Somehow, I feel it’s necessary to reiterate the general thrust of “Too Far Gone,” an
Author: therealheisenberg
Who Wants These Stocks?
2021’s stock-buying bonanza took what counted as a break during the first full week of
Too Far Gone
I still think it’s a wild stretch to suggest that the Fed’s hawkish tilt at
A One-Eighty
Neel Kashkari is opposed to rate hikes “at least” through 2023, headlines read late Friday.
Tapping The Brakes
If you’re driving down a US highway in the left lane at a “respectable” speed
Jim Bullard Abandons Doves In Bitter Betrayal
Someone may need to remind Jim Bullard what a “Jim Bullard” does. In remarks to
Turning The Titanic
All it took was a surprisingly “hawkish” (scare quotes because it’s all very relative) shift
A Bit Of Chaos Never Hurt Anybody
The post-Fed trade was somewhat chaotic, but one familiar theme was easy enough to discern:
McElligott On The Fed’s ‘Line In The Sand’
On Wednesday, hours prior to the June dot plot reveal, Nomura’s Charlie McElligott wrote that
Wapner, Cramer Receive Divine Tepper Revelation On Live Television
Don’t worry everybody, the stock market will probably be fine despite an upward shift in
Lehman Trader Learns First Rule Of Dramatized Market Commentary
It’ll be difficult to escape hawkish Fed interpretations over the next week or so. Take
FAIT Accompli
Admittedly, I found it difficult to get totally behind the notion that the June FOMC marked
Jobless Claims Surge, Philly Prices Highest Since Horse And Buggy
412,000 Americans filed for unemployment benefits last week, far more than expected. Out of nearly
Pay No Attention To These Projections
“These projections do not represent a committee decision or a plan,” Jerome Powell said Wednesday,
Fed Signals Two Hikes By End Of 2023
“Inflation has risen, largely reflecting transitory factors,” the Fed said Wednesday, in a June policy
McElligott: Op-Ex Is ‘Huge Thing’
That nearly three quarters of respondents polled in the June vintage of BofA’s monthly fund
Bubble Watching In US Housing
Housing starts rose in May, but missed estimates on the heels of April’s lackluster showing.
China’s Recovery Is Rolling Over
All the usual questions lingered ahead of the June Fed meeting. The balance of evidence
Tell Me Again About Your Models
Despite (and often because of), my overtly pessimistic take on the plight of humanity, I
The Economic Question Of Our Time
Have we entered a “high inflation regime”? At this point, asking that question feels like
As ‘K-Shaped’ Inflation Fears Worsen, $650 Billion Says It’s Transitory
You may not be buying the Fed’s “transitory” characterization of inflation, but nearly three quarters
A Depressing Conjuncture That Will Change No Minds
In what may well be further evidence to support the view that the US economy
Counting Days While Waiting On Nothing
Traders were “unruffled” Tuesday, ahead of the Fed and key data. That was Bloomberg’s adjective.
One Bank Asks: ‘What Bubble?’
What’s the definition of a “bubble” in the market context? That’s a question I’ve explored
Paul Tudor Jones And The Celebrity Fixation
Do you ever wonder why we (as a society) care about celebrity endorsements? In a
Topic Du Jour
Headed into the June Fed meeting, analysts and strategists were keen to dissect last week’s
A Dangerous Plan Is Better Than No Plan
Geopolitics continued to monopolize headlines Monday as Joe Biden’s “America’s back” world tour rolled on
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