Here’s Why Trump Fired James Comey
“The beauty of what transpired Tuesday for Trump is that it was a great set of circumstances under which to do it. Comey’s foul-up — misstating facts about the Clinton investigation at a Senate Judiciary Committee hearing last week — looked like he was overselling that case against Clinton, not Trump.”
What Does An Overheating Labor Market Mean For Stocks? I’m Glad You Asked.
“We estimate that a 100 bp acceleration in labor cost inflation would pose a 2% headwind to Russell 2000 EPS, roughly double the 1% impact we estimate for the S&P 500.”
Jeff Gundlach Joined Twitter. And Then It All Went Horribly Wrong.
“Welcome to the dark side.”
“It’s All One Trade!”
This should drive the point home…
Why One Strategist Thinks “Dr. Copper Should Be Sued For Malpractice”
“In these days of rampant commodity speculation in China, however, can we really trust copper to give us an accurate read on the U.S. economic cycle?”…
Look! Another VIX Anomaly Or, How To Bury A Lede
Figuring out what people give a shit about on any given day is more an
Guest Post: So You Wanna Be A “Cool Kid?”
“Doesn’t really help us that much, except to note that maybe all this other analysis is bullshit, and instead we should just focus on crude oil and interest rates.”
Tuesday Humor: Trump Photoshops His Own Tweet Into Twitter Banner Pic
If you’re a political scientist, there’s not a whole lot to like about a Donald
This Is A Disaster Waiting To Happen
So last week, I put you on “contagion alert” amid the chaos in commodities. I’m not
Trader: “The World’s A Scary Place,” But That’s Always Been The Case
“To be fair, we still have loads of quantitative easing going on and the world remains a scary place. But it’s always been a scary place. We just have selective, as well as short, memories. And if black swans remain your major investing concern, then economic numbers are of very little import.”
Goldman Is Rapidly Losing Patience With You On This Whole Commodities Thing
“You keep tryin’ to distract people”…
Mario Who?! Presenting A “QE-esque” “Grab-a-thon”
“And yet – in relative terms – these credit market moves are stunning…in fact, QEesque in places.”
It’s Too Quiet: Except For China. And South Korea. And Collapsing Metals.
It’s Tuesday, and they’re voting in South Korea. There’s an annoying power vacuum over there
Goldman Explains Why The Whole World Is So Goddamn Happy
Because if you’re looking at geopolitical stability, there’s not a whole lot to get excited about. Well actually, that’s not true. There is a whole lot to get excited about. Where “excited” means “fucking terrified.”
One Trader Tells Us “A Tale Of 2 Tapers”
“For as long as the U.S.’s debt profile continues to deteriorate, it’ll be a difficult environment for the major buyer of that debt, the Fed, to step back. Especially if the related signal also lowers the demand from foreign governments.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Marty Lost His Ass In AT&T Shares – So Steve Bannon Had To “Save” America
The worst story ever told.
“Max Long Liquidity,” A “Bonanza,” & The Coolest Thing You’ll Read On Monday
“Liquidity and tight bid/offers in the CDS index market has been pivotal for a number of investors to use the CDS product as a risk allocation tool, rather than a hedging tool that has been traditionally used.”
Video: Marine Le Pen Does The “Nazi Shuffle” In “Bizarre” Dance Spectacle
At first I thought it was just me…
“Reply Hazy. Try Again Later.”
See, here’s the thing: Citi values your opinion. Wait. Actually, they don’t. Unless you’re a
Guest Post: Serving Up A Gift
“University professors should take this past week’s trading and immortalize it in their lesson plans”…
Photo Of The Year
This is 16-year-old Lucie Myslikova…
“It’s All Dumb Money Now”
“Here’s how that worked out.”
“Traders Are Dumping Their Holdings – The Pressure Is Too Great”
So this is probably a good time to remind you that the rout in iron
Trader Warns: “The Post-Election Implied Volatility Selling Is A Mistake”
“Well today’s get rich quick scheme didn’t work out so great”…
One Bank Goes Deep, Finds “The Major Performance Differentiator” For Stocks
Who cares about corporate leverage? Well shit, if you look at high yield spreads as
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