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Author: therealheisenberg

Jimmy Carter: ‘Trump Didn’t Actually Win The Election’

June 28, 2019June 28, 2019

“Just admit that it happened”.

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2 Comments on Jimmy Carter: ‘Trump Didn’t Actually Win The Election’

The Nominee

June 28, 2019June 28, 2019

“That little girl was me”.

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15 Comments on The Nominee

Make PMIs Contractionary Again!

June 28, 2019June 28, 2019

As ever, the perverse silver lining is…

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1 Comment on Make PMIs Contractionary Again!

Dysfunctional Family.

June 28, 2019November 9, 2021

“Don’t meddle in the election”. And other highlights.

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After Scorching First Half, Nobody Knows What Comes Next For Markets

June 27, 2019June 28, 2019

“What gives?”

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1 Comment on After Scorching First Half, Nobody Knows What Comes Next For Markets

Trump Plans $100 Billion Middle Finger To Middle Class With Possibly Illegal Tax Break For The Rich

June 27, 2019June 27, 2019

A perpetual motion machine for inequality creation.

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18 Comments on Trump Plans $100 Billion Middle Finger To Middle Class With Possibly Illegal Tax Break For The Rich

Twitter Cracks Down On ‘Abusive Behavior’ By ‘Government Officials’

June 27, 2019

“The Twitter rules about abusive behavior apply to this tweet”.

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2 Comments on Twitter Cracks Down On ‘Abusive Behavior’ By ‘Government Officials’

As Trump Said Unlikely To Lift Huawei Ban, Kudlow Cries ‘Fake News, Just For The Heck Of It’ – Or Something

June 27, 2019June 27, 2019

“Look, let’s see what happens”.

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3 Comments on As Trump Said Unlikely To Lift Huawei Ban, Kudlow Cries ‘Fake News, Just For The Heck Of It’ – Or Something

Albert Edwards: ‘By Hook Or By Crook, Jerome Powell Will Be Out’ If There’s A Recession

June 27, 2019

“If this is what President Trump is like now, imagine if I am right”…

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6 Comments on Albert Edwards: ‘By Hook Or By Crook, Jerome Powell Will Be Out’ If There’s A Recession

Stocks In Vietnam Slide Most In Three Months After Trump Calls Country ‘Single Worst Abuser Of Everybody’

June 27, 2019

The Vietnam question.

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China To Demand Lifting Of Huawei Ban As Precondition For Trade Truce

June 27, 2019June 27, 2019

A set of terms.

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3 Comments on China To Demand Lifting Of Huawei Ban As Precondition For Trade Truce

Market-Implied Odds Of Trade Resolution Collapsed From 80% To 7% Last Month. Here’s Where They Are Now

June 26, 2019June 27, 2019

Enjoy any truce while it lasts.

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3 Comments on Market-Implied Odds Of Trade Resolution Collapsed From 803 To 73 Last Month. Here’s Where They Are Now

Chips, Crude And Today’s ‘Pain Trade’

June 26, 2019

A few quick points.

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One Bank’s $30 ‘Uber-Bearish’ Oil Scenario And A ‘Worrying Asymmetry’

June 26, 2019June 26, 2019

It’s not “crazy”.

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oil, OPEC3 Comments on One Bank’s $30 ‘Uber-Bearish’ Oil Scenario And A ‘Worrying Asymmetry’

We’re All Albert Edwards Now: Goldman Delivers Dramatic Cuts To Bond Yield Forecasts

June 26, 2019

Marking to misery.

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In Wild Bartiromo Call, Trump Mocks ‘Tough Guy’ Powell, Calls Vietnam An ‘Abuser’, Says US Should Sue Tech Companies

June 26, 2019June 26, 2019

On Wednesday, the president called Maria Bartiromo. It was quite something. 

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6 Comments on In Wild Bartiromo Call, Trump Mocks ‘Tough Guy’ Powell, Calls Vietnam An ‘Abuser’, Says US Should Sue Tech Companies

How Micron Beat Trump’s Huawei Ban

June 26, 2019June 26, 2019

“Life, uh… finds a way”.

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1 Comment on How Micron Beat Trump’s Huawei Ban

Steve Mnuchin Is 100% Sure That Trade Deal Was 90% Done Before It Fell Apart

June 26, 2019June 26, 2019

Hope floats.

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2 Comments on Steve Mnuchin Is 1002 Sure That Trade Deal Was 902 Done Before It Fell Apart

Robert Mueller Is Coming… To Capitol Hill, On July 17

June 25, 2019June 26, 2019

America hasn’t heard the last of ‘Bobby Three Sticks’, apparently.

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Why One Bank Thinks The Probability Of A New Equity ‘Melt-Up’ Has Increased

June 25, 2019

Place your bets.

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4 Comments on Why One Bank Thinks The Probability Of A New Equity ‘Melt-Up’ Has Increased

US Sets Low Bar For Trump-Xi G20 Meeting, Official Says

June 25, 2019June 25, 2019

At least low bars are easy to clear.

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When Is A Dove Not A Dove? Bullard, Powell Tuesday Tag Team Fails To Inspire

June 25, 2019June 25, 2019

“We are human and we make mistakes”.

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‘No More Obama!’ Trump Threatens To ‘Obliterate’ Iran After Rouhani Calls Him Mentally Handicapped

June 25, 2019June 25, 2019

John Bolton’s famous mustache is twitching.

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12 Comments on ‘No More Obama!’ Trump Threatens To ‘Obliterate’ Iran After Rouhani Calls Him Mentally Handicapped

Oddly, Consumer Confidence Collapses During Historically Tremendous ‘Month Of June’

June 25, 2019

“…at some point, [this] could begin to diminish consumers’ confidence in the expansion.”

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Visualizing The ‘Market Zeitgeist’

June 25, 2019

Eye candy for the congregation.

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Are China’s Banks Next? WaPo ‘Death Penalty’ Report Rocks Chinese Financial Shares

June 25, 2019

“The ruling means Attorney General Barr or Treasury Secretary Mnuchin can terminate the bank’s ability to process US dollar transactions”.

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1 Comment on Are China’s Banks Next? WaPo ‘Death Penalty’ Report Rocks Chinese Financial Shares

Iran To America: The White House Is ‘Afflicted By Mental Retardation’

June 25, 2019June 25, 2019

“This clearly shows that you’re lying”. 

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3 Comments on Iran To America: The White House Is ‘Afflicted By Mental Retardation’

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Hell Or High Fashion

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