"I did try and fuck her. She was married. And I moved on her very heavily. In fact, I took her out furniture shopping. She wanted to get some furniture. I said, "I'll show you where they have some nice furniture." I took her out furniture—I moved on her like a bitch"
And when the U.S. could count on other failed states to abdicate responsibility towards the planet:
For the past year since the election, global capital has been chasing the strongest currency, from the U.S., to Europe, and finally to Emerging Markets. Now it's time to go back to Japan...
"If you don't know who the turkey is when you're taking the advice of Wall Street, then it's you"
“Late-cycle optimism” is the chief theme underpinning the bank’s seven top trade theses
[You can stop me any time]
"Here are the Goldman team’s seven highest-conviction calls for 2018:"
"The strategists recommend positioning for four 2018 Fed hikes and a rising term premium by shorting 10-year U.S. debt"
This was the 2011 Fed rolloff experience gone bad:
"A rising term premium is at odds with what generally happens during Federal Reserve tightening regimes, but Goldman says things are different this time"
"Goldman, recommends a long position in the MSCI Emerging Market Index"
In other words, make a bet on the Hong Kong IPO market continuing to go vertical forever...
Compounding the 2015-style risk will be a bet on imaginary European reflation:
2008 Redux: "Global reflation"
Late Cycle Optimism
Big Cap Tech
2017 Late Cycle Melt-Up Redux
aka. Another Japanese election