Frontrunning: August 5
Second Ebola patient to arrive in U.S. on Tuesday (Reuters)Ebola Drug Made From Tobacco Plant Saves U.S. Aid Workers (BBG)Egypt plans to dig new Suez Canal costing $4 billion (Reuters)Apple Buybacks...
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Three Chart Alarm: The Fed Has Set-Up The Corporate Bond Market For A Big Fall
Submitted by David Stockman via Contra Corner blog,The three charts below [eerily similar to the ones we presented here], which appeared in the Wall Street Journal, are still another reminder that the...
View ArticleFrontrunning: August 6
So that's what Obama meant by "costs"- Italy Recession, German Orders Signal Euro-Area Struggle (BBG)Russia worries, weak German data weigh on Europe (Reuters)Hedge Funds Betting Against Banco Espírito...
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Wall Street Isn't Fixed: TBTF Is Alive And More Dangerous Than Ever
Submitted by David Stockman via Contra Corner blog,Practically since the day Lehman went down in September 2008 Washington has been conducting a monumental farce. It has been pretending to up-root the...
View ArticleFrontrunning: August 7
Russia bans all U.S. food, EU fruit and vegetables in sanctions response (Reuters)Snowden receives three-year Russian residence permit (Reuters)Headline of the day: Europe's Recovery Menaced by Putin...
View ArticleFrontrunning: August 8
Pope Francis calls for action as Iraqi Christians forced to flee (Reuters) Richest Russians Deprived of Luxury Foods by Putin’s Ban (BBG)Exxon Drilling Russian Arctic Shows Sanction Lack Bite...
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If You Believe The Oil Bull Market Is Over, This Is How To Monetize Your...
CNBC reports" Why some investors think oil's bull run is done", as excerpted:The crude oil market has seen dramatic spikes starting with the Arab Spring in 2010 and continuing into this past June, but...
View ArticleFrontrunning: August 18
Yellen Dashboard Warning Light Glows as Millions Work Part Time (BBG)More US drones boosting global GDP: Unidentified war planes, explosions heard in Libyan capital (Reuters)London Home Asking Prices...
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US To Sue Angelo Mozilo, Again
Nearly a decade after Countrywide was sold to Bank of America in what has become the worst M&A deal of all time, bar none, having resulted in tens of billions of legal charges for Bank of America...
View ArticleFrontrunning: August 26
That will teach the UAE who's boss: U.S. Won’t Consult Syria on Militant Strikes: White House (BBG)Putin Set to Meet Poroshenko as Ukraine Tensions Escalate (BBG)... but the de-escalation algo?Tim...
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(Un)Comfortable Myths About High Yield Debt
Submitted by Pater Tenebrarum of Acting-Man blog,Update on Global High Yield Debt Issuance VolumesHere is a small addendum to our recent articles on the corporate debt bubble (“A Dangerous Boom in...
View ArticleFrontrunning: August 27
Islamic State executes soldiers, takes hostages at Syria base (Reuters)Buffett Burger King Funds Flip Obama’s Inversion Calculus (BBG)Equities Reach Record $66 Trillion as S&P 500 Hits 2,000...
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European Bond Market: Bubble of all Bubbles!
By EconMatters European Bond Rush Right now investors in European Bonds are running over each other all in an effort to front run what the Big Banks have been begging the ECB to begin a bond buying...
View ArticleFrontrunning: September 3
Confusion as Ukraine and Russia announce progress towards peace (Reuters)... but not for stock buying algos, they know everythingObama Expresses Skepticism About Possible Ukraine Cease-Fire...
View ArticleFrontrunning: September 4
Global stocks bounce on sign ECB could launch ABS program (Reuters)Putin unveils Ukraine ceasefire plan, France halts warship (Reuters)Poroshenko Flummoxes Investors With About-Face on Truce (BBG)No...
View ArticleFrontrunning: September 5
Euro left reeling after ECB's liquidity splurge (Reuters)Coalition Emerges to Battle Islamic State Militants (WSJ)Ukraine Gas Chief Takes on Gazprom in Race With Winter (BBG)Nato leaders fail to agree...
View ArticleFrontrunning: September 8
Scotland split jitters send sterling to 10-month low (Reuters)S&P 500 Beating World Most Since 1969 Doesn’t Spark Flows (BBG)Happy ending guaranteed: Vietnam building deterrent against China in...
View ArticleFrontrunning: September 9
Showtime for Apple: Big phones, smart watches and high expectations (Reuters)Bank of England Gov. Mark Carney Signals Spring Rate Rise (WSJ)Quebec Shows Scots Question Returns Even If Answer Is No...
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A Historic First: Bank Of Japan Monetizes Debt At Negative Rates
First, Europe infamously shifted to a NIRP and now Japan has begun NIRP monetization. As WSJ reports, Tuesday marked another milestone in the topsy-turvy world of monetary easing in Japan: The Bank of...
View ArticleFrontrunning: September 10
British PM begs Scots: Don't rip apart our UK 'family of nations' (Reuters)Obama has become Bush: Obama’s Task: Rally U.S. Public, Allies in Terror Fight (BBG)Alibaba's record IPO covered after first...
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