GM Gets “Lockheed Martin’d” In Trump Tweet
Look out, it’s a Twitter tape bomb!
“Grinchs” Should Have “Stayed In Bed”, SocGen Says
“The Grinch and Scrooge had better stay in bed this morning”…
Why January “Is Like Breakfast”
“Calendars shouldn’t in theory matter, but they sure do”…
Daily Kickstart (Back To Work Edition)
At long last, the holidays are over. I like the peace and quiet as much
Why Fed Policy Mistakes Are Now Inevitable
As noted earlier on Monday evening, we’re seeing Catch-22s everywhere these days as central banks are
CNN Publishes Trump Book With Title Trump Can’t Spell
“Unprecedented”…
An Inflationary Catch-22
The perpetual thorn in policymakers’ side during the post-crisis era has been inflation or, more
Time To Throw In The Towel? China Hints At Lower Growth
In “not very exciting but nonetheless important” news, PBoC adviser Huang Yiping has gone on
Reflections On The “Deeply Troubling” End Of Globalization
So, how many times in the past month have I written something about the possible
Daily Kickstart (European Stocks Get Lift From PMI Data, But Political Jitters Persist)
“While the strong end to 2016 is encouraging news the manufacturing revival clearly remains vulnerable to political risk.”
“Fertile Ground For Conspiracies And Revolutions”
Whether or not we, as a society, can overcome the temptation to surrender our future to a succession of demagogues remains to be seen. And indeed we may be but one tragedy away from seeing the momentum turn irreversibly in favor of politicians who seek to capitalize on fear and intolerance.
How The Alt-Right Blogosphere Is Destroying Society
Unconcerned with the real-world ramifications of their disingenuous online banter, they revel in the fact that they can exploit uneducated readers, conspiracy theorists, and those who generally lack critical thinking skills for their own personal gain
Reader “Submission” (Get It?)
“I always knew he was very smart!”
“Keepin’ It Real”
“He just seems to have these swans on his mind”…
“It’s The Economy, Stupid”: January Preview
Don’t forget that next week, we’ll get the latest NFP number which will be used as fodder for Trump no matter how it prints.
“All Bets Are Off”
“If all bets are off then there can’t be any money, can there?”
On The Perils Of Trading In A 140-Character World
Judging from some of the mail I get and from some of the conversations I’ve
Trump Tweets Absurd New Year’s Eve Message To Haters
President-elect Donald Trump has tweeted some truly ridiculous things over the last several days while the
(Re)Balancing Act Bolsters Treasurys Into Year End
One question going into a week in which the tape was painfully thin across the
Mayhem In Money Markets: China Warns Investors Not To “Underestimate” The Danger
The complexity of the situation shouldn’t be underestimated. That’s a quote from the PBoC emphasizing
Why One Analyst Is High On High Yield
High yield had a hell of a year in 2016. In fact, at least as
Your 2017 Guide To European Political Upheaval
I’ve spent a lot of time brow-beating no one in particular about markets’ apparent lack
“That’s Why I’m Richer Than You”: Executives Miss Out On Dimon Rally
Earlier this month, I took a look back at Jamie Dimon’s decision to buy nearly
China: “No Float For You!”
There’s been no shortage of speculation about the veracity of China’s GDP data which many
“Loads Of Emotions And Lots To Ponder”
I’m inclined to believe that those of us who fancy ourselves black swan watchers are
Excuse Me, But Your Tails Are Getting Fatter
I talk quite a bit about tail risk. One of the biggest mistakes an investor
Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research
Generally speaking, people seek out the type of analysis and commentary that validates their own
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