Goldman: Trump Accidentally “Reduces The American Economy’s Speed Limit”
When you go out and you do something that everyone tells you is, if not completely crazy, at least ill-advised, the least you can do is make yourself aware of the likely consequences.
Chart Check (There’s Hope For You Yet)
For anyone still holding out hope that there’s upside for our standard valuation metrics beyond the 100th percentile, there’s always the old corporate buyback bailout…
This Really Isn’t All That Complicated, Just Look…
But really, I don’t see why everyone says it’s a complex process. I mean just look how simple it seems on paper…
Buy Your Rolex Now
First on Trump’s FX hit list: Switzerland?
Trump Wakes Up, Congratulates Patriots, Calls All Polls Fake, Says No Separation Of Powers, Goes Back To Sleep
“Any negative polls are fake news.”
Chart Check (Trading A French Kiss)
What would you do with a French kiss from Marine Le Pen?
Goldman Explains Why The Trump Trade Is Fading
As Goldman noted last week, “following the election, the positive shift in sentiment among investors,
Daily Kickstart (French Kiss)
“Let’s make it a bad souvenir”…
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Monday Trader Humor: “Let’s Assume Trump Is Guided By A Coherent View”
With the recent sputtering of the bullish-dollar reflation trade, perhaps it’s time to pay a bit more attention to what the president and his advisers are saying about currencies.”
Trump Instructs Followers To “Blame Federal Judge” For Future Terrorist Attacks
The most dangerous part of this is that millions upon millions of people in America would invariably do just as Trump says should a tragedy befall the US…
Sorry Donald, You Can’t Build An Autocracy Here
But this can only become America’s reality if the new administration is shrewd. Clever. Cunning. And, above all, patient. Trump is anything but.
A Fantastically Metaphysical Market Metaphor
In September 2015, just a few weeks after the latest incarnation of Black Monday, Deutsche Bank’s Aleksandar
Currency Markets In Turmoil: A Pocket Guide For The Week Ahead
As political risk continues to dominate the headlines (even as US equities steadfastly refuse to
Correlation Meets Causation
I told you so…
Chart Check (“Gold”en Opportunity)
You know when you think about it, it probably makes sense to go long gold
Top Strategist: Macro Is Running The Show And You “Should Not Be Surprised”
“Investing is macro and macro is geopolitics. If you don’t get that, you’re going to be perpetually behind the curve going forward.
“That’s A Pretty Big Conclusion To Make”: WSJ Questions Interpretation Of “Disappointing” Jobs Number
Investors and traders aren’t enamored with the January jobs number. And why should they be? After
Is This The Greatest Risk To Markets?
“(Un)favorable”…
Saturday Humor (“What Is This Country Coming To?”)
Can someone please help explain what’s going on, because Donald Trump is getting frustrated…
A Listless Nadir
So it’s the weekend and on weekends I like to keep things simple for those
Chart Check (History Is Not On My Side)
I’m going down with the ship: “this time is different.”
Goldman Tacitly Bullish On War
“A&D stocks will be direct beneficiaries of any increase in the defense budget.”
Trump Wakes Up, Has Epic Twitter Meltdown
I want to make an appeal to rationality here…
The Massive Spec Treasury Short Is Still… Well… Pretty Massive
As you’re surely aware, keeping up with the CFTC positioning data is mandatory these days.
Behold: A Whole Bunch Of “Bull”Sh*t
Now, look. The thing about predicting the future is that you can’t ever really be “wrong”
You must be logged in to post a comment.