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Author: therealheisenberg

Is Your 409K Up 100% Or Isn’t It?! Asking For Donald Trump

January 9, 2020January 9, 2020

“What are you doing wrong?”

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3 Comments on Is Your 409K Up 1003 Or Isn’t It?! Asking For Donald Trump

The Case For The Fed Cutting Rates Back To Zero

January 9, 2020January 16, 2020

“…you cannot fight a recession with only one or two rate cuts”.

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Remember The Trade Deal? China RSVPs For Trump’s ‘Phase One’ Party

January 9, 2020

Gao said he has no additional information to offer about the terms of the deal.

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2 Comments on Remember The Trade Deal? China RSVPs For Trump’s ‘Phase One’ Party

It’s A Stampede! Fading War Fears Trigger Global Running Of The Bulls

January 9, 2020January 9, 2020

“…everything really is awesome”.

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China Inflation Sticks Near Seven-Year High, PPI Deflation Eases

January 8, 2020

Better at the margins, it appears.

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Morgan Stanley: A Good Economy Does Not Guarantee Trump’s Re-Election

January 8, 2020

“We have no precedent for an incumbent with a good economy but weak poll numbers”.

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After ‘Absolutely Insane’ Soleimani Briefing, A Stunned Congress Moves To Limit Trump’s War Powers

January 8, 2020January 9, 2020

“It was probably the worst briefing I’ve seen… in the nine years I’ve served in the United States Senate”.

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1 Comment on After ‘Absolutely Insane’ Soleimani Briefing, A Stunned Congress Moves To Limit Trump’s War Powers

Iran ‘Stands Down’, Bulls Stand Up In Epic Reversal On Wall Street

January 8, 2020January 8, 2020

Better than 80% of S&P 500 stocks are perched above their 200-day moving average.

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1 Comment on Iran ‘Stands Down’, Bulls Stand Up In Epic Reversal On Wall Street

‘Iran Appears To Be Standing Down’: Trump Cancels World War III, A Postmortem

January 8, 2020January 8, 2020

It could have been worse.

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11 Comments on ‘Iran Appears To Be Standing Down’: Trump Cancels World War III, A Postmortem

For Saudi Aramco, Threat Of Retribution Overshadows Oil Spike In Iran Drama

January 8, 2020January 8, 2020

“Not good, not good”.

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Utterly Terrible: Order Book Contraction Nightmare Drags Into 18th Month In Germany

January 8, 2020January 8, 2020

It’s dire. With apologies, there’s no other way to describe it.

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2 Comments on Utterly Terrible: Order Book Contraction Nightmare Drags Into 18th Month In Germany

Markets Whipsawed As Ghost Of Qassem Soleimani ‘Goes Bump In The Night’

January 8, 2020January 8, 2020

“Be careful about bullishness at the close of the US trading”.

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2 Comments on Markets Whipsawed As Ghost Of Qassem Soleimani ‘Goes Bump In The Night’

Iran Strikes Seen As Issue Of National Pride, May Further Goal To Push US Out Of Iraq

January 8, 2020January 8, 2020

“What matters is that the presence of America in this region should come to an end”.

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2 Comments on Iran Strikes Seen As Issue Of National Pride, May Further Goal To Push US Out Of Iraq

Markets Upended By Iran Strikes. Trump Says ‘All Is Well’

January 7, 2020January 7, 2020

Some have suggested this is really nothing more than a “token” response from Tehran.

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oil5 Comments on Markets Upended By Iran Strikes. Trump Says ‘All Is Well’

Iran Begins ‘Operation Martyr Soleimani’, Hits US Bases Including Al-Asad With Rockets

January 7, 2020January 8, 2020

“This morning, courageous fighters of the IRGC’s Air Force launched a successful operation”.

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5 Comments on Iran Begins ‘Operation Martyr Soleimani’, Hits US Bases Including Al-Asad With Rockets

Ray Dalio’s Pure Alpha II Logs First Annual Loss In Nearly Two Decades

January 7, 2020January 7, 2020

“Also-ran”?

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hedge funds4 Comments on Ray Dalio’s Pure Alpha II Logs First Annual Loss In Nearly Two Decades

Trump, Esper Cling To Soleimani Narrative In Painfully Absurd On-Camera Remarks

January 7, 2020January 8, 2020

“I like to obey the law”.

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3 Comments on Trump, Esper Cling To Soleimani Narrative In Painfully Absurd On-Camera Remarks

Mitch McConnell Still Not Sure Why Senate Needs Witnesses When Acquittal Is Foregone Conclusion

January 7, 2020January 7, 2020

“A trial isn’t a trial without evidence”.

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5 Comments on Mitch McConnell Still Not Sure Why Senate Needs Witnesses When Acquittal Is Foregone Conclusion

Why One Bank Thinks Iran’s Next Move ‘May Not Involve Oil At All’

January 7, 2020

It may be counterproductive to engineer a large supply disruption.

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oil5 Comments on Why One Bank Thinks Iran’s Next Move ‘May Not Involve Oil At All’

Nomura’s McElligott On Markets After Soleimani Swan Song: ‘We Short Vol. Knowing We’re Backstopped’

January 7, 2020January 7, 2020

And don’t forget about the gamma pin. And buybacks.

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1 Comment on Nomura’s McElligott On Markets After Soleimani Swan Song: ‘We Short Vol. Knowing We’re Backstopped’

Trump Administration Effectively Bans Javad Zarif From UN So… See You At Davos!

January 7, 2020January 7, 2020

“The world is not limited to New York”.

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Euro-Area Inflation Rises Most In 8 Months Just In Time For World War III To Push Oil Prices To $800

January 7, 2020

We jest. Hopefully.

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Iran Planning ‘Historic Nightmare’ For America, Designates Pentagon Terrorist Group, 40 Killed In Stampede At Soleimani Funeral

January 7, 2020January 7, 2020

“We’re going to war, bro”.

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3 Comments on Iran Planning ‘Historic Nightmare’ For America, Designates Pentagon Terrorist Group, 40 Killed In Stampede At Soleimani Funeral

Will They Or Won’t They? Markets Hold Breath As Iran Weighs Retribution

January 6, 2020January 7, 2020

“In the absence of new developments”…

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Iran’s Currency, Stocks Shudder After Soleimani Death

January 6, 2020

Who’s a buyer?

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‘I Am Prepared To Testify’: John Bolton (And His Mustache) Will Appear Before Senate In Impeachment Trial If Subpoenaed

January 6, 2020

“Accordingly, since my testimony is once again at issue”…

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CTAs ‘Are Likely To Amplify’ Oil Price Spike, JPMorgan Says

January 6, 2020

Chasing the momentum?

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