And Just Like That... The Mueller Investigation Was Over

"Mueller doesn’t have a case and he knows it. Now he will save face by passing off the investigation to underlings... Meanwhile, the rest of us get respite - until the next drummed up load of horse manure masquerading as high crimes and misdemeanors appears on the scene. "

  • Jun 24, 2018 8:55 PM
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BofA's "Charts Of Darkness"

Relative to consensus we remain bearish on financial assets. We believe peak asset Prices in 2018 are consistent with peak investor Positioning, peak corporate Profit expectations, and peak Policy stimulus

  • Jun 24, 2018 7:10 PM
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Merkel's Troubles Began In Syria And End In Italy

"Simply put, there is a perfect storm now arising in Europe as the consequences of a number of policies converge into this period of time...It looks like we are entering the end of Merkel-ism in Europe. "

  • Jun 24, 2018 5:55 PM
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