Friday, January 27, 2017

The Law of Unintended Circus Clowns

Forrest Trump just imploded the U.S. economy. Shit happens...

Trump wants GDP of 4%, so he's only off by 100% on a relative basis. Apparently quantitative tightening (higher bond yields) and strong dollar are not conducive to economic growth. 

Who knew?


Caution: Quantitative tightening in progress. Don't try this at home...


One of these is not like the others...


Well at least the Trump speculative bond short trade isn't overly crowded...




New highs


Oil





Mega cap new highs


Schwab with IPOs