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Author: therealheisenberg

Trump Unveils The New ‘New Colossus’: ‘Can’t Take You Anymore. Turn Around.’

April 5, 2019April 7, 2019

“I lift my lamp beside the golden door!” — no more.

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2 Comments on Trump Unveils The New ‘New Colossus’: ‘Can’t Take You Anymore. Turn Around.’

Trump Closes The Loop, Calls On Fed To Cut Rates, Restart QE

April 5, 2019April 6, 2019

“… you would see a rocket ship.”

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7 Comments on Trump Closes The Loop, Calls On Fed To Cut Rates, Restart QE

Goldman: ‘In Other Words, The Easy Money Has Been Made’

April 5, 2019

“…we believe risk appetite is unlikely to turn positive”.

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Jobs Report Beats, Wage Growth Cools As Goldilocks Makes Friday Cameo

April 5, 2019April 28, 2019

This will work.

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1 Comment on Jobs Report Beats, Wage Growth Cools As Goldilocks Makes Friday Cameo

Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’

April 4, 2019October 10, 2019

“I would think within the next four weeks, or maybe less, maybe more, whatever…”

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1 Comment on Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’

‘NIRP Mania’ And A Record Streak Of Negative Data Surprises

April 4, 2019

More bond markets “gone mad”.

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‘It’s The Big Ball Game’: Trump Blindsides Mexico With Car Tariff Threat, One-Year Drug Deadline, Invokes Perry Mason

April 4, 2019April 4, 2019

“We’re gonna give ’em a one-year warning”…

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3 Comments on ‘It’s The Big Ball Game’: Trump Blindsides Mexico With Car Tariff Threat, One-Year Drug Deadline, Invokes Perry Mason

‘Jamie Dimon’ And ‘Liquidity’ In The Same Headline? Yes Please!

April 4, 2019April 4, 2019

A clickbait godsend for the financial media.

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7 Comments on ‘Jamie Dimon’ And ‘Liquidity’ In The Same Headline? Yes Please!

Meanwhile, In Italy…

April 4, 2019April 4, 2019

Ciao bella.

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3 Comments on Meanwhile, In Italy…

Things Aren’t Going Well In Germany…

April 4, 2019

Is it “always darkest before the dawn”?

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1 Comment on Things Aren’t Going Well In Germany…

Dear Steve, It Is Time To Do Your Patriotic Duty By Defying Congress On Trump’s Tax Returns

April 4, 2019April 4, 2019

“…the numbers are big and I guess when you have a name, you’re audited.”

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5 Comments on Dear Steve, It Is Time To Do Your Patriotic Duty By Defying Congress On Trump’s Tax Returns

Is This Still A Bear Market?

April 3, 2019

What does it all mean?!

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2 Comments on Is This Still A Bear Market?

Bill & Jerry’s.

April 3, 2019April 4, 2019

“I will give the Attorney General time to change his mind.”

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The Bad News Is, ‘The Next Recession Could See The Third-Worst Spread Peak In History’

April 3, 2019April 14, 2019

The good news is, it won’t be because of defaults.

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7 Comments on The Bad News Is, ‘The Next Recession Could See The Third-Worst Spread Peak In History’

LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana

April 3, 2019April 3, 2019

…and a crypto zinger, for good measure.

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1 Comment on LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana

FOMO.

April 3, 2019April 3, 2019

…it could get more frothy still.

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‘Chair Powell, You Have A Call – It’s Donald Trump’…

April 3, 2019April 3, 2019

All you can do is laugh.

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As McConnell Warns Of ‘Catastrophe’, Trump Floats ‘Getting Rid Of Judges’, Waxes Nostalgic For Father’s Make-Believe German Birthplace

April 2, 2019November 1, 2021

“…to be honest with you.”

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4 Comments on As McConnell Warns Of ‘Catastrophe’, Trump Floats ‘Getting Rid Of Judges’, Waxes Nostalgic For Father’s Make-Believe German Birthplace

Adios Muchachos?

April 2, 2019April 2, 2019

“…the speed of the recovery and the resulting moderation in volatility have been impressive.”

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1 Comment on Adios Muchachos?

Trump Has ‘Great HealtCare’ Plan But He Needs To Keep It A Secret Until You Re-Elect Him

April 2, 2019April 3, 2019

Great things are happening – the president just can’t tell you what they are right now.

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2 Comments on Trump Has ‘Great HealtCare’ Plan But He Needs To Keep It A Secret Until You Re-Elect Him

Nomura’s McElligott: ‘Carry Mania’ Is Back As Central Bank Vol. Suppression Returns ‘With A Vengeance’

April 2, 2019April 2, 2019

“It all comes down to the renewed ‘Carry is King’ worldview in light of central banks being scared of their own shadows.”

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Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout

April 2, 2019April 2, 2019

Finally, you know it’s a languid day when cryptos are back in the news

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1 Comment on Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout

April Fools And The Teleportation Of Volatility

April 1, 2019

Is the kind of euphoria we saw on Monday justified?

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4 Comments on April Fools And The Teleportation Of Volatility

Meanwhile, In Trumplandia, It’s Subpoena Time…

April 1, 2019April 2, 2019

Donald Trump will have his battles, one way or another.

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1 Comment on Meanwhile, In Trumplandia, It’s Subpoena Time…

On Simultaneous Surges.

April 1, 2019

When it all goes right.

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1 Comment on On Simultaneous Surges.

Is It Really ‘2016 All Over Again’?

April 1, 2019November 1, 2021

“If only…”

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3 Comments on Is It Really ‘2016 All Over Again’?

Off And Running.

April 1, 2019April 1, 2019

“Equities are ‘foaming at the mouth’ to start the week”…

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2 Comments on Off And Running.

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