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Author: therealheisenberg

Carry On. There Are Stocks To Buy.

December 20, 2019December 20, 2019

Lacking impediments, global stocks summit ever higher peaks.

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2 Comments on Carry On. There Are Stocks To Buy.

Don’t Be So ‘Sensitive’: How Much Will The Data Matter For Markets In 2020?

December 19, 2019

“Data dependent”, so to speak.

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3 Comments on Don’t Be So ‘Sensitive’: How Much Will The Data Matter For Markets In 2020?

In Record-Setting Stock Rally, USMCA, Trump Scores Pyrrhic Victories Amid Impeachment

December 19, 2019December 20, 2019

Now if only Trump could get the “Do Nothing” ISM to cooperate, he’d be in good shape.

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1 Comment on In Record-Setting Stock Rally, USMCA, Trump Scores Pyrrhic Victories Amid Impeachment

This 2s10s Curve Is Still Inverted…

December 19, 2019December 19, 2019

And has been for the better part of two years.

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Steve Mnuchin: Other Than Trump Being Impeached, Things Are ‘Terrific’

December 19, 2019December 19, 2019

“Well first of all, it’s great to be here with you”…

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1 Comment on Steve Mnuchin: Other Than Trump Being Impeached, Things Are ‘Terrific’

McConnell, Schumer Square Off Over Trump’s Senate Trial As Pelosi Plans Next Move

December 19, 2019

“Is the president so weak than none of the president’s men can defend him under oath?”

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7 Comments on McConnell, Schumer Square Off Over Trump’s Senate Trial As Pelosi Plans Next Move

What To Know About The Biggest Chinese Liquidity Injection Since January

December 19, 2019December 19, 2019

It’s worth taking a few minutes to understand the specifics.

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Hacks, Brexit, Boris And Carney Replacement Search Make For Fun Times At BOE

December 19, 2019

In flux…

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Riksbank ‘Sadomonetarists’ Exit Negative Rates To Fanfare

December 19, 2019December 19, 2019

Cue Paul Krugman.

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Congrats To Donald Trump On Joining The Highly Exclusive Club Of Impeached US Presidents

December 18, 2019December 19, 2019

The president was impeached while telling a story about invisible stealth fighters to a crowd in Michigan.

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4 Comments on Congrats To Donald Trump On Joining The Highly Exclusive Club Of Impeached US Presidents

Get Ready. ‘Great Rotation II’ Is Coming, JPMorgan Says

December 18, 2019December 18, 2019

A “structural change” is coming.

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5 Comments on Get Ready. ‘Great Rotation II’ Is Coming, JPMorgan Says

Trump Paralyzed The WTO’s Appellate Body. Then He Filed An Appeal.

December 18, 2019

It’s “almost comical”.

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2 Comments on Trump Paralyzed The WTO’s Appellate Body. Then He Filed An Appeal.

Stanley Druckenmiller: ‘This Crazy President Saying We Need Negative Rates Is Most Anti-Capitalist Idea Ever’

December 18, 2019May 12, 2020

“This administration, with wondering about where the hell the next bomb is coming from”…

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1 Comment on Stanley Druckenmiller: ‘This Crazy President Saying We Need Negative Rates Is Most Anti-Capitalist Idea Ever’

Stanley Druckenmiller Delivers 2020 Outlook. Here Are Some Charts And Brief Color

December 18, 2019May 12, 2020

“I’m 66, I might be dead by the time it happens”.

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3 Comments on Stanley Druckenmiller Delivers 2020 Outlook. Here Are Some Charts And Brief Color

Here’s What Usually Happens After The S&P Has A Blockbuster Year

December 18, 2019

“Objects in motion”…

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1 Comment on Here’s What Usually Happens After The S&P Has A Blockbuster Year

As House Moves To Impeach On ‘Sad’, Historic Day, Trump Sends Sarcastic Christmas Cards To Democrats

December 18, 2019December 19, 2019

“Really sick”.

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4 Comments on As House Moves To Impeach On ‘Sad’, Historic Day, Trump Sends Sarcastic Christmas Cards To Democrats

Markets Adrift As Traders Search For Catalysts Amid Trade Lull

December 18, 2019December 18, 2019

Expect details around the trade deal to remain scant in the near-term.

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With Nothing Left To Lose, Rudy Giuliani Goes All-In Amid Investigations, Impeachment

December 17, 2019December 18, 2019

“Just in case you think we’re on defense, we’re not”.

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5 Comments on With Nothing Left To Lose, Rudy Giuliani Goes All-In Amid Investigations, Impeachment

Special Delivery! FedEx Drives Up, Drops Off Box Of God-Awful Numbers. Drives Off.

December 17, 2019

It’s bad. It’s so bad.

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‘A Dramatic Turnaround’: BofA’s December Fund Manager Survey ‘Confirms The Bulls Are Back’

December 17, 2019December 17, 2019

More “FOMO” feeling as recession risk is rapidly priced out.

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As Another Trump Associate Gets Jail Sentence, ‘Moscow Mitch’ Readies ‘Sham’ Senate Trial

December 17, 2019December 17, 2019

“Impeachment trials, like most trials, have witnesses.”

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4 Comments on As Another Trump Associate Gets Jail Sentence, ‘Moscow Mitch’ Readies ‘Sham’ Senate Trial

Do You Know What Would Be, Like, ‘Sooo Great’ For The Economy? Donald Trump Does.

December 17, 2019December 17, 2019

“Zoom!”

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1 Comment on Do You Know What Would Be, Like, ‘Sooo Great’ For The Economy? Donald Trump Does.

Albert Edwards Adds Sellside Bond Yield Forecasts To Benjamin Franklin’s Short List Of Life Certainties

December 17, 2019December 17, 2019

“…the symptoms of a congenital condition so deeply ingrained it will never change”.

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2 Comments on Albert Edwards Adds Sellside Bond Yield Forecasts To Benjamin Franklin’s Short List Of Life Certainties

So, The Pound Is Plunging. Turns Out A Crash-Out Brexit Is Still In Play

December 17, 2019

Just another day in geopolitical hell.

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2 Comments on So, The Pound Is Plunging. Turns Out A Crash-Out Brexit Is Still In Play

Get The Swords, Saudi Aramco Falls For First Time Since IPO

December 17, 2019

It’s an “exceptional company”.

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5 Comments on Get The Swords, Saudi Aramco Falls For First Time Since IPO

China Ponders Ethanol Tariff Waivers, Gimmicks To Meet Trump’s Impossible Farm Ask

December 17, 2019December 17, 2019

According to the ubiquitous “people familiar with the matter”…

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1 Comment on China Ponders Ethanol Tariff Waivers, Gimmicks To Meet Trump’s Impossible Farm Ask

China Is Still Handing Out Billions In Subsidies To Corporations. And No US President Is Going To Stop Them.

December 16, 2019December 16, 2019

“The Communist Party leadership draws its authority from the distribution of wealth”.

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