Boeing

Trump Named As "Risk Factor" In Company Filings 3x More Than Obama

According to the research firm Sentieo, which spent hours and hours of time scouring the "Risk Factor" sections of 10-Ks and 10-Qs, Trump has been about 3x more likely to be cited by a publicly traded company in the U.S. as a "Risk Factor" in his first 100 days in office than was Obama.

Frontrunning: May 5

  • A kinder, gentler Trump for third healthcare try (Reuters)
  • Senate Moves Obamacare Repeal to Slow Lane After House Squeaker (Bloomberg)
  • 14 Players to Watch in Senate Health-Care Overhaul (WSJ)
  • Futures flat ahead of jobs report; IBM drops (Reuters)
  • Oil Stems Losses in Volatile Trading (WSJ)

Oil Fireworks Unsettle Global Markets Ahead Of Payrolls Report

With all eyes on crude, following last night's mini flash crash which sent WTI lower by 3% from just above $45 to under $43 in under 10 minutes, equity markets, generally quiet overnight, have taken on a secondary importance ahead of today's key risk event, the April payrolls report. In global equities, Asian and European stocks are lower, while S&P futures are little changed.

Frontrunning: May 3

  • Fed Rate Rise Unlikely, but Possible June Move in Focus (WSJ)
  • GOP Health-Bill Woes Signal Centrists’ Rise (WSJ)
  • As U.S. and China find common ground on North Korea, is Russia the wild card? (Reuters)
  • North Korea says American was detained for 'attempted subversion' (Reuters)
  • SEC Probes Solar Companies Over Customer Cancellations (WSJ)
  • Slumping Car Sales Are Latest Data to Rattle Bets on Growth (WSJ)

MISOC: The U.S. Military's Secret Brand Of Fake News

If MISOC is manipulating targets into spreading information about ongoing operations using only logic, fear, desire, or other mental factors to trigger specific emotions, attitudes, or behaviors of U.S. civilian populations, this is exactly how it could be done. This is how it has already been done in foreign countries.

Which U.S. States Depend The Most On Foreign Trade?

From the chart, it is clear that the U.S. economy is at least partially reliant on foreign trade. This is especially true for states with major trade hubs and multinational corporations. At the same time, low population states without major trade hubs are not very reliant on international trade.

Frontrunning: April 25

  • Trump’s 15% Corporate Tax Push Sets Stage for Clash With Ryan (BBG)
  • U.S. and North Korea Flex Military Muscles (BBG)
  • Le Pen's father criticizes her presidential campaign as she steps back from party (Reuters)
  • Eight Maps That Explain France’s Macron-Le Pen Election (BBG)
  • Alphabet’s Waymo Offering Families Rides in Self-Driving Cars (WSJ)

David Stockman On The Anything President And The Everything Bubble

"The remaining bullishness and buy-the-dips robo-trading that temporarily sustained the dotcom bubble through March 2000 and the housing bubble through September 2008 will soon give way...  This century’s third great bubble’s days are numbered and in just a few digits."