Archive For: April 2017

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Here Comes MOAD: Why The Trump Reflation Fantasy Ends On Day 100

Even as the stock averages were taking a spill Thursday afternoon, the CNBC talking heads were busy talking up still another "upturn" in the US economy and corporate profits. According to them, yesterday's last minute jitters in the casino was just a MOAB scare before the long holiday weekend.

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April 14: Daily Contrarian Reads

My daily contrarian reads for Friday, April 14th, 2017.

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MOAB Coming to US Bond and Stock Markets

The coming turmoil in the US Treasury’s bank account at the Fed will have a huge impact on bond prices in particular, and thus yields. It will also have an impact on stock prices that won’t be pretty. The good news is that we already know exactly how the turmoil will play out. We just don’t know the timing yet. But it will become apparent in time to act.

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Chart of the Day: Mind Uncle Sam's Farebox----Receipts Down Y/Y for 4th Straight Month

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Chart of the Day: Big Apple Office Market Takes Big Q1 Plunge

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Chart of the Day: Bubble Finance In One Picture

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Donald J. Trump: America's Flip-Flopper In-Chief

The Donald has flipped-flopped so many times in the past week that we are suffering from heavy duty vertigo. In the Wall Street Journal interview Wednesday afternoon, for instance, he reversed himself on China's currency manipulation, the Fed and the Ex-Im bank in nearly a single breath; and before the ink was even dry he was at the White House podium averring that NATO wasn't obsolete after all and that the "stupidity" (his earlier words) of intervening on both sides of the Syrian civil war had been "very, very successfully done"(his latest words).

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April 13: Daily Contrarian Reads

My daily contrarian reads for Thursday, April 13th, 2017.

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Jobservations

Wall Street media pundits put a great deal of emphasis on the monthly jobs report. They act as if it's the holy grail for divining the direction of stock prices.

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Chart of the Day: Here's Why Tesla's Market Cap Exceeds GM's.....Not!

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