Over the course of the pandemic, I’ve spent quite a bit of time lamenting the
Author: therealheisenberg
‘Return-Free Risk’
In a world where some $18 trillion in debt “boasts” a negative yield, bonds no
Larry Summers Thinks He Might Lose Too Much Weight After All
In 2009, when the Obama White House was busy charting a course for an economy
Amid ‘Complete Clusterf—,’ Trump Sends Stark Christmas Warning To Republicans
“Complete clusterf—.” That’s how one “top Republican Hill aide,” described the chaotic situation in Washington
Brexit-ing: Movements, Verbs, And Canine Travel Arrangements
On Thursday, the EU and the UK confirmed that a post-Brexit trade deal has, in
Icarus And His Ant
Shares of Alibaba dove in Hong Kong Thursday, extending a slide that now sums to
Trump Engineers Showdown With Republicans, Threatening Post-Christmas Chaos
Washington headed towards another week (at least) of political wrangling after Donald Trump vetoed the
Veto Corleone
In an irony of ironies, Senator Pat Toomey called Congress “completely dysfunctional” while speaking to
Once Burned, Twice Steep
One almost hesitates when it comes to dedicating space to incremental Brexit news. And certainly
Screeching Tea Kettle Downgraded To Rolling Boil As New Home Sales Miss Badly
A day after the latest read on existing-home sales suggested record-high prices may constrain (or
Americans’ Income, Spending Fall Much Harder Than Expected As Slowdown Accelerates
Concerns that falling incomes were destined to manifest in slower spending were realized in November,
Jobless Claims Fall, But Stick Well Above Pre-Pandemic Record As Deadlines Near
803,000 Americans filed for unemployment benefits last week, down sharply from a revised 892,000. The
Blank Checks
Donald Trump has succeeded in making himself the topic of conversation for market participants and
Trump Goes Rogue, ‘Thank You Very Much’
Donald Trump went rogue on Tuesday night. In a video message posted to Twitter, the
Darker-er-est Days
Joe Biden wants more stimulus and Walmart found itself in the crosshairs of the Justice
On Christmas, America Ponders Historic Failure Of Government
Markets weren’t exactly “euphoric” after Congress managed to pass what the media characterized as “the
Meanwhile, In Housing Bubble News…
Is America’s newly minted housing bubble bursting?! I’m just kidding. The answer is “no.” Or,
US Consumer Confidence Tumbles In December As ‘No Significant Momentum’ Seen
Not surprisingly, consumer confidence in the US fell again in December, The Conference Board said
A ‘Dark And Bumpy’ Road
The situation in the UK remained fraught Tuesday, as Boris Johnson struggled to strike a
Mutants And iCars
US equities managed to pare losses Monday, rebounding from fairly steep declines catalyzed by renewed
Pat Toomey And The Scourge Of The Sock Puppets
Pat Toomey apparently felt the need to explain himself on Monday. With a $900 billion
Another Pandemic Winner: Apartment List Sees Valuation Double With Americans ‘In Motion’
“Our business is predicated on motion,” Apartment List CEO John Kobs told Bloomberg, in a
‘Pain Point’: Nomura’s McElligott On Dollar Squeeze, Gamma Drop-Off
The dollar jumped the most since March on Monday before eventually trimming gains. The initial
‘Nightmare Before Christmas’ Grips UK As New Virus Strain Triggers Crisis
Markets were staggered Monday as dour news out of the UK undercut risk sentiment and
Congress Officially Stumbles Into Stimulus Deal Despite Best Efforts To Fail
It took all weekend, but US lawmakers did manage to agree on a new stimulus
Downside Risks And Predictions About The Future
By now, I doubt anyone needs to be reminded about “what could go wrong,” so
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