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Yearly Archives: 2018
No Nobel In North Korea
At least, not yet. I have asked Secretary of State Mike Pompeo not to go to North Korea, at this time, because I feel we are not making sufficient progress with respect to the denuclearization of the Korean Peninsula… — … Continue reading
Will The Real Bond King Stand Up?
We get it. Jeff Gundlach (we are some of his biggest fans) is a trader at heart, as are we, and is very cognizant of short-term market technicals. He recently tweeted, Massive increase this week in short positions against 10 … Continue reading
Fun Times With POTUS & The Russian Prez
Ah, the good ol’ daze. This is hilarious. President Clinton and President Yeltsin on the steps of Franklin Roosevelt’s home in Hyde Park. Go visit if you haven’t been there. Like President Trump, they both seemed peeved at the press, but … Continue reading
Posted in Politics, Uncategorized
Tagged Hyde Park, President Clinton, President Yeltsin, Press
1 Comment
Tonight’s Conversation Inside The White House
Realize this has been posted by others, but love this quote from piglet pic.twitter.com/t9qYIavmLY — Catspaw (@17catspaw) November 1, 2016
Posted in Politics, President Trump, Uncategorized
Tagged Cohen, Manafort, Political Risk
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Let The Political Shitshow Begin
It’s about to get interesting, folks. We have been warning of the rising political risk. Cohen had struck a deal with U.S. attorneys in Manhattan’s southern district after months of court proceedings related to a raft of materials seized in … Continue reading
Posted in Politics
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Videographic: European Central Bank
Videographic on the European Central Bank. After years of austerity, Greece emerged on Monday from its third and last bailout. The European Union, ECB and the International Monetary Fund loaned the country a total of 289 billion euros ($330 billion) … Continue reading
Posted in Uncategorized
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Tweet Of The Day: ML & AI
Bringing data to life … Here’s Chartstravaganza! pic.twitter.com/pBTjCGhjKu — Plan Maestro (@PlanMaestro) August 19, 2018
Posted in AI, Tweet of the Day, Uncategorized
Tagged AI, Machine Learning, statistics
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Other Fowl Plays In The Emerging Markets
Fowl Play? The Twisted Linguistics of Turkey American turkeys and African guinea fowl, victims of Portuguese vagary, became inextricably mixed. Today the geographically garbled turkey is known as dinde (from poule d’Inde or chicken of India) in France, kalkoen (from Calicut hen) in the Netherlands, and indjushka (Indian … Continue reading
Posted in Black Swan Watch, Emerging Markets, Uncategorized
Tagged Argentina, Emerging Markets, Fed, Gold, Turkey
13 Comments
You Go, Girl!
Posted in Uncategorized
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Week In Review – August 17
Summary Turkey continues to get crushed across the board with 10-year blowing out another 40 bps on the week to over 21 percent EM bond markets hammered U.S. credit continues to behave well Euro periphery spreads widening with Italy out … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Copper, Currencies, Emerging Markets, Global equity markets, Lumber, Performance, Stocks, Week in Review
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Global Macro Monitor 