abroad, fiscal and economic calamity at home and a crisis of governance that pales Watergate into insignificance.”
“There are no good options”.
“And, no, he is not playing some kind of clever 5-dimensional chess or 3-dimensional chess that the talking heads were gumming about this AM. He’s not even playing checkers—to say nothing of pick-up-sticks.”
“…there are simply not enough US exports to retaliate against.”
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