Category Archives: Uncategorized

Key Digit From Bank Earnings: Punk Loan Growth

Looks like our priors were correct.  The tax cut is morphing into nothing more than a financial engineering game.   The economics of corporations or the macro have not changed. Random thought:  We hear much about how the corporate tax cut … Continue reading

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Are we heading for a third world war?- BBC News

We asked foreign policy experts around the world whether we are heading for a third world war. Producer Tobias Chapple Please subscribe HERE http://bit.ly/1rbfUog

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Better Than Crypto

The world’s hottest investment. Thank you, Japan.  The land of the rising Ohtani-San! World’s best investment. Thank you, Japan. The land of the rising Ohtani-San! https://t.co/hA1n8O4Efh — Gregor Samsa (@macromon) April 12, 2018  

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Memo to Larry Kudlow re: China Trade

  To:         Larry Kudlow From:    Investor Class Date:      April 11 Re:          U.S.-China Trade Dispute _______________________________________________________________ We appreciate your positive disposition but time to get real with the markets.   Don’t lose … Continue reading

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Ex-CIA analyst on risks of Trump-Kim talks – FT

Sounds like the issue is to overcome what appears to be irreconcilable expectations. Former CIA analyst Sue Mi Terry says the biggest risk of the upcoming summit between US President Donald Trump and North Korean leader Kim Jong Un are … Continue reading

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JFK-Trump S&P Analog – Trading Day 356

 

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How Cambridge Analytica Exploited the Facebook Data

Tens of millions of American Facebook users had their data harvested by Cambridge Analytica and a British-based researcher. Here’s how it happened. More from The New York Times Video: Subscribe: http://bit.ly/U8Ys7n

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Nothing New In President Xi’s Speech

President Xi said nothing in his address to the Boao Forum that hasn’t been said before. Therefore markets must be lathered up (S&P futures up as high 40 points) over Xi positioning himself as “the grown up in the room.” … Continue reading

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Mexico: Obrador holds 11-point lead

MEXICO CITY – Mexican leftist candidate Andrés Manuel López Obrador has a nearly 11 percentage point lead over his closest rival ahead of the July presidential election, a poll published by newspaper El Universal on Monday showed. López Obrador has capitalized on … Continue reading

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