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Author: therealheisenberg

Congrats To William Barr And Wilbur Ross, Who Were Held In Criminal Contempt On Wednesday

July 17, 2019July 17, 2019

“Shameful and cynical politics”, apparently.

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Rand Paul Is Going To Save Us All From A Horrific War With Iran

July 17, 2019July 17, 2019

As you can imagine, Trump’s Iran hawks aren’t amused.

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As ‘Trade War’ Retains Top Spot On ‘Tail Risk’ List, Congress Calls Trump’s Huawei Bluff

July 17, 2019July 17, 2019

So, how serious is the administration about “national security”, really?

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Republicans Kobach, Kennedy Take ‘Bizarre’ To Next Level In Surreal TV Cameos

July 17, 2019July 17, 2019

The fearmongering has become a caricature of itself.

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Bank Of America Net Interest Income Misses Lowest Estimate

July 17, 2019July 17, 2019

NII in focus.

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After Long, Absurd Day, House Votes To Condemn Trump’s AOC, Omar Attacks As Racist

July 16, 2019July 17, 2019

“These comments from the White House are disgraceful and disgusting and the comments are racist”.

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Marko Kolanovic: Unless There’s An External Volatility Shock, Equity Exposure To Increase

July 16, 2019July 16, 2019

“Once exposure starts to increase, it tends to continue until”…

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Trump Reminds You That Tariff Man’s Trigger Finger Is Itchy As All Get-Out

July 16, 2019

“Tariffs only have a positive impact on the US”. 

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As Trump Triples Down Ahead Of House Rebuke, Let’s Get Real About That Leaked Democratic Poll

July 16, 2019July 16, 2019

Frayed nerves.

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Goldman Beats, Is Proud Of Equities Trading Results

July 16, 2019July 16, 2019

Equities trading delivers the second-best quarterly performance in four years.

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JPMorgan Cuts Net-Interest Income Forecast – Market Not Amused

July 16, 2019July 16, 2019

Thanks, Jay.

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Trump Torched By AOC, Omar, Tlaib, Pressley In Blistering Capitol Hill Presser

July 15, 2019July 16, 2019

“It is time for us to stop allowing this president to make a mockery of our constitution”.

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14 Comments on Trump Torched By AOC, Omar, Tlaib, Pressley In Blistering Capitol Hill Presser

‘She Hates Jews, She Loves Al-Qaeda’: Trump Hits New Low With Shocking Ilhan Omar Attack

July 15, 2019July 15, 2019

A new low for Trump, and a new low for the country.

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Goldman Solves The Case Of The Missing 1% Of GDP

July 15, 2019July 15, 2019

“Traveling back in time to witness the collapse of the Soviet Union and the birth of grunge music would be exciting in many ways”…

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1 Comment on Goldman Solves The Case Of The Missing 1% Of GDP

Trump Moves To End Asylum For All Central Americans While Graham Calls The Squad ‘A Bunch Of Communists’

July 15, 2019July 15, 2019

“Need I say more?”

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NY Manufacturing Activity Made ‘Generally Somewhat’ Better Again After Worst Decline In Recorded History

July 15, 2019July 15, 2019

“Make America generally somewhat better again!”

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Trump Decides To Make Fun Of China’s Economy, Hints At More Tariffs

July 15, 2019July 15, 2019

“China wishes it had not broken the original deal”.

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Chinese Economy Grows At Slowest Pace In Decades, But Key Activity Data Tops Estimates

July 14, 2019July 14, 2019

This is either good news, or bad news or both – depending on your perspective.

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Erdogan Plays With Fire, Promises Rate Cuts As US Said Ready To Announce Sanctions In S-400 Spat

July 14, 2019July 14, 2019

“You can’t keep a good autocrat down”.

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Summer Lull Meets Data Deluge, Earnings: Full Week Ahead Preview

July 14, 2019July 15, 2019

Markets are ostensibly free to focus on the “fundamentals” again. 

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If Nancy Pelosi Can’t Defend Ocasio-Cortez, Omar And Tlaib, The Speaker Should Resign

July 14, 2019July 14, 2019

On Sunday, Donald Trump told Ilhan Omar to go back where she came from. Pelosi is indirectly contributing to his vitriol.

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22 Comments on If Nancy Pelosi Can’t Defend Ocasio-Cortez, Omar And Tlaib, The Speaker Should Resign

‘Diplomatic Vandalism’: Latest Leaked Darroch Cables Show Trump Exited Iran Deal Purely To Spite Obama

July 14, 2019July 14, 2019

“The Administration is set upon an act of diplomatic vandalism”.

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For These Investors, It’s ‘Still All About China’

July 13, 2019

But a little bit about recession, deflation and currency wars, too.

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As ‘VaR Shock’ Talk Gets Louder, Let’s Keep The ‘Tantrum’ Tabloid Calls In Perspective

July 13, 2019July 14, 2019

Of course, waxing hyperbolic/hysteric is something different from warning that something is possible.

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In ‘Strange Twist Of Fate’, Cheshire Cat Smiles Just As Phillips Curve Is Left For Dead

July 12, 2019July 12, 2019

“The Phillips curve now is fully ‘alive’, only to be half-ignored”.

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‘I Think It’s Extremely Important’: As Stocks Hit New Records, Here’s This Week’s Simple Takeaway

July 12, 2019July 13, 2019

Maybe good news can actually be interpreted as positive for risk assets again.

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Two Key Recession Risks Aren’t Flashing Red – Ironically, Fed Cuts May Change That

July 12, 2019July 12, 2019

Oh, the irony.

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