Bind yourself to the mast and resist the sirens.
Author: therealheisenberg
Imagine A World Without Buybacks…
“Is this really what everybody wants?”
Trade-Offs.
“No one should be surprised.”
Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros
“[There are] two key signals from this quarter’s survey”…
Trump Unveils The New ‘New Colossus’: ‘Can’t Take You Anymore. Turn Around.’
“I lift my lamp beside the golden door!” — no more.
Trump Closes The Loop, Calls On Fed To Cut Rates, Restart QE
“… you would see a rocket ship.”
Goldman: ‘In Other Words, The Easy Money Has Been Made’
“…we believe risk appetite is unlikely to turn positive”.
Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’
“I would think within the next four weeks, or maybe less, maybe more, whatever…”
‘NIRP Mania’ And A Record Streak Of Negative Data Surprises
More bond markets “gone mad”.
‘It’s The Big Ball Game’: Trump Blindsides Mexico With Car Tariff Threat, One-Year Drug Deadline, Invokes Perry Mason
“We’re gonna give ’em a one-year warning”…
‘Jamie Dimon’ And ‘Liquidity’ In The Same Headline? Yes Please!
A clickbait godsend for the financial media.
Meanwhile, In Italy…
Ciao bella.
Things Aren’t Going Well In Germany…
Is it “always darkest before the dawn”?
Dear Steve, It Is Time To Do Your Patriotic Duty By Defying Congress On Trump’s Tax Returns
“…the numbers are big and I guess when you have a name, you’re audited.”
Is This Still A Bear Market?
What does it all mean?!
Bill & Jerry’s.
“I will give the Attorney General time to change his mind.”
The Bad News Is, ‘The Next Recession Could See The Third-Worst Spread Peak In History’
The good news is, it won’t be because of defaults.
LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana
…and a crypto zinger, for good measure.
‘Chair Powell, You Have A Call – It’s Donald Trump’…
All you can do is laugh.
Adios Muchachos?
“…the speed of the recovery and the resulting moderation in volatility have been impressive.”
Trump Has ‘Great HealtCare’ Plan But He Needs To Keep It A Secret Until You Re-Elect Him
Great things are happening – the president just can’t tell you what they are right now.
Nomura’s McElligott: ‘Carry Mania’ Is Back As Central Bank Vol. Suppression Returns ‘With A Vengeance’
“It all comes down to the renewed ‘Carry is King’ worldview in light of central banks being scared of their own shadows.”
Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout
Finally, you know it’s a languid day when cryptos are back in the news
April Fools And The Teleportation Of Volatility
Is the kind of euphoria we saw on Monday justified?
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