It is the 20th of August 2017

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Senator Graham: Trump Is Prepared To Strike; "There Is A Military Option To Destroy North Korea"

Appearing on the Today Show earlier this morning, Senator Lindsey Graham (R-SC) said that President Trump has indicated to him that the administration is prepared to strike North Korea to prevent an attack against the U.S.  Pushed on by Matt Lauer on whether a viable military option exists in the region, Graham responded: "They're wrong.  There is a military option to destroy North Korea's program and North Korea itself."

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Netflix Is Spending Twice As Much As Amazon On Content

When it comes to Netflix and its stratospheric (forward) valuation, the thesis is simple: the company is (so far) the undisputed leader in the arena of internet streaming. As the LA Times summarizes, the global streaming giant today boasts impressive stats: 104 million subscribers worldwide, up 25% from last year and almost quadruple from five years ago. Its series and movies account for more than a third of all prime-time download Internet traffic in North America. Its more than 50 original shows garnered 91 Emmy Award nominations this year, second only to premium cable service HBO.

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A Primer On The "Global Sharing Economy" In 20 Charts

This morning, BofA has released a humongous, nearly 200-page "primer" on the global sharing economy which in the eyes of Wall Street and Silicon Valley is the biggest disruptor behind virtually all 21st century business models. Since it is impossible to summarize the report, which will be largely ignored by most of BofA's clients who will instead focus on the hundreds of charts scattered throughout, we will simply summarize the basics as laid out by BofA, and then present some of the more interesting charts, with the remainder to be published in subsequent thematic posts.

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"What Cracks This Egg?" Morgan Stanley Asks, And Answers: "The Debt Ceiling Worries Us Most"

In the latest Sunday Start report from Morgan Stanley's Andrew Sheets, the bank's chief cross-asset strategist looks at the current state of the market - "the S&P 500, Russell 2000 and NASDAQ have hit all-time highs. Volatility has plunged back down near all-time lows. Credit is tighter and yields have been stable" - and asks the same question posed by virtually everyone else in recent weeks : "what rattles this market. What breaks the egg?"

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One Hedge Fund CIO Is Shocked To Learn The Fed's Model Ignores "The Only Two Things That Matter"

Some Sunday thoughts from the CIO of One River Asset Management, whose latest Weekend Notes starts off in traditional Eric Peters style, namely a mockery of the Fed...

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