Tags: Markets

“Blind Faith” Has Ended: The World Is A Complicated Place (And Getting More So)

"I’ve got news for you," warns Bloomberg's Richard Breslow, the world is a complicated place and getting more so, not less… This is not your happy, some would say mind-numbing, environment where the only thing that ultimately mattered was blind faith in the global commitment of central banks to “do whatever it takes”. It will…

Morgan Stanley Warns to Sell the Inauguration While Greatly Increasing 2018 Earnings Forecast

Morgan Stanley is out with a helter skelter note of caution on markets, warning investors to sell the Trump inauguration while upping earnings estimates by 18% for 2018 — citing material upside in earnings and multiple contraction.   Plainly, if what Morgan Stanley says comes to fruition, stocks should trade higher on the backs of…

What 12 ‘Financial Experts’ Predict For The Economy in 2017 (Spoiler Alert: It’s Ugly)

What lies ahead for the economy this year? Will the economy finally collapse as predicted by many or will the early positive signs in stock markets around the world continue and the global economy will flourish? I’ve taken a lot of heat for being “gloomy” and for “fear-mongering” lately when I’ve said that President-Elect Trump…

Collapsing currencies, bond bloodbaths, soaring cost of funds, and crumbling crude… Fuck that! Stock indices are at record highs!!!!   Some context for the recent moves… Russell 2000 Biggest 2 week gain since July 2009 Dow Biggest 2 week gain since Dec 2011 S&P Biggest 2 week gain since Oct 2014 EURUSD Longest win streak…