What's Going Down In China Is Very Dangerous – Part 1

"...the country’s propagandists took censorship to such an embarrassing level in attempts to portray the decision as widely popular amongst the masses, it merely served to betray that opposite might be true..."

  • Feb 28, 2018 7:45 PM

Are FANG's Days Numbered?

If a comparison to a dotcom foursome holds true, the rally in the vaunted F.A.N.G. stocks may be coming to an end.

  • Feb 26, 2018 9:30 AM

Frontrunning: February 23

  • China seizes control of Anbang Insurance as chairman prosecuted (Reuters)
  • How Deal-Hungry Anbang Went From Waldorf to Woe (BBG)
  • Anbang and the Financialization of China’s Economy (WSJ)
  • Trump’s Stance on Gun Laws Raises Pressure on Congress (WSJ)
  • Chance of halting Brexit now close to 50:50, says leading campaigner (Reuters)
  • Feb 23, 2018 8:34 AM

Frontrunning: February 19

  • Russian Curler Fails Drug Test, Authorities Explore Sabotage Possibility (WSJ)
  • Here’s Who Is Winning in the Pyeongchang Winter Olympics (BBG)
  • U.S. Oil Exports Go Up a Gear as Supertanker Sets Sail for China (BBG)
  • Iranian Airline Bought U.S. Jet Parts Through Front Firms (WSJ)
  • One CEO Says Dalio Will Lose on European Bank ‘Big Short’ (BBG)
  • Feb 19, 2018 9:02 AM

Asia, S&P Futures Rally, Europe Falters With US, China On Holiday

With the US on holiday for President’s Day and many Asia markets still closed for Lunar New Year holidays, it has been a quiet start to the week, even as last week's dollar turbulence has resumed, while S&P futures are doing their best to levitate without anyone manning the controls.

  • Feb 19, 2018 6:44 AM

Frontrunning: February 14

  • Stocks Gain, Treasuries Steady Before Key Inflation Data (BBG)
  • AT&T Targets DOJ Antitrust Chief in Time Warner Fight (WSJ)
  • German SPD leader invokes Europe to sell coalition deal with Merkel (Reuters)
  • Why Today Could Be Huge for the VIX (BBG)
  • South African police raid Gupta home, ANC to sack Zuma via parliament (Reuters)
  • Feb 14, 2018 7:53 AM