• Marc To Market
    01/24/2015 - 10:27
    I have told you the US dollar was going up for months.  Some mocked me.  Others insulted me.  So what?  I tell you the dollar's bull market remains intact.  

Toyota

Tyler Durden's picture

Investment Guide For The American Dystopia: Go Long the 1%, Short The Middle Class





The Long/Short Strategy for the New Reality
1. Go long companies that cater to the 1%.
2. Short companies that cater to the middle class.
3. Go long companies that cater to the poor.

 
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Frontrunning: January 6





  • Average 10-year yield of U.S., Japan and Germany dropped below 1% for the first time ever: Free Money in Bond Markets Shows Global Economy Still Struggling (BBG)
  • Brent falls below $52 as oil hits new five and a half year lows (Reuters)
  • China Fast-Tracks $1 Trillion in Projects to Spur Growth (BBG)
  • Saudi Arabia Raises Price of Main Oil Grade for Asian Buyers (BBG)
  • Oilfield Writedowns Loom as Crude Slump Guts Drilling Values (BBG)
  • Biggest Oil-Rig Drop Since 2009 Spells Tough Year Ahead (BBG)
  • CIA says its inspector general is resigning at end of month (Reuters)
  • Pipeline IPOs Climb on Demand for Returns Immune to Oil (BBG)
  • Natural Gas No Savior for Investors Seeking Oil Refuge (BBG)
  • Euro zone economy ended 2014 in poor shape (Reuters)
 
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Frontrunning: December 19





  • Icahn, Paulson Suffer Large Losses as Energy-Related Bets Sour (WSJ)
  • Oil Investors Keep Betting Wrong on When Market Will Bottom (BBG)
  • U.S. to sell final $1.25 billion shares of Ally Financial from bailout (Reuters)
  • Ally Financial Gets Subpoena Related to Subprime Automotive Finance (WSJ)
  • Russia's parliament rushes through bill boosting banking capital (Reuters)
  • How a Memo Cost Big Banks $37 Billion (WSJ)
  • ECB considers making weaker euro zone states bear more quantitative easing risk (Reuters)
  • How the U.S. Could Retaliate Against North Korea (BBG)
 
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Further Proof That Abenomics Is A Total Disaster: Japan Car Lobby Admits "Sense Of Panic"





"Abenomics is not having clear traction across the country," warned the head of Japan's auto lobby on Thursday as unexpectedly weak domestic sales revealed - yet again - what an utter disaster government policy is. "We feel a sense of crisis about the fact that cars are actually not selling," he exclaimed, saying that, as Reuters reports April sales tax hike was only partly to blame for the domestic sales weakness, citing the government's failure to boost consumption. But, but, but Japanese stocks are up 1000 points in the last 2 days so how can this be?

 
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Frontrunning: December 3





  • Fall of the Bond King: How Gross Lost Empire as Pimco Cracked (BBG)
  • Hong Kong 'Occupy' leaders surrender as pro-democracy protests appear to wither (Reuters)
  • Ashton Carter, Ex-Pentagon No. 2, Emerges as Obama Favorite for Defense Secretary (WSJ)
  • Oil, the Ruble and Putin Are All Headed for 63. A Russian Joke -- for the Moment (BBG)
  • New U.S. oil and gas well November permits tumble nearly 40 percent (Reuters)
  • Swedish government on brink of collapse (AJ)
  • China says Britain has no moral responsibility for Hong Kong (Reuters)
  • Indian Labs Deleted Test Results for U.S. Drugs, Documents Show (BBG)
 
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"Now That's What I Call A Bubble"





"Then when the [Bank] called time and the bubble began to deflate, everyone watched in disbelief as layer upon layer was painfully peeled back and the mess of what had really been going on became plain for all to see."

 
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Frontrunning: November 19





  • Yellen Inherits Greenspan’s Conundrum as Long Rates Sink (BBG)
  • West African Mining Projects Take Hit From Ebola Crisis (WSJ)
  • Saudi oil policy uncertainty unleashes the conspiracy theorists (Reuters)
  • Senate Rejection of Keystone XL Measure Sets Up 2015 Showdown (BBG)
  • Ferguson, Missouri, remains on edge ahead of grand jury report (Reuters)
  • Putin Said to Stun Advisers by Backing Corruption Crackdown (BBG)
  • Italian ‘Invasion’ Has Swiss Fuming as Immigration Vote Looms (BBG)
  • Apple and Others Encrypt Phones, Fueling Government Standoff (WSJ)
 
Tyler Durden's picture

Frontrunning: November 5





  • From Yes We Can to Probably Not (BBG)
  • How Mitch McConnell did it (Politico)
  • Tough road ahead for Obama after Republicans seize Senate (Reuters)
  • Election 2014: Who were the big winners and losers? (USA Today)
  • GOP Senate Takeover Puts Fed on Hot Seat (WSJ), and other fables
  • GOP Won by Recruiting the Right Candidates (WSJ)
  • McCain could shake up U.S. defense in powerful new Senate role (Reuters)
  • Investors Pulled Record Amount From Pimco’s Flagship Fund in October (WSJ)
  • Taliban group threatens to attack India following border blast (Reuters)
  • Oil Import Decline to U.S. Revealed by Louisiana as Truth (BBG)
 
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Ottawa Shooter Idenfitied As Canadian National Michael Zehaf Bibeau, Whose Passport Was Recently Seized





Moments ago CBS News reported, citing Law enforcement and U.S. Government sources, that the shooter in today's tragic Ottawa incident was Michael Abdul Zehaf Bibeau, born in Canada in 1982. One source says he sometime dropped the name Michael and went by Abdul Zehaf Bibeau. At other times he apparently dropped the Abdul. In a report from the Muslim Issue, Zehaf-Bibeau is said to be reportedly of Algerian descent.

 
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A Caliph In A Wilderness Of Mirrors





"He's invincible. He beheads. He smuggles. He conquers. He's the ultimate jack-of-all-trades. No Tomahawk or Hellfire can touch him. He always gets what he wants; in Kobani; in Anbar province; with the House of Saud (which he wants to replace) trying to make Putin (who he wants to behead) suffer because of low oil prices..."

 
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Frontrunning: October 16





  • Dallas County May Declare State of Disaster From Ebola Virus (BBG)
  • Markets on edge after worst turmoil in four years (Reuters)
  • Central bankers may have no quick fix as markets swoon, economy weakens (Reuters)
  • Risk of Deflation Feeds Global Fears  (Hilsenrath)
  • U.S. health official allowed new Ebola patient on plane with slight fever (Reuters)
  • Texas Hospital Fights Allegations About Ebola Protocols (BBG)
  • Treasuries Gain as Oil Drops Below $80 While Stocks Slide (BBG)
  • Greek Bonds Slump on Bailout Concern as Spain Misses Sale Target (BBG)
  • White House shifts into crisis mode on Ebola response (Reuters)
  • Obama Confronts Slippery Slope as Islamic State Advances (BBG)
 
Tyler Durden's picture

Frontrunning: October 15





  • M&A Bubble is bursting: AbbVie Says It Reconsiders Merger Pact With Shire (WSJ)
  • Winner of bad headline timing award: Spinoffs Could Set Stage for Next Merger Wave (BBG) - and now wait for the spinoffs getting pulled
  • Record mortgage settlement pushes Bank of America into third-quarter loss (Reuters)
  • Korea joins the Japan currency war: Bank of Korea Cuts Base Rate (WSJ)
  • Double Irish’s Slow Death Leaves Google Executives Calm (BBG)
  • Global Oil Glut Sends Prices Plunging (WSJ)
  • Slow Rise in Prices Shows China’s Economy Is Still Struggling (WSJ)
 
Tyler Durden's picture

Frontrunning: October 14





  • No Happy Ending for Investors in Central Bank Fairy Tale (BBG)
  • Ebola Response Strains Hospitals (WSJ)
  • Obama, foreign military chiefs, to thrash out Islamic State plans (Reuters)
  • Draghi’s ‘Whatever It Takes’ Plan on Trial at EU Court (BBG)
  • Too-Big-to-Fail Banks Face Up to $870 Billion Capital Gap (BBG)
  • Iran’s Message to World: You Need Us to Fight Islamists (BBG)
  • Facing new oil glut, Saudis avoid 1980s mistakes to halt price slide (Reuters)
  • Ukraine Grannies Outprice Banks on Hryvnia Black Market (BBG)
  • HK police use sledgehammers, chainsaws to clear protest barriers, open road (Reuters)
  • Gazprom Quarterly Net Rises 13%, Misses Estimate on Ukraine Debt (BBG)
 
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Chinese Car Sales Grow At Slowest Pace In 19 Months





According to Bloomberg, China’s vehicle sales grew at the slowest pace in 19 months in September as demand for trucks and buses slumped with the weaker economy. Total vehicle sales, which include passenger and commercial vehicles, rose 2.5 percent from a year earlier to 1.98 million units, the China Association of Automobile Manufacturers said today. That was the slowest pace since February 2013.

 
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As Monday Looms, Experts Warn Japan's Half-Trillion Dollar Fat-Finger-Trade "Could Absolutely Happen" In The US





Just over a week ago, the Japanese stock market participants were stunned when stock orders amounting to a whopping $617 billion (yes Billion with a B) - more than the size of Sweden’s economy - were canceled for reasons still unknown in what was one of the biggest 'fat finger' trading errors of all time. Since then, US equity markets have suddenly become notably more volatile - and fallen significantly, VIX has seen odd intraday 'spikes', S&P futures saw the very odd 'satan signal', and USDJPY has suffered its worst losses in 3 years. This raises the question of whether US market microstructure is any better than Michael Lewis' Flash Boys' book describes.. (as we head into a bond market holiday, dismal liquidity, and a potential Black Monday), “That could absolutely happen here,” Tabb Group's Larry Tabb warns Bloomberg.

 
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