Happy Brexit Day! Prepare For “Perilous Journey Ahead”
“This will be like knowing you’re going to be pushed off a cliff edge, preparing for the worst, and then landing on a ledge just below. It doesn’t mean you won’t ultimately plummet to your death, but there’s the relief of an unexpected opportunity to save yourself.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Devin Nunes Delivers A Big “F*ck You America” On Behalf Of Donald Trump
“Nope, never.” Which is the same answer we can all now safely give if asked the following question: “Will you ever trust this committee to conduct an unbiased investigation?”
Buy-The-Dip In Danger From “Politicians Who Want To Change The Liberal Order”
“Just as the Federal Reserve is finally taking the plunge, and as a new wave of politicians in the US and Europe look bent on redefining anything from haircuts and dress codes to the pillars of the Western liberal order, any talk of ‘mean reversion’ seems a bit out of sync.”
Chart Check: “Le Pen Risk” Falls To Lowest In 5 Weeks
Is the Le Pen “tail risk” becoming more tail risk-ish?
Spicer Loses It: “If He Puts Russian Dressing On His Salad, That’s A Russia Connection”
“We don’t have that. You’ve got Russia!”
Another Reason To Be Happy: “No Policy Is Better Than Bad Policy”
“Indeed, the past few decades are replete with examples of gridlock and government inactivity being a fertile environment for U.S. financial markets.”
Look How “Weak” Obama Was On Deportation!
Warning: Sarcasm dead ahead.
Snapchat Investors Discover Mark Zuckerberg Has Monopoly On “Monetizable Fun Places To Spend Time”
“Snap is a ‘platform for the imagination’; fun place to spend time, which can be monetized.”
BofAML: Health Care Failure “Best Thing To Happen To Trump Trades Since Inauguration”
“In our view, the failure to push through healthcare reform by the GOP last week was possibly the best thing to happen to Trump trades since the inauguration. “
Wall Street Journal: Media, Experts Wrong, Trump Not Hitler, Just “Weak” Idiot
“Well, that was fast, if predictable. We’re referring to the conventional wisdom that has moved without a moment of self-reflection from declaring Donald Trump to be a dangerous fascist to a hopeless incompetent.”
Here We Go, USDJPY Eyes Lows
The barometer for how the market feels about the US reflation narrative is flashing red…
Does This Chart Show The Bursting Of The Junk Bubble?
“That’s it. It’s over. The HY bubble has burst.”
“Keep Your Composure!” Dollar Finds Its Footing, Markets Dodge Trump-Induced “Freak Out”
“We’ve come too far, there’s too much to lose!”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Goldman: These Are The 3 Most Important Questions On Tax Reform
At some point, everyone is probably going to get tired of talking about what Friday’s
“The Sky Is Falling”: When Stocks Go Down, Everyone Panics
“And don’t let anyone try to tell you that stock-market pullbacks, including modest ones, are something investors and policy makers can now handle with aplomb. You can calculate financial-conditions indices with all sorts of back-fitted weightings but when stocks go down, everyone still goes into “The sky is falling†mode.”
One Chart Summarizes The Road Ahead For The Trump Agenda
“Is this GOP Congress an opposition party or a governing party?”
For The First Time Outside Of A Bear Market, Fund Closures Exceed Launches
“Managers should not hope for a ‘cyclical return to flavour’ for a fund.”
Dear Donald Trump: Explain This Chart
“There is another worry on the horizon”…
How To Beat Warren Buffett (And SPY) Working Only 40 Days Per Year
Last week in “How To Exploit The Passive Herd With One Simple Strategy,” we highlighted
Right-Wing Website “Westmonster” Can’t Believe Twitter Would “Censor” Drudge Report
“It’s shocking censorship that should worry us all!”
Here’s The One Strategy That May Work When “There’s Plenty To Be Bearish About”
“There is plenty to be bearish about. Equity valuations are tortuously high, with median valuations in the US and Europe near or at record highs, particularly once debt is included.”
“Speak Loudly And Be A Big Dick”: Wall Street Journal Says Trump’s Travel Ban Has Hidden Agenda
“It provides some leverage at the end of the day. It really does,†said a senior Homeland Security official involved in the review. “It’s in their best interest to play ball.â€
Chart Of The Day: “Mission Accomplished”
Who said Donald Trump can’t get anything done?…
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