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Author: therealheisenberg

A ‘Lost Opportunity’

February 7, 2023February 7, 2023

It wasn’t what he said. It was what he didn’t say. Jerome Powell had an

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‘Nuanced’

February 7, 2023February 7, 2023

If Jerome Powell was concerned about the criticism he garnered last week for failing to

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What Kashkari Knows For Sure That Just Ain’t So

February 7, 2023February 7, 2023

Fed officials are uncomfortable with the combination of easier financial conditions and a red-hot US

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What’s Really Behind The Tech Layoffs?

February 7, 2023February 7, 2023

Much has been made recently of the apparent disparity between layoffs in the tech sector

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7 Comments on What’s Really Behind The Tech Layoffs?

An Atypical Development

February 7, 2023February 7, 2023

I doubt markets will make much of this, but it was worth noting on Tuesday

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Chasing The Price And Forgetting The Fundamentals

February 7, 2023February 7, 2023

I’ve mentioned this on several occasions of late, but it’s worth repeating: Career risk is

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No Pausing Down Under

February 7, 2023February 7, 2023

Last week, the ECB and the Bank of England both tipped pauses in their respective

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Japanese Workers See Biggest Pay Gain In Quarter Century

February 7, 2023February 7, 2023

Early last month, I asked if the “permafrost” was finally thawing in Japan. Fast Retailing

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Goldman Cuts US Recession Odds To 25%

February 6, 2023February 6, 2023

Goldman was already on the low end of the range when it comes to recession

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JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks

February 6, 2023February 7, 2023

“Chaotic.” That’s how JPMorgan analysts led by Marko Kolanovic described last week’s price action, torn

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Terminal Correction

February 6, 2023February 7, 2023

I have some potentially distressing news for those who might’ve gone all-in on the notion

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Rally Music Or Siren Song?

February 6, 2023February 6, 2023

Investors are getting “drawn in.” So said JPMorgan’s Mislav Matejka on Monday. “Drawn in” has

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Is The Dow Trying To Tell Us Something?

February 6, 2023February 7, 2023

Is the Dow’s relative underperformance versus the S&P in 2023 trying to tell us something

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Chinese Aid For Russia Suggests Ukraine Is Deadly Dress Rehearsal

February 6, 2023February 6, 2023

One — perhaps the — key geopolitical question in 2023 is whether Moscow is overplaying

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2001, 2015, 2008, 2020 And Right Now

February 6, 2023

It’s not over yet, but with 70% of S&P 500 market cap having reported earnings,

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Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Most Read

  • Terminal Correction
    Terminal Correction
  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • 'Nuanced'
    'Nuanced'

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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