The Trump administration’s Gaza ceasefire lasted less than a week. More than a dozen Palestinians
Author: therealheisenberg
Return Of The Number Crunchers
As you might’ve heard, the Trump administration’s recalling a handful of furloughed BLS statisticians this
Weekly: Of Roaches And Mini-Crises
Everybody can’t be me, and in a lot of respects that’s a blessing for humanity.
Rich But Not Crazy
Rich but not crazy. That’s global equities. Bubble coverage took a backseat to cockroach coverage
When Rackets Fail
If you’re going to make a living — any kind of living — on threats,
Depressed And Bullish
Never mind what they say, watch what they do. You could argue that’s the right
It Must Be A God
Gold. It’s shiny and it looks like the sun. It must be a god. In
Roach Panic
Goddammit, here we go. There’s nothing I despise more as a chronicler of daily macro-market
No, Poor Americans Aren’t Rich Now
I don’t want to be too abrasive about this, but it needs to be said
What’s Next For Gaza (Nothing Good!)
“They’re going to disarm. If they don’t disarm, we’ll disarm them.” (Narrator: They’re not going
Hope Floats For America’s Forlorn Homebuilders
The homebuilders are feeling better. With the caveat that “better” is even more of a
‘You Can’t Do This In A Nation Of Laws’
“You can’t do this in a nation of laws.” Said everyone who’s so far failed
Maoist Malaise
The thing that’s great about strict autocracies is… well, nothing. Nothing’s great about uncompromising authoritarianism,
Yes, Scott, Trump’s Scared Of The Stock Market
The Trump administration’s not going to let a stock market decline get in the way
Morgan Stanley Wins Stock-Trading Bragging Rights With 35% Surge
Morgan Stanley’s supposed to shine in stock trading. It’s tradition. But like the Winter Hill
Boring BofA Just Had A Really Good Quarter
“Revenues grew at a much faster rate than expenses,” Brian Moynihan said Wednesday morning, in
Risk Taking And Sell Signals
Strange as this sounds, a fixture of the equity melt-up to a succession of new
You Buy Bubbles, You Don’t Short Them
This isn’t investment advice, but for the hundred millionth time: You don’t short bubbles, you
Shipping Problems
“Don’t worry about China. It will all be fine!” That joke probably isn’t going to
Parsing The Nuance Of Goldman’s Record Quarter
You already knew it was going to be a decent quarter for Goldman. Dealmaking’s back
JPMorgan Beats On Nearly Everything. Dimon Says Prepared For Literally Anything.
JPMorgan kicked off big bank earnings Tuesday with a top-line beat, a bottom-line beat and
TACO Alpha
TACO. Who wants TACOs? I’m referring, of course, to the acronym for “Trump Always Chickens
Beware The Jabberwock
“These things have gotten so complex you need the whole thing,” Sam Altman said Monday,
De-Coupling? No Problem
Vandelay Industries had a solid month in September, trade data released on Monday suggested. Indeed,
Only The Dead
“You know what would be great? If we could make a peace deal with [Iran].”
(Do Fear) The Reaper
Life could get “tough,” particularly for the world’s have-nots, in the event of a “sharp
Gold To $6,000?
Gold bulls, like Bitcoin bulls, tend to be an excitable bunch prone to wild extrapolation.
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