Godspeed, Jared. We need to move your father-in-law’s “strong,” “constructive” peace talks along. Iran and
Author: therealheisenberg
Who You Gonna Believe?
Who you gonna believe: Donald Trump or Bagher Ghalibaf? If it’s between those two, and
The Regimes Are Dead. Long Live The Regimes.
“Is this the ‘TACO’ trade Wall Street has been waiting for?” CNBC wondered on Monday
Trump Teases ‘Total Resolution’ To War After Ghalibaf Threatens Treasurys
Told you so. I told you he was gonna call it done, or at least
Where’s The Stock, Pump Price Pain Threshold?
What’s the equity market pain threshold for the Trump administration? Not SPX 6500, apparently, and
Holy Warmongers
Donald Trump’s either “winding down” major combat operations in Iran or on the verge of
Operation ‘Rage Flip’
It really is difficult to overstate the case when it comes to describing the dramatic
Weekly: Hawks, Hawks Everywhere
It was rough out there for investors this week. Again. It’s not a coincidence that
‘Just An Ongoing, Bleeding Risk-Management Flow’
“Are we really tightening policy into a global energy supply shock with an already fragile
How Long Before Trump Calls Iran Done?
Does anybody know how to go about cleanly extricating oneself from a spiraling conflict in
South Pars And The Mystery Of Iran’s Missing Military Coup
International media outlets were awash Thursday in headlines proclaiming a “global energy crisis” as oil
US New Home Sales Collapse
Don’t look now, but new home sales in the US just posted their largest monthly
UK Front-End Ablaze As BoE Turns Hawkish
The Bank of England might’ve cut rates today. Then came the war. At the last
ECB Warns Of ‘Material Impact’ From Iran War
Hot on the heels of hawkish BoE communications which destabilized the UK front-end, stoking still more
‘Standard Learning’
There were two overarching takeaways from Jerome Powell’s press conference on Wednesday. The first was
Fed On Hold, Retains 2026 Rate Projection Amid War Angst
As expected, the Fed kept rates on hold Wednesday following what I imagine was a
War Imperils US Housing As Buying Season Begins
Scott Bessent tried to warn him. Or at least I assume (and hope) Scott Bessent
South Pars Hit, Iran Intel Chief Killed
“Is that him?” “Yep.” “You sure?” “Yep.” “Cook him!” Esmaeil Khatib somehow survived the devastating
Wholesale Inflation Rose Sharply Ahead Of Iran War
Look out: Wholesale price growth in the US came in warm for a third consecutive
Beware The War Melt-Up?
Far be it from me (of all people) to be the optimist in the room
Iran War Shatters Bullish Wall Street Consensus
The global growth outlook “tanked” and cash allocations “surged” among professional money managers this month
Israel Kills Ali Larijani, ‘Iran’s Delcy’
Ali Larijani’s dead. Israel killed him in an airstrike Tuesday. That means Mojtaba Khamenei better
Joe Kent Has Words For Donald Trump
Time was, you could trust Joe Kent. And by “you” I mean Donald Trump. “The
It Could Be Worse…
With inflation still elevated (and poised to rise, at least on a headline basis and
Your Hedges Are Bleeding
Last week, in “Priced For Chaos When Nothing Ever Happens,” I again called readers’ attention
If Iran ‘Fun’ Continues, S&P Could Plunge To 5400
Are we having fun yet? At least one person (two if you count Pete Hegseth)
Thawing Dragon
It’s an afterthought amid a mideast melee that’s poised to dominate every headline for a
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