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'We Are In A Dive, I Repeat'...

This week started off on a decidedly downbeat note when, following a weekend of violence in a place that’s not used to seeing Nazi rallies, vehicular manslaughter, and helicopters falling from the sky, Donald Trump used the Q&A session of a press conference about infrastructure to defend white supremacists and talk about Thomas Jefferson’s slaves. 883 more words

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Wall Street's Best Strategist Outlines The Asymmetrical Risk From A Trump Trade Unwind

The best strategist on Wall Street, Deutsche Bank’s Aleksandar Kocic, has returned from a brief hiatus and given what we’ve seen over the past 7 days in terms of nuclear saber rattling and the dissolution of America’s democracy, not a moment too soon. 582 more words

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Cohn-Heads

It was all about Coneheads on Wednesday.

See, here’s the thing: Gary Cohn is seriously considering whether it’s a good idea to stand around and play music on the deck of the Titanic rather than fighting for one of the few remaining life boats. 699 more words

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As White House Denies Gary Cohn 'Rumor', Market Gets 'Crash' Preview

So, just to be clear, you don’t need to be political scientist or a particularly keen market observer to know that if Gary Cohn quits on Trump, risk assets are likely to sell off, the dollar is likely to plunge, and yields are likely to fall precipitously. 1,027 more words

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Borrowed Time.

So today, soup quit on Donald Trump. And so did Scotch Tape.

#3M all these years, Scotch Tape has been plotting against us all. now the secret is revealed for all to see.

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July Fed Minutes: Highlights And Summary

Ok, well if you needed an interesting setup for the Fed minutes, you got one.

The backlash from Trump’s Tuesday afternoon meltdown in New York effectively forced the President to dissolve his Manufacturing Council and Strategy & Policy Forum as CEO after CEO defected in protest. 800 more words

10Y

Stocks Fall, Gold Spikes As Trump Ends Manufacturing Council

It looks like the market might finally be realizing that politics matter. 

Because just as this tweet hit…

Rather than putting pressure on the businesspeople of the Manufacturing Council & Strategy & Policy Forum, I am ending both.

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