From Russia With Love
“Would those analysts accept the widespread U.S. narrative that Vlad’s program had zero impact on the U.S. vote?”
“Would those analysts accept the widespread U.S. narrative that Vlad’s program had zero impact on the U.S. vote?”
“Lehman was not a Black Swan. I worked there for seven years and we spent most of them imagining the firm abruptly failing.”
“The important thing is not to pre-commit and keep it very gradual.”
“These ugly threats come from people who also spout anti-Muslim, xenophobic and white-supremacist beliefs. Their sole agenda is to silence and discredit me because I am an effective leader for progress, a Palestinian American and Brooklyn-born Muslim woman. In short, I am their worst nightmare.”
“I don’t think there is any rush to buy. Yet for me, this is a perfect uncorrelated value story. Somewhere cheap to hide while the rest of the crazy extended market swings around.”
“If there was sufficient loss of political support in the US for many of Trump’s policies such that the chance of successful execution falls towards zero, then central banks may need to return to the forefront of the deflation battle. Central Bank support for the economy was starting to lose credibility amongst some investors last year.”
Let’s just be clear about one thing: the idea that retaking Raqqa from Islamic State
“Collapsing bank lending growth is signalling that something is amiss and the Fed should stop raising rates, but I expect rapidly rising wage inflation will push the Fed into overkill. Fed tightening cycles almost always end in recession and this time will be no exception.”
I really didn’t want to have to do this…
So what did we learn on Saturday evening? Well, we learned that next Friday’s circus
“European stocks climbed to their highest in almost a year, while bonds and gold fell,
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