Warren Buffett’s faith in himself didn’t wane in the third quarter. After repurchasing more than
Author: therealheisenberg
Trump’s Reign Is Over. Now Comes The National Soul-Searching
On Saturday morning, just before noon on the east coast, NBC, CNN, and AP called
Hail Mary (Until The Whistle Blows)
“We’re going to win this race,” Joe Biden said late Friday, in Delaware. Although the
Erdogan Fires Another Central Bank Chief As Lira Falls For Eleventh Straight Week
Turkey careened into one of its regularly scheduled currency crises last month, when a laundry
Kolanovic Says Election Is ‘Best Of Both Worlds’ For Stocks. Offers Advice To Pollsters
The result of the US election is “likely the best of both worlds for stocks,”
Kevin Muir, Nomura’s McElligott On Why The Reflation Trade Might Not Be Dead Just Yet
The immediate post-election trade was defined by a “blue fade“: Renewed enthusiasm for tech, no
A Quick Look Under The Hood Of The October Jobs Report
A better-than-expected October jobs report was immediately met with warnings that the surge in COVID-19
October Jobs Report Easily Tops Estimates. Unemployment Rate Dives
The US economy added 638,000 jobs in October, the BLS said Friday. It was an
When The Count Is Finished
Donald Trump’s path to reelection narrowed further on Friday as vote counting continued in key
No Surrender
US equities stormed higher for a fourth day Thursday, bringing gains on the week to
Jerome Powell Got Everything Right – Until Someone Asked About Monetary-Fiscal Nexus
Jerome Powell breezed through an uneventful press conference Thursday, sticking largely to familiar talking points
‘This Only Means One Thing’: Albert Edwards On The US Election
Predictably, Donald Trump sued everyone in sight this week, even before Joe Biden reached the
Fed Delivers Boilerplate Statement, Reiterates Promises Amid Election Uncertainty
In some respects, the Fed is likely a bit disappointed with the outcome of the
Loud Noises, Red Headlines, And Dangerous Drivers
If anything was clear after Wednesday (a questionable prospect, to be sure) it was that
Jobless Claims Stuck At Pre-Pandemic Record With No Deus Ex Machina Coming
751,000 Americans filed for unemployment benefits last week, slightly more than expected and unchanged from
‘Extraordinary’ Circumstances In UK Can Only Mean One Thing: More QE!
More liquidity. More accommodation. The BOE on Thursday upsized its QE program. That was expected.
The Good Kind Of ‘Weird,’ The Bad Kind Of Message
Global equities surged Thursday, as markets were seemingly thrilled at the prospect of an imminent
The Day The Earth Stood Still
Donald Trump appeared poised to put up a legal fight in the event some combination
Nomura’s McElligott: For Markets, The Presidential Election Is Now Effectively A ‘Red Herring’
If you had duration, flatteners, and long growth/short value on as election hedges against what,
In More ‘Canary’ News, US Services Sector Appears To Decelerate
US services sector activity decelerated in October, ISM said Wednesday. The headline print, 56.6, is
The ‘Blue Fade’ Trade
Wednesday was all about fading the “blue sweep” narrative, as overnight price action spilled over
Insult To Injury: Lackluster Private Payrolls Cry Out For Stimulus Just As ‘Blue Wave’ Hopes Fade
If ADP is any indication — and it may not be, considering its poor track
‘Very Messy’: Analysts Weigh In On Fraught US Election
Markets could have done without Donald Trump falsely declaring victory while simultaneously deriding the US
Trump Calls Election ‘Major Fraud,’ Declares Victory, Invokes Supreme Court
At 2:30 AM, Donald Trump convened a victory speech dressed up as a press conference
Trump Claims Election Theft, Democrats Likely Won’t Flip Senate
By half-past midnight on the east coast, the results of the most consequential election in
It’s Time To Be Honest About What America’s ‘Values’ Really Are
For most of the last three years, those of an optimistic persuasion in the US
Markets Showed Blue Sweep Bias Into Vote Count As Trump Predicted ‘Victory’
Markets generally retained what felt like a “blue sweep” bias across the Election Day cash
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