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Author: therealheisenberg

Gray Roots, Immunity Passports And A Warning From WHO

April 25, 2020April 26, 2020

“I had to wear a hat everywhere I went.”

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2 Comments on Gray Roots, Immunity Passports And A Warning From WHO

As Fed Cuts Bond Buying With Balance Sheet Near $7 Trillion, Some See ‘Unqualified Good News’

April 24, 2020

Signs of stress are abating. For now, anyway.

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8 Comments on As Fed Cuts Bond Buying With Balance Sheet Near $7 Trillion, Some See ‘Unqualified Good News’

As Much As 25% Of America’s Meat Production Is Offline. Looming Shortages Show COVID’s Inflationary Side.

April 24, 2020April 25, 2020

“…more lives will be lost, more workers will be exposed, and our food supply will face jeopardy.”

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5 Comments on As Much As 255 Of America’s Meat Production Is Offline. Looming Shortages Show COVID’s Inflationary Side.

Americans Think COVID-19 Is ‘Cyclical’, Not Systemic. Safe Assumption, Or Not So Much?

April 24, 2020April 24, 2020

“…it could be a false dawn and a bad omen all rolled up into one”.

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4 Comments on Americans Think COVID-19 Is ‘Cyclical’, Not Systemic. Safe Assumption, Or Not So Much?

Meanwhile, In Zurich: SNB Reminds You Massive Stock Holdings Sometimes Suffer Huge Losses

April 24, 2020April 24, 2020

“Strong fluctuations are therefore to be expected.”

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Leave a Comment on Meanwhile, In Zurich: SNB Reminds You Massive Stock Holdings Sometimes Suffer Huge Losses

Well, Is There A Future Or Isn’t There?

April 24, 2020April 24, 2020

“Yeah, sport, I know there’s a blizzard.”

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5 Comments on Well, Is There A Future Or Isn’t There?

Albert Edwards: ‘Ludicrous’ To Assume Central Bank Liquidity Is ‘Compelled’ To Boost Stocks

April 23, 2020April 23, 2020

“Liquidity will flow into whatever momentum trade emerges as the winner.”

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6 Comments on Albert Edwards: ‘Ludicrous’ To Assume Central Bank Liquidity Is ‘Compelled’ To Boost Stocks

The Financial Media Ignored Marko Kolanovic On New York’s Coronavirus Outbreak. It Was Society’s Loss.

April 23, 2020November 9, 2020

Stocks are learning to “look through” and otherwise “write off” the worst data in the

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Collapse In Vol Of Vol Shows ‘Grab For Tails’ Out Of Steam, Nomura’s McElligott Says, As Stocks Try To Normalize

April 23, 2020April 23, 2020

“If you’ve learned anything post-crisis…”

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12 Comments on Collapse In Vol Of Vol Shows ‘Grab For Tails’ Out Of Steam, Nomura’s McElligott Says, As Stocks Try To Normalize

No Such Thing As Hyperbole As US PMIs Sprint Towards Cliff, Dive Off

April 23, 2020April 23, 2020

For the first time (maybe ever) it is literally impossible to overstate the scope of the malaise.

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2 Comments on No Such Thing As Hyperbole As US PMIs Sprint Towards Cliff, Dive Off

‘Less Than Half Of Working Age Americans Will Be Earning A Wage Next Month’, One Bank Warns

April 23, 2020

Another “sobering” stat and what it means for the political landscape.

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11 Comments on ‘Less Than Half Of Working Age Americans Will Be Earning A Wage Next Month’, One Bank Warns

America’s Unemployment Nightmare Continues As Virus Claims 26.5 Million Jobs

April 23, 2020April 23, 2020

Remember: These are people not numbers.

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Leave a Comment on America’s Unemployment Nightmare Continues As Virus Claims 26.5 Million Jobs

‘Worse Than That Thought Imaginable’: PMIs In Eurozone, UK Take A Turn For The Surreal

April 23, 2020April 23, 2020

“…output sometimes shrank into almost nothing.”

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Tokyo Whale Preps More Easing As Japanese Services Sector Collapses. South Korea GDP Plunges

April 22, 2020April 22, 2020

Off to Neverland.

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Leave a Comment on Tokyo Whale Preps More Easing As Japanese Services Sector Collapses. South Korea GDP Plunges

Breaking Down ‘The Biggest Global Bailout In History’

April 22, 2020April 23, 2020

“Whether the stimulus is remotely enough remains to be seen”.

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1 Comment on Breaking Down ‘The Biggest Global Bailout In History’

Meanwhile, Turkey Plays With Fire

April 22, 2020

The “or else” approach.

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1 Comment on Meanwhile, Turkey Plays With Fire

‘I Am An Oil Man’: How Long Before Jerome Powell Gets Into The Oil And Gas Business?

April 22, 2020April 22, 2020

“I have numerous concerns”…

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oil4 Comments on ‘I Am An Oil Man’: How Long Before Jerome Powell Gets Into The Oil And Gas Business?

Who’s Afraid Of Red Ink? COVID Crisis Spawns Bull Market In Deficit Fearmongering

April 22, 2020June 15, 2020

Ultimately, it’s up to you…

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19 Comments on Who’s Afraid Of Red Ink? COVID Crisis Spawns Bull Market In Deficit Fearmongering

Pots, Pans, Tank Tops, $88 Million In Losses And Negative $100 Oil

April 22, 2020April 22, 2020

“The world of negative prices doesn’t have a floor.”

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oil3 Comments on Pots, Pans, Tank Tops, $88 Million In Losses And Negative $100 Oil

New Money, No Immigration.

April 21, 2020April 22, 2020

“I was pleased to see that Shake Shack returned the money.”

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3 Comments on New Money, No Immigration.

‘Lights Out’: Oil And Gas ‘Suddenly Becomes A Hobby’

April 21, 2020April 21, 2020

We’ve entered a not-so-brave new world, that’s for sure. 

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oil, OPEC5 Comments on ‘Lights Out’: Oil And Gas ‘Suddenly Becomes A Hobby’

Marko Kolanovic Says S&P Will Be Back To Record Highs By Early Next Year. Here’s Why…

April 21, 2020April 21, 2020

“What is the right multiple given the unprecedented earnings hit, but also unprecedented monetary measures?

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In Surreal Oil Market, Nomura’s McElligott Asks: ‘What Is The Utility Of The Futures Contract Itself?’

April 21, 2020April 21, 2020

When abstraction collides with the tangible…

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oil, OPEC5 Comments on In Surreal Oil Market, Nomura’s McElligott Asks: ‘What Is The Utility Of The Futures Contract Itself?’

Oil-Crazy Retail Investors Maxed Out USO ETF In Likely Wrong-Headed Bet

April 21, 2020April 21, 2020

“Well the first thing you know ol’ Jed’s (not) a millionaire…”

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oil, OPEC7 Comments on Oil-Crazy Retail Investors Maxed Out USO ETF In Likely Wrong-Headed Bet

‘We’re Going To Hear About Crazy Losses’: Epic Oil Wipeout Poised To Ripple

April 21, 2020April 21, 2020

The historic wipeout in oil rolls on – figuratively and literally.

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oil, OPEC2 Comments on ‘We’re Going To Hear About Crazy Losses’: Epic Oil Wipeout Poised To Ripple

Ailing Despots, Flailing Authoritarians And Excruciating Exports

April 21, 2020April 21, 2020

“Newsflow has turned unsupportive”.

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4 Comments on Ailing Despots, Flailing Authoritarians And Excruciating Exports

‘Devastating’: Oil’s Epic Wipeout Begets A Sad Fatalism

April 20, 2020April 20, 2020

“This is a great time to buy oil”, the president added.

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oil, OPEC8 Comments on ‘Devastating’: Oil’s Epic Wipeout Begets A Sad Fatalism

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