Black Town cars.
Handicap, you rump swap. Why the silence? You work election night? Any stories or thoughts?
I think some guys got margin called during that 24 hours. I also think some hedges went busto leaning the wrong way. But that's just my sunny disposition at work.
You, the risk manager, would be THE GUY to get his nose broken.
Interest-rate futures indicate a 92% chance of at least a 25 basis-point increase next month. I am short the tech and FANG type high multiples. I can't put together Trump's trillion dollar deficit spending with inflation and bonds.
I know he called out Obama and Yellen over holding rates for Hillary and the bubble. But higher rates don't jive with his dreams of his own stimulus.
This ain't Reagan era stuff. I am completely unable to create a vision in my head as to what is going to happen. I know he was speaking in parables about the wall and all that. Trust me I ain't that stupid. NAFTA sure.
I have to let the charts show me the way. Good times are coming regardless. If I had a dog his name would be VIX.
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