If nothing can go wrong, I suppose you don’t need hedges. I’m reminded of an
Author: therealheisenberg
Uber-Bullish Fund Managers Expect A ‘Boom’
Professional money managers have virtually never been more bullish. Because what on Earth could go
Denmark De-Dollarizes
“We are taking no action based on rhetoric alone.” So said Anders Schelde, CIO of
‘Take A Deep Breath,’ Bessent Says, As Dollar Dives
If you’re a developed nation, you don’t want to see your currency sell off at
Trump Goes All-In On Greenland As Macron Decries ‘Blood Politics’
Tariff Man’s losing the plot a little bit. Or maybe, as the most powerful person
Japanese Bond Market Implodes On Takaichi Power Play
There’s trouble in bond land and the epicenter’s Tokyo. Three months into her tenure, Japanese
Nobel Giftee Trump ‘No Longer Obliged To Think Purely Of Peace’
Donald Trump’s bid to acquire (or seize or steal or whatever verb you prefer) Greenland
China Just Had A Very Tough Year Economically
Late last month, Xi Jinping described 2025 as an “extraordinary” year for China economically. It
The Great Irony Of China’s Record-Low Birth Rate
Say what you will, but at least they escaped the Malthusian trap. Behind China’s much-ballyhooed
Stocks, Credit Ignore A World Ablaze
It’s a holiday week in the US and there isn’t a lot on the compressed
Transatlantic Union Nears Collapse As Trump Demands Greenland
Part of me’s surprised Donald Trump didn’t threaten to rain “fire and fury” on Copenhagen
Weekly: Fiat Fatigue And A World On Fire (Why Gold Keeps Rising)
The never-ending rally in gold’s no different from any other phenomenon in being unamenable to
Did Trump Just Announce The Next Fed Chair?
Donald Trump may spare us the humiliation of Fed Chair Kevin Hassett. As recently as
Builder Mood Worsens As Down Payment Burden Sidelines Home Buyers
Forlorn US homebuilders weren’t feeling any better about their plight as 2026 dawned. The last
Trump Will Force Big-Tech To Subsidize Expensive Power Bills
By every outward appearance, Donald Trump’s very concerned about his inflation polling headed into the
How Scary Is The Ramp-Up In Tech Sector Debt?
Investors harbor a veritable obsession with hyper-scaler capex and for good reason. As discussed here
AI Capex Spree Points To Lower Returns On Capital
Get ready for lower returns on capital from the largest, most important companies on the
Jobless Claims Don’t Want To Hear Your Recession Narrative
Jobless claims: They’re low in the US. And that’s an understatement. With the caveat that
Goldman’s Equities Traders, Morgan’s Debt Bankers Make It Rain
Goldman’s equities traders did some trading last quarter. Notwithstanding a slight miss to consensus when
A Word On Donald Trump’s Credit Card Crusade
The handwringing over Donald Trump’s credit card interest rate cap looks overdone and comically so.
US Housing Perks Up As Industry Debates Trump’s GSE Gambit
A “tough” year for the resale US housing market ended on a high note, data
For The Islamic Republic, It’s All Over But The Crying
Iran would hate to have to pretend to shoot at US troops again, but they
US Retail Sales Solid, Wholesale Prices Benign
The Census Bureau finally got around to tallying US retail sales for November which is,
Bank Of America’s Fine, In Case You Were Wondering
Brian Moynihan, like Jamie Dimon, is bullish on the US economy. He said as much
China’s $1.2 Trillion Trade Surplus Papers Over Deflation Crisis
The final numbers are in. When it was all said and done for 2025, China’s
McElligott Explains Why Stocks Don’t Care About Powell Drama
If you’re old enough to remember 2018, the year Jerome Powell took the reins at
Greenland’s Future May Be ‘Sovereignty Twilight’
Early this week, a piece appeared in Foreign Affairs called “How Greenland Falls.” It’s by
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