"Try not to become a man of success but rather try to become a man of value." - A.E.
New York, NY
Joined August 2015
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Christopher Lutton retweeted
I will be live on @RealVision at 1pm EST / 10am PST
urldefense.proofpoint.com/v2…
I listened but still a software-only fix; where is a simple override switch on the yoke? Or a more accessible circuit breaker?
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um....
*WILLIAMS: ECONOMISTS ARE NOT VERY GOOD AT PREDICTING RECESSIONS
9 seconds later...
*WILLIAMS DOES NOT SEE ELEVATED RISK OF RECESSION IN 2019, 2020
*AMERICAN AIR PILOTS URGE CAUTION IN FAA REVIEW OF 737 MAX
*PILOTS UNION TELLS REGULATORS `DON’T RUSH' IN APPROVING UPDATE
vs.
*FAA'S ELWELL SAYS PILOTS GOT ENOUGH TRAINING ON 737 MAX
*FAA SAYS CAUSE OF CRASH STILL NOT COMPLETELY CLEAR
Probably good pilots added to this convo..
#BRL Is 3.0% positive carry sufficient to go long BRL here at this point in the cycle?
$AUD spot still ~6/7 big-figures below its 20yr avg (so, fairly middle of the road). But fwd points haven’t been this negative since 2000 when spot was in the 0.50s. AUD still looks supported around 0.70. Any thoughts why?
*TRUMP HAS ASKED STEPHEN MOORE TO ACCEPT FED NOMINATION: WSJ
*STEPHEN MOORE SAYS HE HASN’T BEEN `FORMALLY' OFFERED FED SEAT
Gotta chuckle....
hmm..I'd say most are already very long both beta & real estate so not sure they can take much comfort knowing they've got an extra 12mths. Note: New Home Sales moved higher into the 2000/2001 recession & was largely immaterial when fed went from 6.5% to 1.75%
Someone is always guilty and Potus wants heads. Recent villains like Powell, Mueller, Dems, dollar, OPEC, China, EPA, Bezos, the NFL don't fit the narrative. This time we're going after intelligent people; they're always tinkering and screwing things up! No more innovation!
All that risk-on since December. Tell me you can't see it in US 2s10s swap curve? I've circled it so you can see it....looks like the beginning of a real change in trajectory....
As I watch Kudlow repeatedly beat the "buy stocks b/c deal is coming" drum, I can't help but notice $AUD looks sick. Everything post Powell pivot & China stimulus should be equivalent to using a defibrillator to their currency. But with each shock, there is only temporary life...
Precisely my sentiment earlier this morning...what is the end game #EMFX
Alright, pains me to see this setup but stock market seems very interested in waking up the bond bears. If S&P is heading back to Sep highs, then seems bond yields will too. Get ready for some deja vu...#EM #Credit #mortgages
*CLARIDA: U.S. YIELD CURVE INVERSIONS ARE RARE, NOT INVERTED NOW
*Fact Check
UST: 2yr 2.50% --> 5yr 2.46%
US Swaps: 2yr 2.59% --> 7yr 2.57%
pedant n. person who puts unnecessary stress on minor points of learning, displaying a scholarship lacking in sense of proportion.
