It’s difficult to imagine anyone had much room on their mental “balance sheet” (if you
Author: therealheisenberg
Here Is Your ‘Last Chance’ Tactical Election Rundown
Having delivered on what I felt was an editorial obligation to mark the US election
(Dangerously) Aloof
“Did you send me a check?” It was the accountant. He never says “Hi” or
‘Never, Ever, Ever’
Global equities were again buoyant as election day dawned in the US, where nearly 98
Meanwhile, In Junk Exodus News…
The following short bit will come as no surprise to regular readers, and as such,
Glass Half Full Crowd Gets Another Fireball Shot From Scorching ISM
In another piece of evidence to support the recovery narrative stateside, ISM manufacturing printed a
Jefferies’ Zervos: US Election May Be ‘Market Non-Event Of The Century’
In a note out late last week, JPMorgan’s Nikolaos Panigirtzoglou suggested that the market’s obsession
JPMorgan: Equity Bull Market Set To Resume. Central Banks Matter More Than Fiscal Stimulus
Over the past two months, the consensus narrative vis-à-vis policy and stimulus generally revolved around
‘Fire Fauci!’ Failing The Rationality Test In The Kingdom Of Unreason
Over the weekend, Donald Trump’s favorite pandemic adviser, Scott Atlas, appeared on Russian state television
Crude Carnage, China ‘On Track’ And ‘When Does The Pub Open Again?’
Global equities were generally buoyant Monday, kicking off a pivotal week with gains despite a
Fed Meeting, October Jobs Report Are Election Week’s ‘Other’ Big Events
It feels somehow trivial to mention (let alone analyze) next week’s “other” marquee events and
And Now, Another Astounding FAAMG Factoid
The US equity market is a lot like American society — inegalitarian and defined by
An Eleventh Hour Election Warning For Traders And Investors
Editor’s note: The following piece first ran here on Sunday. We’re keeping it featured prominently
‘Christmas Is Going To Be Different This Year’: Boris Johnson Orders England Back Into Lockdown
Just days after France, Italy, and Germany implemented strict new containment protocols amid an aggressive
‘Classic Toppy Signs’ In An Insane World
The next US president, whether Donald Trump (again) or Joe Biden, will inherit one of
Americans Don’t Really Care About The Stock Market. But You Can Sure Fool Them
You can scarcely open Twitter without seeing something you don’t want to see, irrespective of
‘Unfathomable Consequences’
The last full week of trading before America’s date with what some still fear will
‘Efficiency Work’
It’s fair to say 2020 has been a disastrous year for Exxon. The company, once
Drunken Dart Games (Don’t Get Excited: This Is About Personal Income And Outlays)
The last of this week’s data deluge washed over markets that didn’t generally care on
From Record-Setting Growth To Double-Dip Recession: Europe’s Fate Seen Sealed
The euro-area economy expanded at a record pace in Q3, as the same “turn the
For America’s Tech Titans, Weight Of The World Gets Heavy
Tech shares weighed on equities Friday, as solid earnings from Apple, Facebook, Amazon, and Alphabet
These Great Numbers
“Biggest and Best in the History of our Country, and not even close,” Donald Trump
Goodbye Goldilocks
The prospect of Republicans holding the Senate and proceeding to block Democratic spending proposals was
Jobless Claims, Signal Versus Noise, And ‘Better’ Versus ‘Good’
The US economy rebounded in predictably robust fashion during the third quarter, but the recovery
Lagarde, ECB Confront Double-Dip Recession As Europe Plunges Back Into Lockdown
While explaining France’s new coronavirus lockdowns, Emmanuel Macron was unequivocal in dispelling the notion that there
US Economy Serves Up Predictably Huge GDP Print. But Does Anyone Care?
The US economy expanded at a record pace in the third quarter, the first read
No Magical Solution
Daily coronavirus cases in Germany topped 20,000 for the first time since the onset of
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