“We don’t think policymakers are in tune with these potential declines.”
Author: therealheisenberg
Requiem For 2018: A Visual Retrospective
At least we know what 2019’s consensus longs are.
Trump, ‘National Hero’, Rings In New Year By Acting Like A Crazy Tweaker
Trump long ago crossed the threshold beyond which satire is rendered null and void.
Deflationary Bust?
Insult is added to injury…
Elizabeth Warren Kicks Of 2020 Presidential Bid By Accidentally Echoing Trump’s ‘American Carnage’ Spiel
Elizabeth Warren’s first step towards 2020 run is also first misstep.
Fear And The Market’s Perverse Fascination With Calamity
Fear is self-reinforcing.
On John Kelly’s Disturbing Exit Interview With The LA Times
“Why can’t we do it this way?”
Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call
Something’s got to give in 2019.
God Bless The Golfers And Bowlers.
Liquidity, volatility and exercises in abject futility.
How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits
I told you today would be a “random musings” day…
Donald Trump, ‘Legendary’ Businessman, Made Christmas Eve Panic Call To Mystery Investor As Stocks Crashed
It doesn’t get any funnier than this, folks.
De-Globalization And The Path To Ruin – Random Thoughts On A Friday
This won’t end well for anyone.
Screw It Dude, Let’s Go Bowling.
Or golfing…
Deutsche’s Kocic Explains The Best 2018 S&P Call On Wall Street
“We are almost there!”
Rebalancing Flow Call Plays Out As Stocks Stage Insane Reversal In Dramatic Comeback
Call it whatever you like, because at this point, folks will take it.
Here’s The Latest On The Leveraged Loan Bubble Story, Because You Know You Were Wondering…
Everyone’s “favorite” bubble.
In Saudi Arabia, More Palace Intrigue As Al-Jubeir Humiliated
More shakeups in Riyadh.
Nomura’s McElligott Tells You ‘Why We’re Here’ And Where He Thinks We’re Going
“This seizure-like behavior isn’t endearing risk-taking in the final days of 2018″…
‘I Need Loyalty, I Expect Loyalty’: Jerome Powell Open To ‘Sit-Down’ With Trump
Because absolutely nothing could go wrong.
Plunging Futures, Yen Rebound Show Market Still Scared To Death Despite Wednesday Rally
Steel (slat) yourself.
Good News, Bad News And A Bull That Just Won’t Die
Random musings and such.
Premature ‘Fed Put’ Obituaries And The Laughable Perils Of Q1 2019
Are reports of the Fed put’s demise greatly exaggerated?
You must be logged in to post a comment.