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Answers I Really Want to Know: What Are The Brokers Telling Us?


Are we sure that Goldman Sachs really danced between all those raindrops that hit every other broker?

  • What if this chart below is breaking out and yet has the highest short interest I've seen in my career? What if it might also happen to be the instrument most poised to benefit from a risk unwind trade? Would you have a yen, and a Yen?

    Click here to enlarge.

  • How does Toddo always have so many great questions for himself? I'm already fatigued.

  • Why is this even a debate? Debate is actually a pipe dream at this point, his notion is so lonely that I often wonder if we in the U.S. realize we are competing for businesses that can increasingly open with any address? When recently updating my Kaizen vs. Complacency notes, I had to consider not if our headwinds have grown, but by how much?

  • Comparing the BTU output for each, we're way out of bounds on Natural Gas price versus Crude Oil price compared to each other. Perhaps you'll recall when that stuff mattered. You know, fundamentals. Which one is going to flinch?

  • With Pepe's logo, I wonder now more than ever how does that beautiful mind always have exactly five things swimming in it every day?

  • Are we sure that Goldman Sachs (GS) really danced between all those raindrops that hit every other broker? Do they still have the smartest guys in every room? Noticing that many of their former chiefs now run other country's finances around the world, could this be our most important export? Could one of them be teaching a new capitalist how to use a strong currency to buy cheap dollar based assets as I type this?

  • After a monster run of out-performance in the U.S. of Small-Cap over Large, I'd take a long look at which one just slipped into a provocative new red dress (now down on the year), as of this week, on a year-to-date basis. Below is the past 4+ years…

    Click here to enlarge.

  • Small is… ahem… getting smaller. As my favorite current TV personality, Leon (from Curb), would ask: "You mean I should flip his... ?"

    Click here to enlarge.
    The chart above is from this summer through yesterday.

  • Sovereign wealth investment funds have piled up to more than $2 trln according to Merrill Lynch, and are already investing more money than every hedge fund in existence according to Morgan Stanley. Are these other numbers coming out of the brokers more important, longer term, to handicap the direction of equities than the numbers everyone is staring at right now on those brokers' books instead?

  • With the Consumer Discretion Sector solidly in second place behind Financials as the worst year-to-date performers (-9% and -18% respectively) shouldn't somebody tell the consumers still willing to wait in line for Eagles season tickets, currently a 4,000-year wait?
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Position in yen.
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