Barclays Channels Morpheus, Mows Down Tesla “Blue Pill” Case With Machine Guns
“Red-pilling the Tesla bull case.”
Steve Bannon Has Some Not Nice Things To Say About Jared Kushner…
“[Steve] has a very specific vision for what he believes, and what he shares [ideologically] with Trump. And he has for a long time now seen [Jared] as a major obstacle to achieving that.”
“Winter’s Over, But Volatility Is Still In Hibernation”: One Bank Answers Your VIX Questions
“Lowest vol Q1 since 1965. There are many stats we can point to about how low volatility has been year-to-date, and most tell the same story: we’re again approaching some of the pre-financial crisis lows in implied and realized vol.”
Devin Nunes Steps Down From Trump Russia Probe
HOUSE INTEL CHAIRMAN NUNES TO STEP DOWN FROM RUSSIA PROBE
“That Sh*t Cray”: Emerging Markets, Fed Minutes Edition
Earlier this morning, we asked an important question: what did yesterday’s Fed Minutes portend for buoyant
Here Are 2 Charts Trump Can Take Credit For. But…
The top three busiest weeks for investment grade trading volumes in the post-crisis period have all occurred in 2017.”
“Pathetic & Creepy”: LA Times Blasts Trump, Our “Conspiracy Theorist In Chief”
“And the problem with that is that he is no longer a blowhard TV personality or a raunchy guest on Howard Stern or a self-promoting real estate magnate or even a long-shot candidate for the Republican nomination. He’s now the president of the United States.”
“Hold My Beer While I Meet Xi.” And Everything Else You Need To Know On Thursday
It’s Thursday, which means today’s Donald Trump gets to look the Donald Trump who refused to
“This Was Inevitable At Some Point”: Is There A Storm Coming For Emerging Markets?
“This was inevitable at some point. Removing market- supportive measures is a good indication that the recovery in the U.S. is on track.” Whatever you say…
Warning: “The Tide Has Turned – It’s A Matter Of ‘When’, Not ‘If’ Markets Break Down”
“It’s now a matter of when, not if, markets break down into a proper bout of risk-aversion. As for timing, we’re debating the hour rather than the week.”
Trader: “You Always Want To Hit A Home Run – But You Strike Out A Lot.”
“The question you need to be constantly asking yourself is whether any given move or news is fundamentally important or at the margin? Does it break new ground or is just a data point? Will there be some policy response or not?”
Spot The Moment Mario Draghi Opened His Mouth
Thursday morning chart challenge…
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Goldman Likes Its Fed Minutes “Mildly Hawkish,” Probability Of June Hike Still 60%
“Overall, the mildly hawkish minutes increase our confidence that balance sheet normalization will be announced this year and are also marginally supportive of a June hike.”
Do Us All A Favor: Don’t Make A Mockery Of Dead Syrian Children. Ok, Thanks.
We have another Heisenberg “protip” for readers: when you read “analysis” of Mideast affairs, you
4 Charts Show The US Auto Bubble “Slamming On The Brakes”
A visual “downshift”…
Fed Minutes: Full Breakdown
In the lead up to the release of the Fed minutes, stocks were buoyant as
“Do I Think? Yes, I Think” Trump Says Susan Rice Is A Criminal
“I think it’s going to be the biggest story.”
One Strategist Compared Hedge Funds To Passive Index Funds: “The Results Were Breathtaking”
“Hedge funds’ returns have started to track the SPX more closely. As that happens, their ability to outperform has collapsed. This makes intuitive sense; there’s no way you can beat an index when you’re paying 2 and 20 on an investment vehicle that largely replicates the return of the index!”
Are You Buying The Susan Rice Diversion? Try This Thought Experiment
Ok, so here’s a fun thought experiment. Let’s say, for argument’s sake, that Barack Obama and
Dr. Evil Demoted? Trump Boots Steve Bannon From National Security Council
President Donald Trump reorganized his National Security Council on Wednesday, removing his chief strategist, Stephen Bannon, and downgrading the role of his Homeland Security Adviser, Tom Bossert, according to a person familiar with the decision and a regulatory filing.
Albert Edwards Warns: “Fed Tightening Cycles Almost Always End In Recession”
“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.”
Crude BTFD Algo MIA As Oil Slumps On “Surprisingly” Bearish Data
Will someone please remind us again how we’ve gotten it wrong all along about crude and about how this market is going to balance any day now?
Trump’s “War On Journalism”: “Whether He Knows It Or Not, He’s Echoing Stalin”
“In Donald Trump’s America, the mere act of reporting news unflattering to the president is held up as evidence of bias. Journalists are slandered as “enemies of the people.â€
Let There Be Jobs Dammit! Risk Hits The Ground Running After ADP
Right out of the gate…
Goldman’s Hatzius: “Unpleasant Trend” In US Auto Market – And Uber/Lyft Will Make It Worse
Longer term, the risks to these estimates are probably on the downside, especially if the “sharing economyâ€â€” exemplified by companies such as Zipcar, Uber, Lyft, and Via—makes deeper inroads into the transportation sector).
Hedge Funds Suffered Worst Short-Squeeze Since 2009 In Q4 Amid “Trump Rally”
So the thing about “hedge” funds is that generally speaking, they’re supposed to provide a
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