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Author: therealheisenberg

The Day The Earth Stood Still: In Death, Qassem Soleimani Halts Global Market Rally

January 3, 2020January 4, 2020

“This far eclipses the deaths of bin Laden or Baghdadi”.

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8 Comments on The Day The Earth Stood Still: In Death, Qassem Soleimani Halts Global Market Rally

Fed Minutes Show Rates On Hold, Repo Discussion Front And Center

January 3, 2020January 3, 2020

Policy is “appropriate”. Unless there’s a world war.

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President ‘Stop Endless Wars’ To Deploy 3,000 Troops To Mideast To Fight Ghost Of Qassem Soleimani

January 3, 2020January 3, 2020

“The dispatching of extra troops reflects concern about potential Iranian retaliatory action”.

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2 Comments on President ‘Stop Endless Wars’ To Deploy 3,000 Troops To Mideast To Fight Ghost Of Qassem Soleimani

ISM Manufacturing Posts Disastrous Miss For December In Blow To Reflation Narrative

January 3, 2020January 3, 2020

Lowest since 2009.

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1 Comment on ISM Manufacturing Posts Disastrous Miss For December In Blow To Reflation Narrative

Mike Pompeo’s Credibility Deficit Makes PR Effort Around Soleimani Assassination Hopeless

January 3, 2020January 3, 2020

“President Trump’s decision to remove Qassem Soleimani from the battlefield saved American lives”.

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5 Comments on Mike Pompeo’s Credibility Deficit Makes PR Effort Around Soleimani Assassination Hopeless

‘Ahhhh, A Tail’: Nomura’s McElligott Delivers Quick Thoughts Following Geopolitical Earthquake

January 3, 2020

“Is this event enough of a macro catalyst to trigger a larger deleveraging”?

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oil1 Comment on ‘Ahhhh, A Tail’: Nomura’s McElligott Delivers Quick Thoughts Following Geopolitical Earthquake

World Reacts To Assassination Of Qassem Soleimani: ‘This Is The Worst-Case Scenario’

January 3, 2020January 3, 2020

“At times, adversary looked more like ally, however tenuous the relationship”.

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9 Comments on World Reacts To Assassination Of Qassem Soleimani: ‘This Is The Worst-Case Scenario’

US Kills Qassem Soleimani In Historic Assassination

January 2, 2020January 3, 2020

It is impossible to overstate the significance of his demise.

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18 Comments on US Kills Qassem Soleimani In Historic Assassination

Amid Rip-Roaring Start To 2020, Did Small Caps Just Flash A Warning Signal?

January 2, 2020January 2, 2020

Oh, and speaking of that, 2020 kicked off with bull-flattening.

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3 Comments on Amid Rip-Roaring Start To 2020, Did Small Caps Just Flash A Warning Signal?

Can China Keep Easing Without Irritating Donald Trump?

January 2, 2020January 2, 2020

Tug-of-wars are inherently unsustainable.

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‘Sentiment Is Too Darn High’: ‘Melt-Up’ Replaces ‘Recession’ As Clickbait Topic Du Jour

January 2, 2020

Define “barnburner”.

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1 Comment on ‘Sentiment Is Too Darn High’: ‘Melt-Up’ Replaces ‘Recession’ As Clickbait Topic Du Jour

Net Supply Of Safe-Haven Bonds Set For First Drop In 4 Years As CBs Fire Up Presses

January 2, 2020January 2, 2020

The supply shortage is making a comeback.

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1 Comment on Net Supply Of Safe-Haven Bonds Set For First Drop In 4 Years As CBs Fire Up Presses

Bernie Dusts Dems In Q4 Fundraising Race With $34.5 Million Haul

January 2, 2020January 2, 2020

Meanwhile, Trump has more than $100 million cash on-hand.

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‘Dire’ Final PMIs Underscore Depth Of European Slump, Pernicious Brexit Impact

January 2, 2020January 2, 2020

“A dire end to 2019”.

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For Chinese Markets, Plunging Liquor No Match For RRR Cut, Trade Optimism

January 2, 2020January 2, 2020

Kweichow Moutai may be a harbinger, but it matters not on Thursday.

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Mohamed El-Erian Is Worried. Here’s Why…

January 1, 2020

“Improvement” may be such a relative term right now as to be nearly meaningless. 

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2 Comments on Mohamed El-Erian Is Worried. Here’s Why…

Requiem For A Dreamy 2019

January 1, 2020January 2, 2020

Happy new year.

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1 Comment on Requiem For A Dreamy 2019

‘You Can’t Do Anything’: Khamenei Lampoons Trump’s ‘Threat’ As US Deploys Infantry Battalion To Iraq

January 1, 2020

Trump is sending an infantry battalion.

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6 Comments on ‘You Can’t Do Anything’: Khamenei Lampoons Trump’s ‘Threat’ As US Deploys Infantry Battalion To Iraq

China Delivers Promised RRR Cut, Releasing 800 Billion Yuan In Liquidity

January 1, 2020January 1, 2020

Expect more where this came from in 2020.

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Bellwether South Korea Staggers Out Of Rough 2019 With Better-Than-Expected December Trade Data

December 31, 2019December 31, 2019

For the year, South Korea’s exports fell 10.3%.

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How Bad Would It Have Been Without The Xanax?

December 31, 2019January 1, 2020

We may never know.

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1 Comment on How Bad Would It Have Been Without The Xanax?

What’s Better Than Buying An Index Fund? Buying Index Stocks, That’s What.

December 31, 2019

This is pretty simple, really.

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4 Comments on What’s Better Than Buying An Index Fund? Buying Index Stocks, That’s What.

As Trump Talks Up ‘Very Large’ China Deal, Peter Navarro Feigns Excitement In Painful CNBC Chat

December 31, 2019December 31, 2019

“Let’s see what happens”.

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3 Comments on As Trump Talks Up ‘Very Large’ China Deal, Peter Navarro Feigns Excitement In Painful CNBC Chat

Embassy Incident, Kataib Hezbollah Strikes Are Latest Episode In America’s Cat-And-Mouse Game With Iran’s Soleimani

December 31, 2019December 31, 2019

Someone “will be held fully responsible”, Trump swears.

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5 Comments on Embassy Incident, Kataib Hezbollah Strikes Are Latest Episode In America’s Cat-And-Mouse Game With Iran’s Soleimani

2019’s Dominant Trends Reverse In Year-End Shuffle

December 31, 2019December 31, 2019

Don’t read too much into it.

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2 Comments on 2019’s Dominant Trends Reverse In Year-End Shuffle

China PMIs Show More Signs Of Tentative Stabilization As Factory Activity Expands For Second Month

December 30, 2019

Hardly a blowout, but it’ll do.

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‘We Didn’t Know Why Rudy Was Involved’: Giuliani, Lev Parnas Participated In Effort To Ease Maduro From Power In Venezuela

December 30, 2019December 30, 2019

Disconcerting and manifestly insane.

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2 Comments on ‘We Didn’t Know Why Rudy Was Involved’: Giuliani, Lev Parnas Participated In Effort To Ease Maduro From Power In Venezuela

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