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by therealheisenberg August 21, 2018 Number of comments0
growth Markets stocks value

‘The Wrong Kinda Heater’: Hedge Fund ‘Consensus’ Trade Suffers Dastardly Run

“Another day for U.S. equities funds, another sizable underperformance.”

by therealheisenberg August 21, 2018 Number of comments0
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China Is Now Intervening To The Tune Of ‘Billions’ In The Stock Market And That’s Not All

Visible hand(s).

by therealheisenberg August 21, 2018 Number of comments0
dollar fed fomc jerome powell Markets Trump

Do Not Underestimate Donald Trump When It Comes To The Fed

“You see what’s happening.”

by therealheisenberg August 20, 2018 Number of comments0
fed fomc Markets Trump

On Monday, Donald Trump Accused Jerome Powell Of Acting Against The Interests Of America

“Am I happy with my choice? I’ll let you know in seven years.”

by therealheisenberg August 20, 2018 4
fed fomc jerome powell Markets Trump

Now Trump Is Trash Talking Jerome Powell At The Hamptons Home Of A Hot Dog Baron

“Political things.”

by therealheisenberg August 20, 2018 Number of comments0
emerging markets FX lira Markets Recep Tayyip Erdogan turkey

A ‘Stealth’ Rate Hike From Turkey And A ‘Pick Your Poison’ Quandary For Europe

How to hike without hiking and what to do when there are no “good” options.

by Jesse Pinkman August 20, 2018 Number of comments0
Markets qatar turkey

Good News! Qatar Was At Least $3 Billion Worth Of Serious When It Comes To Bailing Out Turkey

But don’t get too excited about the lira, ok?

by therealheisenberg August 20, 2018 1
Don McGahn John Dowd politics robert mueller Trump ty cobb

Trump Calls Mueller A ‘National Disgrace’, Accidentally Admits To Obstruction Again

“If you FIGHT BACK or say anything bad about the Rigged Witch Hunt, they scream Obstruction!”

by therealheisenberg August 20, 2018 1
euro europe italy Luigi Di Maio Markets Matteo Salvini Uncategorized

Italy’s Populists Determined To Triumph In Battle With Nefarious ‘Lo Spread’

“We will resist the bond yield spread, speculation, credit downgrades and attacks.”

by therealheisenberg August 20, 2018 Number of comments0
China Markets shanghai composite

China Draws Line In Sand At 2016 Closing Lows As State Funds Buy Stocks

Here comes the “national team”.

by therealheisenberg August 19, 2018 2
Michael Cohen politics robert mueller Trump

Michael Cohen Could Be Charged In $20 Million Bank Fraud, Cooperation Deal With Mueller Seems Likely

Michael Cohen is in some hot water. Which means Donald Trump is in some hot water too.

by therealheisenberg August 19, 2018 Number of comments0
brazil China commodities dollar emerging markets euro europe fed FX jerome powell Markets peso yuan

Concerned Citizens: Full Week Ahead Preview

New week, same issues. But let’s talk about them anyway.

by therealheisenberg August 19, 2018 Number of comments0
bonds fed jeff gundlach Markets

Gundlach Warns Of Treasury Short Squeeze, Goldman Says Don’t Sweat Curve Inversion

Kings, squids, inversions and squeezes.

by therealheisenberg August 19, 2018 Number of comments0
Don McGahn John Dowd politics robert mueller Rudy Giuliani Trump ty cobb

‘Truth Isn’t Truth’: Trump, Giuliani Square Off Against Maggie Haberman, Reality

“Don’t do this, this is going to become a bad meme”. 

by therealheisenberg August 19, 2018 2
dollar emerging markets fed fomc FX jerome powell Markets

This Is Not A Drill: Jerome Powell Needs To Be Careful In Jackson Hole

Fragile. Handle with care.