Archive - Oct 25, 2015

Tyler Durden's picture

The Death Of Europe





European leaders talk about two things these days; preserving European values by taking in Muslim migrants and integrating Muslim migrants into Europe by getting them to adopt European values. It does not occur to them that their plan to save European values depends on killing European values.

 

Tyler Durden's picture

"How Would One Position For One Final Melt-Up On Wall Street"? - Here Is BofA's Answer





"It could simply be 1998/99 all over again. After all, a “speculative blow-off” in asset prices is one logical conclusion to a world dominated by central bank liquidity, technological disruption & wealth inequality. What worked back then? What rose from the rubble of 1998? How would one position for one final melt-up on Wall Street..."

 

Tyler Durden's picture

The Mechanics Of The Fed As Seen By The Eurodollar Curve





Eurodollar curve captures the mechanics of Fed expectations in a simple way. Away from the very front end, the curve dynamics is displays a rather rigid structure where a single risk premium parameter explains bulk of the spreads movement in different sectors of the curve. Typically, in anticipation of Fed hikes or cuts, the market makes up its mind about the terminal Fed funds (Greens) and begins to price in the rates path around that. The more aggressive the initial hikes are, the less they will have to do later

 

Tyler Durden's picture

Chinese Stocks Rise To 2 Month High Following PBOC's Rate, RRR Cut But Copper, Crude Struggle





China's key index, the Shanghai Composite, was is up over 1%, or 40 points in early, to just under 3,500 - the highest in 2 months, a gain which however is well below Friday's pre-rate cut gain and if prior rate cut history is any indication, not to mention the weak reaction by commodities on Friday (continuing into today, where WTI turned green by the smallest of margins just seconds ago we would not be surprised to see China's stocks sliding back into the red very shortly as "sell the news" concerns return, and as the increasingly more addicted "markets" demand even more liquidity from central banks just to stay unchanged, let alone rise to new all time highs.

 

Tyler Durden's picture

Paul Craig Roberts Slams Western Press-titution





A majority of Americans live in a fake world created by propaganda. They are disconnected from reality.

 

williambanzai7's picture

KiM JoNG JuaN...





Brirriant!

 

Tyler Durden's picture

Europe "Crosses Rubicon" As Portugal Usurps Democracy, Bans Leftist Government





"It is my duty, within my constitutional powers, to do everything possible to prevent false signals being sent to financial institutions, investors and markets"...

 

Tyler Durden's picture

Crisis Alpha & Why Volatility Is The 'Only' Asset Class





There is a tiresome debate as to whether or not volatility is an asset class. Let us end that debate... Volatility is the ONLY asset class. We are all volatility traders and the only question is whether we realize it or not.  If you disagree do me a favor and imagine you are an alien that just landed on earth and you know nothing about investing.

 

Tyler Durden's picture

"If We Don't Find A Solution Today, It's The End Of The European Union" - Refugee Crisis Hits Tipping Point





"If European leaders fail to agree a plan to counter the sudden inflows of refugees, it could mean the end of the European Union. If we don't find a solution today, if we don't do everything we can today, then it is the end of the European Union as such," Prime Minister Miro Cerar said. "If we don't deliver concrete action, I believe Europe will start falling apart."

 

Tyler Durden's picture

"The Distress Is Showing Up" Credit Managers Index Plunges To Recessionary Levels





While even the mainstream media is now aware of the 'turn' in the credit cycle and the decoupling of high-yield credit markets from equity (and equity protection) markets, there is a lot going on under the surface of the broad lending (and borrowing) markets that warrants serious concern.

 

Tyler Durden's picture

Caption Contest: "Damn It Feels Good To Be A North Korean Dictator"





Fall asleep and face the anti-aircraft guns...

 

Tyler Durden's picture

The Drone Debate: Do US Drone Strikes Create More Terrorists Than They Kill?





"Anyone caught in the vicinity is guilty by association. When a drone strike kills more than one person, there is no guarantee that those persons deserved their fate. … So it’s a phenomenal gamble.”

 

Tyler Durden's picture

Overstock Holds 3 Months Of Food, $10 Million In Gold For Employees In Preparation For The Next Collapse





"What do we do as a business so that we would be prepared when the next crash happens. One thing that we do that is fairly unique: we have about $10 million in gold, mostly the small button-sized coins, that we keep outside of the banking system. We expect that when there is a financial crisis there will be a banking holiday. I don't know if it will be 2 days, or 2 weeks, or 2 months. We also happen to have three months of food supply for every employee that we can live on."

 
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