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?…
Secretary Of State To Build “SWAT Team” – Meanwhile, Rex Tillerson Would Settle For Any Team At All
” Viewed internally as a SWAT team of strategic consultants, the office will be staffed by former business executives and is designed to infuse fresh thinking into Washington.”
“Do You See What Happens?!” One Bank Explains The “Implications” Of Failure Friday
“What are the asset pricing implications of what happened on Friday?”
Wall Street Journal: Trump, GOP Now Have A $1 Trillion Problem
“Suddenly Republicans will have to find $1 trillion more in loopholes to close or taxes to raise if they want their reduction in tax rates to be budget neutral.”
Goldman: OPEC Should Not Extend Production Cuts
“We therefore believe that OPEC should be wary of extending its production cuts unless (1) fundamentals weaken sharply driven by transient headwinds such as a ramp up in Libya or a weakening of global demand, or (2) long term oil prices decline further, limiting the rally in spot prices and the incentive to ramp up activity.”
It’s Falling Apart: Reflation Trade Shrivels Up And Dies As Markets Sour On Risk
Well, the dollar is under pressure on Monday, just as we said it would be
“Traders Have Lost Confidence In Their Ability To Trade,” Trader Says
“Traders have lost confidence in their ability to interpret what’s plainly market-moving news. Far from hoping to be the first to trade, they need someone else to commit and help create the narrative.”
Goldman Says Buy Snapchat, Warns “Clearly, This Has A High Risk Profile”
More risk, more reward?
Trader: “The Love Has Faded. Get Ready For Long, Tough Week”
Last week, the narrative cracked. To be sure, anyone who pays attention to this sh*t
Key Calls (A “Snappy” Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Mind The Cross-Atlantic “Gaps”: Your Week Ahead Preview
Earlier, we talked a bit about Donald Trump’s waning political capital and the extent to
“They Can’t Afford Another Humiliating Defeat” – Fund Managers, Analysts Weigh In On The Road Ahead
Good news is that Trump and Congress are likely to “pivot hard†on economic growth agenda with tax reform right at the center. “They can’t afford another humiliating defeatâ€
“We Were Surprised At The Civilian Victims”: Has Trump Changed The Rules Of Engagement?
“Another Iraqi special forces officer, who spoke on the condition of anonymity because of the sensitivity of the subject, said that there had been a noticeable relaxing of the coalition’s rules of engagement since President Trump took office.”
“Trump’s Political Capital Is Getting Consumed”: One Simple Trade Idea For The Week Ahead
Think about the events that transpired over the last two weeks. Now think about them
Russian Propaganda Outlet Seeks White House Press Pass To Provide “Alternative Facts”
“Did I bury the money!?!? No way!! There are two things I’ve never done – beat a woman and bury my money in the backyard. You know, I don’t even have a shovel…”
So You Want An Excuse To Prefer Stocks Over Bonds? Fine, Here’s One
Listen, it’s all about “relative” attractiveness these days when it comes to assessing opportunities at
The Godfather: Steve Bannon Tried To Use Heath Care Vote To Make “Enemies List”
“One Republican congressional aide who was involved in the last-minute negotiations said Mr. Bannon and Mr. Short were seeking to compile an enemies list.”
OPEC, non-OPEC Committee Recommends Extending Supply Cuts: Everything You Need To Know
Some cartel folks had a meeting…
“There’s A Good Chance The Selloff Is A Blip”: When Dumpster Diving Goes Wrong
In case there are still questions out there regarding how I feel about high yield (i.e.
“This Is Not A Debate”: How Steve Bannon Tried To Bully Recalcitrant Republicans – And Failed
“You know, the last time someone ordered me to something, I was 18 years old. And it was my daddy. And I didn’t listen to him, either.”
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