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Author: therealheisenberg

With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?

June 20, 2019June 20, 2019

Did you miss it – again?

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5 Comments on With ‘Everything’ At All-Time Highs, Is It Really ‘Too Late’ To Be A Bull?

For Now, Record Highs. But ‘God Knows What Tomorrow Brings’

June 20, 2019June 20, 2019

…the warm, cozy feeling everyone gets from knowing the first Fed cut is just six short weeks away.

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Donald Trump Floats ‘Loose General’ Theory To Explain Iran Shooting US Drone Out Of The Sky

June 20, 2019June 20, 2019

“I’m right a lot”.

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6 Comments on Donald Trump Floats ‘Loose General’ Theory To Explain Iran Shooting US Drone Out Of The Sky

‘Record High!’ Trump Elated As Fed Brought To Heel, Says Iran Probably Shouldn’t Doubt How Crazy He Is

June 20, 2019June 20, 2019

Big records, big mistakes.

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7 Comments on ‘Record High!’ Trump Elated As Fed Brought To Heel, Says Iran Probably Shouldn’t Doubt How Crazy He Is

Nomura’s Charlie McElligott Serves Up Giant Dose Of, Quote, FOMC ‘#BOOMSAUCE’

June 20, 2019November 9, 2021

“The QE-trade is back in a major way.”

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10 Comments on Nomura’s Charlie McElligott Serves Up Giant Dose Of, Quote, FOMC ‘#BOOMSAUCE’

Buy It All.

June 20, 2019June 20, 2019

The promise of perpetual liquidity provision…

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Iran’s ‘Clear Message’ For Donald Trump

June 20, 2019June 20, 2019

To the brink.

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4 Comments on Iran’s ‘Clear Message’ For Donald Trump

Goldman Throws In The Towel, Says Fed Cuts Coming In July, September

June 19, 2019

It was a long time coming.

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3 Comments on Goldman Throws In The Towel, Says Fed Cuts Coming In July, September

It’s Almost Over For Jerome Powell: Trump Says He Has Authority To Replace Fed Chair

June 19, 2019June 19, 2019

If the Fed doesn’t cut rates in July, Powell is out as chair.

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13 Comments on It’s Almost Over For Jerome Powell: Trump Says He Has Authority To Replace Fed Chair

Jeff Gundlach Makes Stunning Suggestion: Trump May Pull Out Of 2020 Election

June 19, 2019June 20, 2019

If the economy rolls over, “there’s very little for him to run on.”

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2 Comments on Jeff Gundlach Makes Stunning Suggestion: Trump May Pull Out Of 2020 Election

‘It’s Just A Matter Of When’: What Wall Street Thinks Of The June FOMC

June 19, 2019

The only question for markets is “By how much?”

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Powell Fed, Now Hostage To Bond Market And Donald Trump, Largely Delivers

June 19, 2019June 19, 2019

“Further reaffirmation”.

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3 Comments on Powell Fed, Now Hostage To Bond Market And Donald Trump, Largely Delivers

Fed On Hold, But Out Of ‘Patience’. 8 Officials See Lower Rates In 2019

June 19, 2019June 19, 2019

“Increased uncertainty.”

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4 Comments on Fed On Hold, But Out Of ‘Patience’. 8 Officials See Lower Rates In 2019

‘Man, This Is A Tough One’: Nomura’s McElligott Delivers Last Minute Fed Take

June 19, 2019June 19, 2019

“Without a doubt, a June cut is trending higher, but not my base case”.

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4 Comments on ‘Man, This Is A Tough One’: Nomura’s McElligott Delivers Last Minute Fed Take

You’ll Never Guess What’s Behind The Bond Market’s ‘Increased Recession Fears’

June 19, 2019June 19, 2019

The straw that broke the camel’s back.

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1 Comment on You’ll Never Guess What’s Behind The Bond Market’s ‘Increased Recession Fears’

‘Joints Will Be Separated. It Will Be Easy’: UN Report Reveals Jamal Khashoggi Tapes, Calls For Investigation Of Saudi Crown Prince

June 19, 2019June 19, 2019

“Type it, Mr. Jamal. Hurry up. Help us so that we can help you.”

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2 Comments on ‘Joints Will Be Separated. It Will Be Easy’: UN Report Reveals Jamal Khashoggi Tapes, Calls For Investigation Of Saudi Crown Prince

Trump Would Hate To Have To ‘Cripple’ Turkey’s Economy Over S-400 Dispute

June 19, 2019

Maybe and autocrat-to-autocrat chat at the G20 can solve it.

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Of Equity Bears, Bond Bulls, Tail Risks And Policy Impotence

June 18, 2019June 19, 2019

The lay of the land as the Fed looms.

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‘We’ll See What He Does’: Trump Threatens Jerome Powell Ahead Of Fed Decision

June 18, 2019June 18, 2019

“It would destroy the independence of the Fed”.

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2 Comments on ‘We’ll See What He Does’: Trump Threatens Jerome Powell Ahead Of Fed Decision

Fund Managers Flee To Cash Just As Policy, Trump ‘Puts’ Kick In

June 18, 2019

Wrong-footed?

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6 Comments on Fund Managers Flee To Cash Just As Policy, Trump ‘Puts’ Kick In

It’s Official: White House Weighed ‘Legality’ Of ‘Demoting’ Jerome Powell

June 18, 2019June 18, 2019

If you had any lingering doubts…

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3 Comments on It’s Official: White House Weighed ‘Legality’ Of ‘Demoting’ Jerome Powell

Trump Looks To Turbocharge Stock Rally With Xi Phone Call Tweet

June 18, 2019June 18, 2019

“A very good telephone conversation.”

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‘Most Bearish Since The Crisis’: BofA Global Fund Manager Survey Shows Stunning Collapse Of Confidence

June 18, 2019June 18, 2019

Expecting the worst.

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1 Comment on ‘Most Bearish Since The Crisis’: BofA Global Fund Manager Survey Shows Stunning Collapse Of Confidence

What Do Draghi’s Sintra Comments Mean For The Fed? Nomura’s Charlie McElligott Weighs In

June 18, 2019June 18, 2019

“The Fed HAS TO be conscientious.”

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Trump Loses Mind As Draghi Tips Rate Cuts, Says ‘Mario D.’ Is A Cheater

June 18, 2019

“President T.” is upset with “Mario D.”

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Mario Draghi Delivers A Mini-‘Whatever It Takes’ In Sintra

June 18, 2019June 18, 2019

Can you hear me now?

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1,000 More US Troops Are Headed To The Mideast And Rumors Of Airstrikes On Iran Are Flying

June 17, 2019June 18, 2019

And now, for your regularly scheduled escalation.

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