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"2017 Will Be A Tipping Point" - Why Some Think This Is The Next "Big Short"
One week ago we reported that "Mega-Bears Smell Blood As Mall REITs Tumble" in which we wrote that "just like 10 years ago, when the "big short" was putting on the RMBX trade, and to a smaller extent,...
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Tesla Announces $250MM Common Stock, $750MM Convertible Offering, Musk Buying...
In what will hardly come as a surprise, Tesla - which burned half a billion dollars in the fourth quarter - just announced it is raising capital in the form of a $250 million common stock and $750...
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CS and UBS Tell Wealthy Retail Clients To Buy Stocks..."Here, Can You Please...
Warren Buffett has frequently advised aspiring investors to take a contrarian view on markets and "be fearful when others are greedy and be greedy when others are fearful." In fact, being dismissive...
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$34,643 per Coin, Near Term! That's How High A (Forgone Conclusion?) ETF Can...
Someone with over 53 years on Wall Street sent me this article from Lex of the Financial Times...his article is full of errors and misconceptions. I clarified most of them last week in "Why the...
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Deutsche Bank Prices €8 Billion Stock Offering At 35% Discount
Two weeks after Deutsche Bank first announced it would raise €8 billion in capital as part of a comprehensive restructuring, the German lender on Sunday announced the terms of its upcoming massive...
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Credit Suisse "Climbs The Wall Of Worry", Raises S&P Target To 2,500 From 2,350
Following bearish reports from Goldman (which tactically downgraded stocks to Neutral for the next three months just hours before the Fed rate hike), RBC and JPM's head quant Marko Kolanovic over the...
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Trump's Job Approval Rating Drops To Record Low, Breaking Key Correlation
In the first week of February, a Credit Suisse analysis concluded that there was only one chart that mattered to markets: that of Trump's approval rating. As the bank's analyst Lori Calvasina wrote at...
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Deutsche: The Fed Gave Trump Just Enough Rope To Hang Himself With
There has been no shortage of sellside reactions to last week's Fed rate hike, which have run the gamut from congratulatory as per BofA and Credit Suisse, to the outright critical, as we showed last...
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Credit Suisse Shares Tumble On Report It May Sell $3 Billion In Stock
First Deutsche Bank, now Credit Suisse: according to Bloomberg, the second largest Swiss bank, is also preparing to take advantage of euphoric markets and is considering selling stock valued at more...
View ArticleFrontrunning: March 24
Trump Says If Vote on Health Bill Fails, Obamacare Stays (WSJ)Risky House healthcare vote to test Trump's negotiating skills (Reuters)Trump Dares GOP in High-Stakes Vote on Troubled Health Bill...
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Partner At Paulson & Company Jumps To His Death In Midtown Manhattan
A 56-year-old partner at Paulson & Co., who was best known for losing billions of his clients' money to Bernie Madoff's Ponzi scheme when he ran the Fairfield Greenwich fund of funds, leaped to his...
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You Know It's A Global Debt Bubble When...
With analysts noting that markets are "taking the Fed's tightening policy in their stride," demand for emerging-markets debt is so strong that Bloomberg reportsone of Asia's poorest nations is mulling...
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Credit Suisse Offices Raided In Multiple Tax Probes: Gold Bars, Paintings,...
Credit Suisse has confirmed that the Swiss bank, some of its employees and hundreds of account holders are the subjects of a major tax evasion probe launched in UK, France, Australia, Germany and the...
View ArticleFrontrunning: April 3
Buying a Home This Spring Will Be Hardest in Years (WSJ)Senate showdown likely over Gorsuch confirmation (Reuters)‘Nuclear’ Bid to Confirm Gorsuch May Radically Change Washington (BBG)Trump's...
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Futures Flat Ahead Of Yellen As Geopolitical Risks Loom; Fear Barometer Spikes
S&P futures point to a slightly lower open, while Asian and European stocks are likewise modestly in the red. Trading volumes are muted for most markets on Monday with investors spooked by rising...
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American Investors'"Fear" Highest Since Before Trump's Election
While US stocks were relatively stable last week (amid death-feying BTFD rips), investors are paying the most for equity protection since before the U.S. presidential election in November. As...
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Credit Suisse 'Fear' Gauge Nears Record High As Investors Give Up On Upside Hope
We pointed out the surge in 'fear' among professional US equity investors earlier in the week, to near record highs (hit during the Brexit vote) up 8 days in a row. However, while hedging downside is...
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9 Charts Showing Market Bears Are Waking Up
Just when you thought it was safe to stride safely through the forest of stock market investing (hey - banks, Trump, hope, reform, stimulus, earnings, and Trump again); the bears are coming out of...
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"Out Of Cash" - More Than 90% Of India ATMs Run Dry
Five months have passed since the demonetisation drive, but the people of India continue to face a shortage of cash in banks and ATMs. The Times of India reports that more than 90% of the ATMs in the...
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Dollar, Yields, Futures Under Pressure Following Weak US Data; Europe Closed
Following Sunday night's resumption of trade after a three-day weekend, which saw sharp moves lower in US yields, the dollar and the USDJPY after Friday's disappointing CPI and retail sales data and...
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