Larry McDonald - Amazon.com

facebook_page
twitter_page

Last quote by Larry McDonald

The deck is stacked for Tesla in bond deal terms, congrats to Elon Musk.feedback
share this quote
Aug 11 2017 Tesla
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Larry McDonald is associated, including Amazon, investment, and cycle. Most recently, Larry McDonald has been quoted saying: “The global reflation picture is nearly on the Fed's doorstep. In our view, there's a surging probability the Fed gets thrown off track in the second half of 2017, they are behind the curve.” in the article Wall Street sees signs of inflation at long last.
Automatically powered by Storyzy
Take our quote verification challenge and find out !

Larry McDonald quotes

Apr 26 2017

The market had big expectations. They were expecting a lot of specifics and a specific rate on repatriation and they're not getting it.feedback

Apr 24 2017 - Federal Reserve

This is a credit bubble in autos that is very reminiscent of the subprime mortgage crisis. The Federal Reserve kept interest rates too low for too long; the easy-money gravy train has funded a colossal supply of cars.feedback

Apr 22 2017 - OPEC

Now's the time you want to be leaning into some of these names.feedback

Apr 11 2017

All the classic risk-off measures for Asia are screaming.feedback

Apr 11 2017 - North Korea

The speed of the move in the cost of protection is one of the sharpest we've witnessed in years. The market thinks that North Korea will do something in response to Trump's meeting to provoke the White House. It's clearly military action risk.feedback

Mar 23 2017 - American politics

If tonight's negotiations are fruitful, resistance to passage of the House Republican healthcare reform bill will crumble among holdout House Republicans and the bill will garner the necessary votes for passage. House Speaker Paul Ryan (R-WI) has not relented from his promise to call up the bill for passage tomorrow. So much is on the line. If this deal fails, the entire 2017 Washington policy time-line comes into question. There's at least a 150 handles of legislative love priced into stocks at today's nosebleed levels. Traders are hoping this 'Hail Mary' lands on target.feedback

Mar 23 2017

So much is on the line. If this deal fails, the entire 2017 Washington policy timeline comes into question. There's at least a 150 handles of legislative love priced into stocks at today's nosebleed levels. Traders are hoping this Hail Mary lands on target.feedback

Mar 09 2017 - Front National

Even if [Le Pen] wins, if the government there is going more conservative, it's a better risk-reward in French equities, and they're very, very cheap to U.S. equities.feedback

Feb 16 2017 - Bull market

We're in the camp that the stocks are overbought, but they're in a multiyear bull market.feedback

Feb 10 2017

Get long retail. This Senate is toxic, guys. This tax bill is light-years away from happening, and even when it does happen, let's just say it does pass ... the tax cuts on the individual side and on the corporate side eventually will ... outweigh the border adjustment tax negative on retail.feedback

Feb 10 2017

Here's the key number: 24. The retail space over the last 24 months is underperforming the S&P by 24 percent – the most significant underperformance for the retail sector since the 1990s recession. The risk reward is fantastic. Get long retail.feedback

Jan 23 2017 - Federal Reserve

There's disconnect between [Fed Chair] Janet Yellen and the Fed and Trump. This past week we saw something very interesting. Yellen was talking the dollar up and Trump was talking the dollar down. That's highly unusual, so the market's going to be looking if there's a continuation of that disconnect.feedback

Dec 01 2016

The risk-reward in owning Mexican equities is compelling at these levels.feedback

Nov 09 2016

Gold's best outcome is a Trump win, as political uncertainty will lead to economic and financial volatility in a hurry, and recession risk surges. Before the Donald is inaugurated, gold will rise to $1400.feedback

Nov 08 2016

A Hillary Clinton win gets you a slam dunk rally to be sold, a Trump win gets you a 10-15 percent plunge which should be bought.feedback

Nov 07 2016 - Republican Party

If the GOP keeps the U.S. Senate (our call), IBB is a winner in our view. As Trump election odds surge, we believe this will help as well.feedback

Nov 07 2016

I think it's going to bring in recession risk, but you're going to buy stocks as you kind of go into a recession. It won't be a long recession.feedback

Nov 04 2016

Trump's bark found in his anti-globalization position in reality will be a lot worse than its bite in terms of actual implementation.feedback

Nov 01 2016

I'd say the election is a good chunk of it.feedback

Oct 17 2016

The market's going to push the Fed until the Fed breaks and doesn't hike.feedback

Oct 17 2016

The risk reward even [in] the shorter term is quite good as the market is almost fully in the December hike camp. If those chances are to change to the downside, miners will be a great beneficiary.feedback

Oct 17 2016 - Deutsche Bank

In terms of share price, these stocks will be a lot more concerned with what is going on in Europe. Once we return to a toxic DB [Deutsche Bank] atmosphere that was prevalent just a few weeks ago, US financials will drop.feedback

Sep 29 2016 - Deutsche Bank

Deutsche Bank is not Lehman in terms of the overall global risk, but the political situation is almost identical.feedback

Sep 29 2016

The politicians in Germany aren't in position right now to do anything ahead of the election. The beast in the market, the serpent in the market, knows this, and the market will push and push and push until they break the politicians in Germany to come up with public funds.feedback

Sep 28 2016

The one consistent thing we've seen with Amazon the last 15 years, really, is they have a big capital expenditure investment cycle that repeats itself over and over again.feedback

Sep 20 2016

I don't think the Street is ready for it.feedback

Sep 20 2016

I think we'll be down 10 or 15 percent pretty quick.feedback

Sep 20 2016

Because they kept interest rates so low for eight years, there's $8 or $9 trillion of commodity debt, of emerging markets debt and of oil debt that have been issued out that are dollar sensitive.feedback

Aug 17 2016

Near term, it's extremely over-bought, and if you look at the new ownership of Apple, the last nine months, you've got about 52 million shares that were purchased by central banks and sovereign wealth funds reaching for yield. There's a premium Apple that's been bid up because of the dividend.feedback

Jun 24 2016

A Brexit risk created a blowoff top in bonds that started to form over the past week–a classic blowoff top where you see real panic buying, where you've seen close to 10 trillion dollars in bonds globally.feedback

Jun 10 2016

Central bankers are driving capital into places it just shouldn't be. People are using these types of stocks as bonds. You have investors all around the world flocking to the United States trying to get some income and it's just a very, very crowded trade.feedback

No quotes...
More Larry McDonald quotes
|< <
> >|

Quotes by Larry McDonald

<
>
Quote Verifier
verify-icon
Check if the quote you read on social networks is authentic
facebook_page
twitter_page
This webpage has been created by a robot: errors and absent quotes cannot be totally avoided
 
Feedback×

Quote :

Mistake :

Comments :