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Author: therealheisenberg

Germany’s Obsession With ‘Black Zero’ Fiscal Policy Now Borders On Psychosis

February 14, 2020

There has to be a pain threshold.

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2 Comments on Germany’s Obsession With ‘Black Zero’ Fiscal Policy Now Borders On Psychosis

Big Miss On Retail Sales Control Group Marks Stark Contrast With Record-High Confidence, Stocks

February 14, 2020February 14, 2020

Not the best news.

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1 Comment on Big Miss On Retail Sales Control Group Marks Stark Contrast With Record-High Confidence, Stocks

Viral Valentines.

February 14, 2020February 14, 2020

Who wants to hold risk into the weekend?

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8 Comments on Viral Valentines.

William Barr Says Trump’s Tweets Make AG Job ‘Impossible’. Real Criticism Or Ruse?

February 13, 2020February 14, 2020

Are you “prepared for the ramifications” of your remarks, Mr. Barr?

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9 Comments on William Barr Says Trump’s Tweets Make AG Job ‘Impossible’. Real Criticism Or Ruse?

Here’s The Real Problem With Judy Shelton’s Fed Nomination

February 13, 2020

The issue isn’t her unorthodox views. The problem is that her views are subject to change virtually overnight.

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4 Comments on Here’s The Real Problem With Judy Shelton’s Fed Nomination

Albert Edwards: Retail Investors Will Be ‘Shocked’ To Discover The Truth About Corporate Debt Bubble

February 13, 2020February 13, 2020

It’s a “shame”…

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2 Comments on Albert Edwards: Retail Investors Will Be ‘Shocked’ To Discover The Truth About Corporate Debt Bubble

World’s Most Profitable Company Starting To Get Annoyed With Pesky Virus

February 13, 2020

But they’ll be fine…

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oil, OPECLeave a Comment on World’s Most Profitable Company Starting To Get Annoyed With Pesky Virus

A ‘Rare’ Local ‘Red Flag’ And A 30,000-Foot Reminder

February 13, 2020February 13, 2020

“Risk gets spooked”, a local consideration and a big-picture reminder.

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1 Comment on A ‘Rare’ Local ‘Red Flag’ And A 30,000-Foot Reminder

No. Nobody Cares About January’s ‘Hot’ Inflation Prints

February 13, 2020

And here’s why…

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1 Comment on No. Nobody Cares About January’s ‘Hot’ Inflation Prints

China’s Auto Slump Goes Viral In Record January Plunge

February 13, 2020

But don’t worry, Tesla will be fine, I’m sure.

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1 Comment on China’s Auto Slump Goes Viral In Record January Plunge

Sociopathic Tendencies.

February 13, 2020February 13, 2020

“No one asked about the data revisions”.

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4 Comments on Sociopathic Tendencies.

William Barr Has Date With House Judiciary Committee As Trump Gets More Brazen

February 12, 2020February 13, 2020

This “requires our immediate attention”.

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2 Comments on William Barr Has Date With House Judiciary Committee As Trump Gets More Brazen

Deutsche’s Kocic Explains How It Could All Dead End

February 12, 2020February 12, 2020

Any questions?

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14 Comments on Deutsche’s Kocic Explains How It Could All Dead End

Nomura’s McElligott: ‘Second-Order Melt-Up’ Setup Still In Play

February 12, 2020February 12, 2020

“Doing their thing”.

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2 Comments on Nomura’s McElligott: ‘Second-Order Melt-Up’ Setup Still In Play

Europe’s ‘Miserable’ Industrial Recession Deepened In December

February 12, 2020

How’s that austerity workin’ out for you?

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3 Comments on Europe’s ‘Miserable’ Industrial Recession Deepened In December

Markets Resilient, Blankfein Rants About Russians As Virus Lingers, Bernie Tops Polls

February 12, 2020February 12, 2020

Billionaires, Bernie and a possibly-fading pandemic.

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2 Comments on Markets Resilient, Blankfein Rants About Russians As Virus Lingers, Bernie Tops Polls

White House Back In Crisis: All 4 Roger Stone Prosecutors Quit Case After Barr Intervention

February 11, 2020October 11, 2021

Welcome to autocracy, America.

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10 Comments on White House Back In Crisis: All 4 Roger Stone Prosecutors Quit Case After Barr Intervention

Jerome Powell Positively IDed As Man Who Went Out To Dinner

February 11, 2020February 11, 2020

Is this you, or isn’t it?

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3 Comments on Jerome Powell Positively IDed As Man Who Went Out To Dinner

It’s Good To Be ‘Bigly’ Or, The ‘Perpetual Motion Machine’ At Work

February 11, 2020February 11, 2020

“Like the tech stocks in 2000, this seeming perpetual motion machine is unlikely to work forever.”

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1 Comment on It’s Good To Be ‘Bigly’ Or, The ‘Perpetual Motion Machine’ At Work

Checking In On The Earnings ‘Recession’

February 11, 2020February 11, 2020

It’s the “hockey stick”-style reacceleration forecasts that have some folks concerned.

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1 Comment on Checking In On The Earnings ‘Recession’

Hours After Being Maligned On Live TV By The President, Jerome Powell Chats With Congress

February 11, 2020February 11, 2020

“Helet me down.”

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1 Comment on Hours After Being Maligned On Live TV By The President, Jerome Powell Chats With Congress

As Virus Death Toll Passes 1,000, Chinese Government Begins To Fear Idled Economy

February 11, 2020February 11, 2020

Sick days. Lots of them.

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15 Comments on As Virus Death Toll Passes 1,000, Chinese Government Begins To Fear Idled Economy

Out On A Limb.

February 10, 2020February 11, 2020

No asset is an island.

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2 Comments on Out On A Limb.

Trump Delivered A Meaningless MAGA Budget Today. Let’s (Briefly) Discuss

February 10, 2020February 10, 2020

“Everyone knows the latest Trump budget is dead on arrival in Congress”.

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1 Comment on Trump Delivered A Meaningless MAGA Budget Today. Let’s (Briefly) Discuss

5 Reasons Why The S&P Didn’t Selloff Dramatically During Coronavirus Scare

February 10, 2020February 10, 2020

…efforts to speculate on how far stocks might fall proved superfluous.

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Leave a Comment on 5 Reasons Why The S&P Didn’t Selloff Dramatically During Coronavirus Scare

William Barr Takes Break From Ukraine And Theocratic Speechmaking To Indict Chinese Army For Equifax Hack

February 10, 2020February 10, 2020

“…the scale of the theft was staggering.”

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Leave a Comment on William Barr Takes Break From Ukraine And Theocratic Speechmaking To Indict Chinese Army For Equifax Hack

JPMorgan Flags Worsening In ‘One Of The Most Important Market Indicators’

February 10, 2020

“…similar to 2018, rate markets are sending warning signs”.

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3 Comments on JPMorgan Flags Worsening In ‘One Of The Most Important Market Indicators’

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