"I think our dollar is getting too strong, and partially that’s my fault because people have confidence in me”  Trump

Trump: U.S. currency is already “too strong”

“the entire developed world is insolvent.”

Kuroda:  "whatever it takes"

“...there are signs that monetary policy in the United States and other industrial countries is reaching its limits”  Bernanke

“Everyone is in a currency war and inflation expectations are collapsing”  Edwards

“There is now $7 trillion of government debt with yields below zero globally”

“The Chinese government is going to look after the interests of most of the people, most of the investors”  ~  Li

“We have the power to act. We have the determination to act. We have the  commitment to act”...There are "no limits" to how far the ECB will go  Dranghi

“Every time I saw a bumper sticker which said, 'Where's my bailout?' it hurt”

“For an individual to fix Libor is a crime. For a central bank to suppress European bond yields is an act of financial statesmanship.”

“We should not make the mistake of believing that we have put an end to financial crises”  Fisher

“Lehman Brothers in 2008 was not a bankrupt company”  Fuld

“If I had an easy way, and a non-risk way, of shorting a lot of 20-year  or 30-year bonds, I would do it. But that's not my game. It can't be  done in the quantity that would make sense for us”  Buffett

“Like lemmings at the cliff’s edge, central banks seem steeped in denial of the risks they face.”

“There’s an increasing number of global investors who are starting to lose trust in the world’s central banks”  Rosenberg

“Investors around the world are shocked, shocked that the monetary wizards may have run out of magic tricks to revive global economic growth”

“I  hope we can all agree that once-in-a-century emergency measures are no  longer necessary five years into an economic recovery" Druckenmiller

"Now we are in a completely different world”  Draghi

“There were no fingerprints of an easy money policy in the marketplace”  Greenspan

“There are increasing signs quantitative easing has overstayed its welcome”

“We have to turn the page on the bubble-and-bust mentality that created this mess”


asep142017aGasoline, rents boost U.S. consumer inflation; weekly jobless claims fall  Reuters
“False Peace” for Markets? A Trader Is Betting Millions on It  NYT
Faber: Trump's policies make me 'obviously not optimistic about the US dollar'  C
Fed Officials Admit They've Lost Some Credibility on Inflation  BL
Our fiscal policy assumptions: An update (PDF)  Wells Fargo
Bank of America Stumbles On A $51 Trillion Problem  ZH
A shallow pool of safe assets  AEA
The looming reversal of QE could put a major dent in Trump's budget  BI
How was the Quantitative Easing Program of the 1930s Unwound? Jaremski, Mathy
Bitcoin Doubts and Buffett Criticisms  Levine
Free week of expert forecasts and new trading opportunities  EW
corpandaccountffTrump administration orders purge of Kaspersky products from U.S. government  R
Trump bars Chinese-backed firm from buying U.S. chipmaker Lattice  Reuters
Shkreli ordered jailed after online bounty on Hillary Clinton's hair  Reuters
Analysts Keep Saying Buy, and Equifax Keeps Plunging  BL
Equifax suffers fresh data breach  BBC
Three beaten-down stocks that fit Warren Buffett’s patient investor style  G&M
Ex-UBS Trader Accused by U.S. of Manipulating Metals Prices  BL
Bitcoin is in a bubble, and here's how it's going to crash  CNBC  McAfee
Bitcoin slides on 'fraud' warning from Dimon - JPM Doubles Down - Crudele - Smith
Bitcoin Tumbles as Chinese Exchange Says It Will Halt Trading BL
Bitcoin investors could lose all their money, FCA warns  Guardian
globalandother2China Home Sales Grow at Slowest Pace in Almost Three Years  BL
China's Steel Mills Run at Full Tilt as Output Reaches New Peak  BL
UK housing market slump continues due to Brexit uncertainty  Inde
Darling: Brexit would not have happened without banking crisis  Guardian
North Korea faces food shortages after intense drought and 'very bad harvest’  CNBC
North Korea Threatens to Use Nuclear Weapon to ‘Sink’ Japan   BL


Sept 20  Bullish Buffett’ Pulpit  FallStreet