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Author: therealheisenberg

Mike Pence As Virus Hunter. Rebalancing Flows As Bear Repellent.

February 26, 2020February 27, 2020

If you’re looking for a savior amid the chaos…

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8 Comments on Mike Pence As Virus Hunter. Rebalancing Flows As Bear Repellent.

Sure, It’s A Failed State. But You’ve Got $1,284 Comin’ Your Way!

February 26, 2020February 26, 2020

When even helicopter money can’t save you…

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2 Comments on Sure, It’s A Failed State. But You’ve Got $1,284 Comin’ Your Way!

Marko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With Caveats)

February 26, 2020February 27, 2020

“The virus should go, but stimulative measures will likely stay”.

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2 Comments on Marko Kolanovic Breaks Down The Selloff, Says Short-Term Bounce Likely (With Caveats)

‘A Tragic But Important Lesson’: In Germany, Fear Of Deficit Demon Collides With Recession Reality

February 26, 2020February 26, 2020

“The problem is that they created a monster—literally erecting monuments to honor the zeroing out of deficits.”

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1 Comment on ‘A Tragic But Important Lesson’: In Germany, Fear Of Deficit Demon Collides With Recession Reality

‘Previously Unthinkable’ CTA Deleveraging ‘In Play’, As Legacy ‘Long’ Signal Vulnerable: McElligott

February 26, 2020February 27, 2020

The last few days have made the unthinkable suddenly thinkable.

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1 Comment on ‘Previously Unthinkable’ CTA Deleveraging ‘In Play’, As Legacy ‘Long’ Signal Vulnerable: McElligott

Nobody Say ‘Spanish Flu’

February 26, 2020February 26, 2020

“…complex interconnected systems greatly increase underlying risks.”

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5 Comments on Nobody Say ‘Spanish Flu’

Last Stand.

February 25, 2020February 26, 2020

One last push to rescue the world.

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7 Comments on Last Stand.

Kudlow & COVID: ‘We Have Contained This’

February 25, 2020February 25, 2020

“We’re in touch with the Fed people all the time”. 

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8 Comments on Kudlow & COVID: ‘We Have Contained This’

Congrats Anti-Globalists! World Trade Just Logged Its First Full-Year Decline Since The GFC

February 25, 2020

And at just the wrong time…

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2 Comments on Congrats Anti-Globalists! World Trade Just Logged Its First Full-Year Decline Since The GFC

#STS: Save The Stocks

February 25, 2020February 27, 2020

If only there had been warning signs…

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3 Comments on #STS: Save The Stocks

Nomura’s McElligott: This Is ‘The Next Battle In Equities’

February 25, 2020February 25, 2020

And, as an aside, “Bernie Sanders matters”.

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3 Comments on Nomura’s McElligott: This Is ‘The Next Battle In Equities’

The Ice Age Is Driving The Equity Factor Bubble. And Albert Edwards Says ‘Disaster Awaits’

February 25, 2020

“I have an ugly vision of the future.”

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2 Comments on The Ice Age Is Driving The Equity Factor Bubble. And Albert Edwards Says ‘Disaster Awaits’

‘Under Control’? Markets Wary As Virus Cases Rise, Hong Kong Exports Plunge, Japan Dives

February 25, 2020February 27, 2020

“We took a hit yesterday”.

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2 Comments on ‘Under Control’? Markets Wary As Virus Cases Rise, Hong Kong Exports Plunge, Japan Dives

‘Very Good To Me’

February 24, 2020February 25, 2020

It depends on your perspective, I suppose.

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2 Comments on ‘Very Good To Me’

Bail Bond: ‘Four Decimal Watch’

February 24, 2020

“I’m on ‘four decimal watch.”

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Werewolves, Emergency Rate Cuts And Peak COVID-19 Panic

February 24, 2020February 24, 2020

A watershed moment?

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6 Comments on Werewolves, Emergency Rate Cuts And Peak COVID-19 Panic

COVID Commodities Carnage Raises Stakes For Crude Cartel

February 24, 2020February 24, 2020

Head in the sand?

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oil, OPECLeave a Comment on COVID Commodities Carnage Raises Stakes For Crude Cartel

‘Unshackled’: Gamma Collapse Opens Door For COVID-19 To ‘Shock-Down’ Stocks, Nomura’s McElligott Says

February 24, 2020February 24, 2020

“This is no drill”.

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Monday, Bloody Monday.

February 24, 2020February 24, 2020

Turmoil.

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6 Comments on Monday, Bloody Monday.

‘The World Is Getting Spooky’: Risk Assets Start New Week On Shaky Ground

February 23, 2020February 23, 2020

The market hates uncertainty…

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3 Comments on ‘The World Is Getting Spooky’: Risk Assets Start New Week On Shaky Ground

China’s Small- And Medium-Sized Companies Face Imminent Existential Crisis: Survey

February 23, 2020June 2, 2020

“A tax reduction doesn’t help if you don’t even have income”.

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4 Comments on China’s Small- And Medium-Sized Companies Face Imminent Existential Crisis: Survey

Bernie Sanders Isn’t ‘Crazy.’ But The Rest Of Us Just Might Be.

February 23, 2020February 23, 2020

Who you calling “crazy”?

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18 Comments on Bernie Sanders Isn’t ‘Crazy.’ But The Rest Of Us Just Might Be.

‘Red Alert’: COVID-19 Scare Worsens Materially

February 23, 2020February 24, 2020

A “crucial stage”.

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3 Comments on ‘Red Alert’: COVID-19 Scare Worsens Materially

‘V’ Is For ‘V-Shaped’: IMF Assumes China Will Be ‘Back To Normal’ In Q2

February 22, 2020

“We are also looking at more dire scenarios”.

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1 Comment on ‘V’ Is For ‘V-Shaped’: IMF Assumes China Will Be ‘Back To Normal’ In Q2

‘There Is Quite An Evident Contagion’: Korea, Italy, Iran Outbreaks Stoke New Virus Worries

February 22, 2020February 24, 2020

Stimulus efforts aren’t going to matter if people are confined to their homes or otherwise frightened of engaging in economic activities.

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5 Comments on ‘There Is Quite An Evident Contagion’: Korea, Italy, Iran Outbreaks Stoke New Virus Worries

‘If You Can’t Trust A Fix, What Can You Trust?’

February 22, 2020October 11, 2021

“It’s gettin’ so a businessman can’t expect no return from a fixed fight”.

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Hall Of Mirrors And The Lost Art Of Controlled Burns

February 21, 2020February 22, 2020

“Afflictions”.

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3 Comments on Hall Of Mirrors And The Lost Art Of Controlled Burns

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Monthly Letter

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Recent Comments

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Monthly Letters

To Be Happy

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Hell Or High Fashion

July 3, 2026July 3, 2026

Escape Artists

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