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Author: therealheisenberg

America’s Jobless Crisis Goes Nuclear. Fed Leaps In With $2.3 Trillion In New Lending

April 9, 2020April 11, 2020

17 million claims in three weeks versus $2.3 trillion in Fed lending.

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21 Comments on America’s Jobless Crisis Goes Nuclear. Fed Leaps In With $2.3 Trillion In New Lending

Back To The Glass-Half-Full Or -Empty Arguments

April 9, 2020April 9, 2020

There’s plenty to be concerned about. Or excited about, depending…

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oil, OPECLeave a Comment on Back To The Glass-Half-Full Or -Empty Arguments

47.5% Of America’s Private-Sector Workforce Is At Risk. And The Clock Is Ticking

April 8, 2020April 9, 2020

And then, we spiral.

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9 Comments on 47.59 Of America’s Private-Sector Workforce Is At Risk. And The Clock Is Ticking

There’s Too Much Damn Oil. And Nobody Wants It.

April 8, 2020April 8, 2020

Some worry no cut will be sufficient to balance a market with nonexistent demand.

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oil, OPEC3 Comments on There’s Too Much Damn Oil. And Nobody Wants It.

Ray Dalio On Why Cash Is Still ‘Trash’, Michael Burry’s Passive ‘Bubble’ Call And What’s Really Important

April 8, 2020April 8, 2020

“I’m glad you asked so that I can clarify.”

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3 Comments on Ray Dalio On Why Cash Is Still ‘Trash’, Michael Burry’s Passive ‘Bubble’ Call And What’s Really Important

The Tragic Irony Of Bernie Sanders

April 8, 2020April 8, 2020

As it turns out, everyone is a “Democratic socialist” when there’s a viral plague.

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7 Comments on The Tragic Irony Of Bernie Sanders

There’s No Going Back To ‘Normal’

April 8, 2020April 8, 2020

There is only the “new normal.”

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2 Comments on There’s No Going Back To ‘Normal’

A French Kiss In The Fog.

April 8, 2020April 8, 2020

Toss out the old methods and say hello to the largest contraction since World War II.

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Leave a Comment on A French Kiss In The Fog.

Not Even Mass Death Can Forge A Fiscal Union In Europe

April 8, 2020April 8, 2020

Even a pandemic can’t heal old divisions.

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6 Comments on Not Even Mass Death Can Forge A Fiscal Union In Europe

Howard Marks: It’s Time To Play Offense. ‘Waiting For The Bottom Is Folly.’

April 7, 2020April 7, 2020

“…waiting for the bottom can keep investors from making good purchases.”

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5 Comments on Howard Marks: It’s Time To Play Offense. ‘Waiting For The Bottom Is Folly.’

WHO’s There?

April 7, 2020April 8, 2020

“They could have called it months earlier”.

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8 Comments on WHO’s There?

Trump Removes Inspector General Responsible For Oversight Of $2 Trillion Virus Relief Package

April 7, 2020April 7, 2020

The optics aren’t great.

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8 Comments on Trump Removes Inspector General Responsible For Oversight Of $2 Trillion Virus Relief Package

The World Desperately Needs More Dollars. And The IMF Knows It.

April 7, 2020April 7, 2020

The swap lines aren’t enough. And neither is the foreign repo facility.

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3 Comments on The World Desperately Needs More Dollars. And The IMF Knows It.

So You Wanna Be A Grizzly Man?

April 7, 2020

It’s perilous.

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5 Comments on So You Wanna Be A Grizzly Man?

Michael Burry Has Some (Strong) Opinions On Coronavirus Lockdowns

April 7, 2020April 7, 2020

“…blockhead policies lacking all nuance and understanding.”

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25 Comments on Michael Burry Has Some (Strong) Opinions On Coronavirus Lockdowns

Small Business Optimism Suffers Record Tumble. Half Of Main Street May Be Out Of Business By June

April 7, 2020April 7, 2020

“…we’re probably going to have to add more money to this.”

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3 Comments on Small Business Optimism Suffers Record Tumble. Half Of Main Street May Be Out Of Business By June

Don’t Be A Hero.

April 7, 2020April 7, 2020

“Pretty much everywhere you look, there is newfound optimism.”

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5 Comments on Don’t Be A Hero.

Somehow, Things Turned Out Worse Than Scott Minerd Anticipated…

April 6, 2020

“Is this turning out as badly as you thought it would?”

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3 Comments on Somehow, Things Turned Out Worse Than Scott Minerd Anticipated…

Marko Kolanovic Forecasts Dates For Coronavirus Peak, End Of Crisis

April 6, 2020April 7, 2020

Remember: The stimulus isn’t going away even if the virus does.

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Bear In A Bull Suit.

April 6, 2020April 6, 2020

I just don’t know anymore.

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20 Comments on Bear In A Bull Suit.

The Future Is Now: How The Coronavirus Forced Economic Policy To Evolve

April 6, 2020April 6, 2020

Welcome to the future. How do you feel?

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3 Comments on The Future Is Now: How The Coronavirus Forced Economic Policy To Evolve

Janet Yellen (With Popped Collar): ‘This Is A Huge, Unprecedented, Devastating Hit’

April 6, 2020April 6, 2020

And, yes, her collar was popped.

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4 Comments on Janet Yellen (With Popped Collar): ‘This Is A Huge, Unprecedented, Devastating Hit’

Jamie Dimon Says This Crisis ‘Dramatically Different’. In ‘Adverse Scenario’, JPMorgan May Suspend Dividend

April 6, 2020April 6, 2020

“Additionally, we have run an extremely adverse scenario that assumes an even deeper contraction”…

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5 Comments on Jamie Dimon Says This Crisis ‘Dramatically Different’. In ‘Adverse Scenario’, JPMorgan May Suspend Dividend

Lights And Long Tunnels.

April 6, 2020April 6, 2020

“There is light at the end of the tunnel but it’s still a long tunnel”.

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oil, OPECLeave a Comment on Lights And Long Tunnels.

Eye Of The Tiger.

April 5, 2020

“One day at a time” is the mantra for now.

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3 Comments on Eye Of The Tiger.

‘Internet Of Living Things’: How Marko Kolanovic Would Use Big Data To Save The World In Future Pandemics

April 5, 2020April 6, 2020

“…in the age of big data, machine learning and internet of things, this could be different.”

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March Madness: How The Treasury Market Blew Up

April 5, 2020November 22, 2020

Over the past several weeks, central banks globally have been keen to emphasize the extent

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