Two days ago, Sergei Lavrov told Russian state media that Ukraine should surrender for its
Author: therealheisenberg
Click Monsters
“It was a click monster.” I cringed, but she couldn’t see me since we communicated
Disconcerting Déjà Vu
China’s grand reopening after three years of government-imposed isolation was supposed to save the global
Results Pending, Hope Floats
I doubt anyone needed additional evidence to support the contention that the US housing market
‘Placeholders For When Something Goes Wrong’
There are a laundry list of reasons to cast a wary eye at the rate
US Home Prices Won’t Go Gentle Into That Good Night
Data released on Tuesday underscored both the impact of the Fed’s ongoing quest to extinguish
Goldman’s ‘Most Out-Of-Consensus Call’ For 2023
Goldman’s most out-of-consensus call for 2023 is arguably their most important. Generally speaking, economists and
When Life Gives You COVID, Make Lemonade
Notwithstanding ongoing tension in the US tech space, market sentiment was cautiously constructive coming off
Planes, Missiles, Drills And Drones
Tensions flared in three of the world’s powder kegs Sunday and into Monday, as border
Lessons Not Learned
“This is not war,” Volodymyr Zelensky said on Telegram over the weekend. “It’s terror. It’s
US Housing Market Enters 2023 As Bubble-Puzzle
Home sales in the US either tumbled the most on record last month or ran
Visualizing Macro History
Anyone with even a passing interest in markets can make a list of 2022’s “top”
Existential Questions For 2023
As the curtain closes on 2022, existential questions abound. Is the world headed for a
Memory Lane And The 6.5% Unemployment Threshold
10 years ago this month, the Fed added outcome-based forward guidance to its policy statement.
Breach Of Contract
I’m not much for normative statements. Words and deeds can be a lot of things,
Stock Funds See Largest Exodus On Record
Barring a Christmas miracle, 2022 will be the worst year for US equities since 2008.
More Stagflation
The last of 2022’s notable US economic data came in broadly as expected, albeit with
Ghost Of Christmas Past
This time four years ago, Donald Trump was busy berating Jerome Powell’s golf game on
Hot Data And Tepper’s ‘Short’ Call
“Stocks slump as bearish Tepper amplifies hot data,” one Thursday headline said. I suppose this
Surprise US GDP Revisions Blindside Policy Doves
There was more good news of the bad variety out of the US economy on
In Shanghai: ‘We Will Infect The Whole Family!’
I often hesitate to make claims about what is or isn’t going on in Mainland
Not Charity
A Ukrainian battle flag signed by soldiers fighting in Bakhmut was hoisted by Nancy Pelosi
Denouement
“These limited edition cards feature amazing ART of my Life & Career!” Donald Trump exclaimed
US Housing Market ‘Frozen’ As Sales Plunge
Another day, another very poor read on the US housing market. Sales of previously-owned homes
‘Sunshine’
The US consumer is feeling better about the prospects for the economy. Or so said
Guest Of Honor
Volodymyr Zelensky was in Washington on Wednesday. Dmitri Medvedev was in Beijing. 10 months on
You must be logged in to post a comment.