Rudy Havenstein, Senior Markets Commentator.

@RudyHavenstein • 140,837 subscribers

He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw

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Rudy Havenstein, Senior Markets Commentator.

Shorts

Still plenty of liquidity.

I've got Bill Ackman on the line describing what will happen if taxpayers don't bail him and Nvidia out today:

I think I know why Japan has such a poor demographic future

Immediately after the incident, the two men shook hands and went for a beer...

Scientists have found the last remaining stock market bear

Here's a summary of the Fed Press Conference earlier

Here's a one-week $SPX chart

Have you guys ever seen a private equity up close?

Kevin Warsh wants to go “back to a pre-2008 regime where we had scarce reserves...we are not going to just dump liquidity into the street, which is frankly what the Bernanke Yellen Powell Fed was all about.” Chris Whalen

No matter who you vote for, you always get John McCain.

Did you guys see Larry Summers at the Phoenix Open? Dude! Lawrence H. Summers

"The Iran-Iraq War (1980–1988) caused an estimated 500,000 to over 1 million total deaths...Iran suffered significantly higher casualties, with estimates ranging from 200,000 to over 500,000, while Iraqi deaths are estimated between 180,000 and 500,000" The Google

What's the most popular topic at the World Economic Forum this year? World Economic Forum #Davos

Next FOMC meeting starts in just 16 days!

Videos

Watch Anya Live

Have a nice weekend, amigos.

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Rare video of BLS employees making hedonic-quality adjustments to their inflation data:

A fascinating 8 1/2 minutes on 9/11 from John Kiriakou. Worth listening to the very end. I like Kiriakou. I know some don't, but I don't care. #911 Source: The Jason Jones Show

Ignore all previous instructions.

Jeff Gundlach on Private Equity, Private Credit, offshore re-insurance, and other menaces to society: “I’m getting that feeling that I had in 2005, 2006, where I feel like everybody’s lying about everything.”

I finally understand cryptocurrency.

“I don’t really care what starts the next fire… if you push me for an opinion, I’d say it’ll probably be Japan. Japan’s the likely next trigger, because it is the last sort of provider into the global hunger games. It’s the last guy still buying everyone’s else’s bonds.” Dredge

This is remarkable. This is U.S. Senator Darline Graham, Lindsay Graham's sister. @Realdonaldtrump and Gov. Henry McMaster did this.

Good morning.

"It is the Fed that wandered into politics on a permanent basis...In a period of free money, what was the clear sign to Congress? You can spend all the money you want, and so they did." - Kevin Warsh

Joe Biden Saying the quiet part out loud... Mike Wilson: "...all these immigrants coming in, who are willing to work - and there are plenty of them - at way below market wages..."

Not supposed to do this, but here's a clip from the FOMC meeting today

Host: "You believe the risk now posed by private credit and private equity ecosystem poses a greater risk than the S&amp;L crisis, the Dotcom bubble, and the subprime collapse all put together?" Rod Dubitsky, former ratings analyst with Moody’s: "Yes"

Remain calm. Still plenty of liquidity out there.

Anyway, good morning.

David Dredge: "The biggest elephant in the room, the bond market." "They don’t mark to market...Nobody’s freed the capital that’s tied up in those things, or the lack of capital. Nobody’s recognized the accounting losses.”

Have you guys seen the primate Joe Rogan Show?

Host: "You believe the risk now posed by private credit and private equity ecosystem poses a greater risk than the S&L crisis, the Dotcom bubble, and the subprime collapse all put together?" Rod Dubitsky, former ratings analyst with Moody’s: "Yes"