“So my question is”…
Author: therealheisenberg
The Fed’s New Job: Financing Rationality Deficits
Contesting exaptation.
Trump Promises Biblical Stock Market Crash If ‘Anyone But Him Takes Over’ America
Now this is a bold call.
Paul Tudor Jones May Be Right, But At The End Of The Day, We’re All ‘Clueless’
“No one is sure whether we are facing the definitive downswing.”
Hong Kong Suspends Extradition Bill After Brush With Disaster, But It Ain’t Over
Carrie Lam thinks it might be a good idea to “do more explanation work”.
Mike Pence Was All Fired Up To Exacerbate The New Cold War – And Then Trump Stopped Him
“…until Donald Trump stepped in.”
$690 Billion In AUM Is The Most Bullish On Treasurys Since 2009
As consumer inflation expectations crater…
India Poised To Kick America In The Actual Nuts With Tariffs On Almonds – And Also Apples
“There will be no further extensions.”
Nomura’s McElligott Talks ‘Dealer Destruction’, Gold And ‘The Most Crowded Trade On The Planet’
And there’s a Nassim Taleb quote for good measure.
Latest China Data Is Yet Another Reminder Of Global Economic Precarity
Time to use some of that “tremendous” policy flexibility.
Dueling Investor Groups And The Risk Of A ‘Fool Me Once’ G-20
Essentially, we’re right back in the same position we were in headed into the Trump-Xi dinner in Argentina.
‘OG’ Yield Curve Whisperer’s Fourth Horseman Of Recession Rode In On Wednesday
“I consider the yield curve the last of four horsemen of the recession to rear its head”.
Albert Edwards Feels ‘An Earthquake Happening In Government Bonds’
For Albert, it’s now just a question of “how negative bond yields will go”.
Beyond The Event Horizon And Recession As The Only Circuit Breaker
“Nobody can quite figure it out.”
One Contrarian Bets Trump Is Playing A ‘Shrewd Game’. Brinksmanship Is Fraught With Risk Regardless
This is a dangerous gamble and the margin for error appears to be quite thin.
Trump Lobs More Tariff Threats, Insults Germany During Duda Presser
Escalations, tough talk and insults.
Marko Kolanovic Talks ‘The Trump Recession’, Says Market Damage From Trade War Is ‘100X The Tariffs Collected’
“Given all of this – why are we not bearish?”
As Antitrust Probes Ramp Up, Facebook, Amazon, Google Investors Should Fear These Charts
For now, most observers will likely scoff at “breakup risk”, but…
Fading Fed Cuts Just Got A Little Harder
Still cool.
Hong Kong Hijinks
One more aggravating factor.
‘Tired Of Winning’
“It’s me right now.”
Larry Kudlow’s Public Humiliation Tour Resumes
Whatever you say, Larry. Whatever you say.
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