“There can be no doubt now that Mr. Bolton directly contradicts the heart of the president’s defense”.
Author: therealheisenberg
Treasury Yields Erase Entire ‘Phase One’ Trade Deal Bounce Amid Virus Scare
It was risk-off out of the gate Monday.
(Still) The Most Underappreciated Tail Risk
It seems far-fetched now, but it’s always the ones you don’t see coming that are a problem.
Pandemic Fears Meet Fed, Impeachment, Tech Earnings With Stocks In Stratosphere
A little trepidation.
‘Head On A Pike’: Let’s Drop The Charade. Trump Physically Threatens People All The Time.
“Do you take that as a threat?”
Where Were You When The World Didn’t End?
When the US House rejected the Wall Street bailout bill on September 29, 2008, I
As Wuhan Virus Spreads, Will The Yuan Get Sick?
Assuming at least some of us live to trade another day…
‘Parabolic’ Tech And The ‘Good’ Idea Misnomer
Too often, we conflate getting in lower than the next person in a “greater fool” market with making a “good” decision.
After Worst Week For US Stocks Since August, The Big Story Is Actually Bonds
This really wasn’t supposed to happen.
Stocks, Crude Have Seen Enough ‘Deadly Respiratory Illness’ Headlines For One Week
Let’s just get to the weekend before anything really bad happens.
‘Take Her Out’: Trump Caught On Tape Telling Lev Parnas To ‘Get Rid’ Of Marie Yovanovitch
“I don’t care. Get her out tomorrow.”
‘TBH, I Doubt It Even Exists’: Some Now Worry Trump Auto Tariffs Based On Imaginary Document
Maybe it only exists in Wilbur’s dreams.
The ‘Boris Bounce’ Lives! ‘Decisive Change’ In UK PMIs Stokes Confusion Around Expected BOE Cut
It’s now a coin flip – basically.
Euro-Area PMIs Are Rorschach Test In January
No recession, but don’t bet on a “V-shaped” recovery.
Superbug, Superbull
But what is a “cycle” that doesn’t turn? Not a “cycle”, that’s for damn sure.Â
‘Just As Independent As The Fed’: Erdogan’s Son-In-Law Jokes About Trump’s Control Over Central Bank
This is yet another manifestation of Trump’s behavior normalizing autocratic regimes.
Nomura’s McElligott Takes Victory Lap As Markets Ponder Return Of ‘Duration Infatuation’
Back to the future, as “slow-flation” trades are once again en vogue.
Markets Look To Lagarde For ECB Strategy Review Details As Japanification Sets In
Mitigating ‘Japanification’ is all that matters now.
‘Rampant Panic’ In China, As Stocks Plunge In Worst Pre-Holiday Trade On Record
The China-US “equity ratio” appears to have tagged the lowest point since 2005 on Thursday.
Outbreaks And Tech Melt-Ups
A news anchor reads them, above static: “Stocks edged higher in volatile trading”…
51% Of Americans Want Trump Removed From Office. But He Isn’t Going Anywhere.
Personality cults, and such.
The Crucial Nuance Behind Bridgewater Co-CIO Bob Prince’s ‘Boom-Bust Cycle Is Over’ Declaration
“Bob, you’ve just it twice, and I’m still surprised”.
Trump’s Inaugural Committee Sued By D.C. For ‘Gross’ Abuse Of Nonprofit Funds To Enrich Trump Family
“The PIC thus paid 35 times more for rental of event space… than a comparable nonprofit organization”.
Pros, Retail Investors Alike Seen Maxed Out In Bubbly Bull Run
“You’re on 10… where can you go from there? Nowhere. Exactly”.
Trump Turns Davos Presser Into Anti-Impeachment Harangue
“This started the day I came down the escalator with the First Lady”.
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