Frontrunning: March 13

  • Trump ousts Rex Tillerson as secretary of state (WaPo)
  • Stock futures jump after data dims fears of inflation overheating (Reuters)
  • Bond Market’s Most Feared Traders Threaten Treasuries Once Again (BBG)
  • Russian military says will respond if U.S. strikes Syria (Reuters)
  • Mar 13, 2018 9:09 AM
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Frontrunning: March 6

  • Stocks Rise as Trump Tariff Plan Faces Opposition (WSJ)
  • North Korea Floats Scrapping Nukes, Opening Door to U.S. Talks (BBG)
  • Tariff Plan Creates Rift in the GOP (WSJ)
  • Florida state Senate votes against arming most classroom teachers (Reuters)
  • U.S. primaries start with Democratic push in Texas (Reuters)
  • Mar 6, 2018 8:00 AM
  • 3

How Amazon Can Blow Up Asset Management

Jeff Bezos’ disdain for Wall Street is well known, so it’s surprising that he doesn’t appear to have set his sights on asset management. If Amazon could decimate bricks and mortar retailers, what might happen to the asset management industry, where 35% operating margins are the norm?

  • Mar 5, 2018 7:20 PM
  • 29

Prisons Of Pleasure Or Pain: Huxley's "Brave New World" Vs. Orwell's "1984"

"Sadly, Big Brother is here to stay and, with time, he will only grow more bigly; regardless of any transitory elected politicians in the governments of the world's 'sovereign' nations today. Although Aldous Huxley and George Orwell valiantly spun fictional narratives in order to warn the real world’s future citizens, they were not alone in their efforts... consider JFK's 'Secret Society' speech..."

  • Mar 2, 2018 12:05 AM
  • 54

Gartman Is Short Again

"As the day ended we increased our short derivatives position sufficient in size to have us end marginally net short."

  • Feb 28, 2018 9:20 AM
  • 49

Someone Stole Steve Wozniak's Bitcoins

"I had seven bitcoins stolen from me through fraud. Somebody bought them from me online through a credit card and they cancelled the credit card payment. It was that easy!

  • Feb 26, 2018 6:05 PM
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