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Author: therealheisenberg

The Appearance Of Routine Dip-Buying And A Fresh Look At The ‘Sell In May’ Cliché

April 30, 2019

It appears as though there’s always “someone” buying the proverbial dip – an invisible hand, as it were.

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Donald Trump, ‘Harassment’ Victim, Wishes He Didn’t Have To Sue Deutsche Bank, But That’s Just How Coverups Work Sometimes

April 30, 2019April 30, 2019

This should be seen for precisely what it is…

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3 Comments on Donald Trump, ‘Harassment’ Victim, Wishes He Didn’t Have To Sue Deutsche Bank, But That’s Just How Coverups Work Sometimes

Nomura’s McElligott Weighs In On China PMIs, Warns Don’t Buy Into ‘Ridiculous’ Story About ‘Hedge Funds Shortest VIX Ever’

April 30, 2019April 30, 2019

“Do NOT buy into the ridiculous ‘Hedge Funds Shortest VIX Ever’ as some sort of lame ‘complacency’ indicator.”

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1 Comment on Nomura’s McElligott Weighs In On China PMIs, Warns Don’t Buy Into ‘Ridiculous’ Story About ‘Hedge Funds Shortest VIX Ever’

Sun Peaks Through Clouds In Europe

April 30, 2019

This ain’t nothin’ – so to speak.

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Closely Watched PMI Data Out Of China Misses, Suggesting Recovery Still Fragile

April 29, 2019April 29, 2019

Not out of the woods quite yet, apparently.

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1 Comment on Closely Watched PMI Data Out Of China Misses, Suggesting Recovery Still Fragile

Oil’s Correlation With Stocks Could Affect Trump’s Iran Decision Calculus

April 29, 2019

“This is useful to know”…

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oil, OPECLeave a Comment on Oil’s Correlation With Stocks Could Affect Trump’s Iran Decision Calculus

‘At The Depths, We Maintained That A Quick Recovery Was Likely’: Marko Kolanovic Wonders If You Noticed How Right He Was…

April 29, 2019April 30, 2019

If you have further questions…

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3 Comments on ‘At The Depths, We Maintained That A Quick Recovery Was Likely’: Marko Kolanovic Wonders If You Noticed How Right He Was…

Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate

April 29, 2019April 29, 2019

“For what it’s worth”…

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1 Comment on Powell’s ‘Pressure’ Point, ‘Proverbial Nickels’ In EM And ‘Going Large’ Out Of The Gate

As Mainland Mania Fades Further, ‘Plan B’ Is ‘Plan H’

April 29, 2019

A “catch up phase” in Hong Kong and a cloudy outlook for Mainland shares after Q1 surge.

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Not ‘Cutting’ It: Full Week Ahead Preview

April 28, 2019April 28, 2019

Powell back on the hot seat.

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You Say You’re Concerned About Corporate Leverage, But Are You Lying?

April 28, 2019April 28, 2019

Is this just lip service?

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From Lacy Hunt’s MMT Interview: ‘Nearly 100% Of Our People Would Be Miserable, Absolutely Miserable’

April 28, 2019October 11, 2021

“Suddenly we end up with President Bernie Sanders, Vice President AOC, and they appoint Professor Stephanie Kelton as the new Federal Reserve Chairman.”

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20 Comments on From Lacy Hunt’s MMT Interview: ‘Nearly 10020 Of Our People Would Be Miserable, Absolutely Miserable’

There Are No More High-Speed Collisions, Only ‘Parking Accidents’

April 27, 2019April 28, 2019

Does corporate leverage pose a systemic risk? Some perspective…

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2 Comments on There Are No More High-Speed Collisions, Only ‘Parking Accidents’

The Acquittal Of Fear: How The Financial Crisis Changed Our Perception Of Reality

April 27, 2019October 18, 2021

“Fear has been elevated to a new heuristic.”

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5 Comments on The Acquittal Of Fear: How The Financial Crisis Changed Our Perception Of Reality

It’s (Still) About The Buybacks

April 27, 2019April 27, 2019

“Plunge protection” – no conspiracy theories needed.

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4 Comments on It’s (Still) About The Buybacks

China May Have Saved Itself, But What About The Rest Of Us?

April 27, 2019April 27, 2019

…you’re left to question both the will and the ability of Beijing to prolong the global cycle.

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Here’s Why It’s Important To Call Out Larry Kudlow For The Thousandth Time

April 26, 2019April 27, 2019

Not because it’s funny – rather, because it’s not funny.

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Crude Plunges As Trump Says He Called OPEC, CTAs Partially Delever Max Long

April 26, 2019November 1, 2021

“You gotta bring em’ down.”

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oil, OPEC3 Comments on Crude Plunges As Trump Says He Called OPEC, CTAs Partially Delever Max Long

Skin-Deep GDP Beat Suggests Things Might Not Be So Great (Again)

April 26, 2019April 26, 2019

A quick look under the hood is all you need.

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Chinese Stocks Wrap Abysmal Week As Equity Wipeout Overshadows Trade Deal, Xi White House Chatter

April 26, 2019

There was no reprieve.

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The ‘Dollar Liquidity Shortage’ Story Is Back

April 25, 2019April 26, 2019

Buckle up?

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1 Comment on The ‘Dollar Liquidity Shortage’ Story Is Back

‘This Is Much Worse Than Expected’: Analysts (Still) Struggling To Come To Terms With The Reality Of Erdogan

April 25, 2019

“Policy has gone off the rails.”

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Albert Edwards For Bank Of England Governor (And Some ‘High Caliber’ Market Melt-Up Commentary)

April 25, 2019

“Well darn it!”

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Nomura’s McElligott On Epic Underexposure, ‘Violent’ CTA Re-Leveraging And ‘Why We Melted Up’

April 25, 2019April 25, 2019

“All of this does this”…

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hedge funds5 Comments on Nomura’s McElligott On Epic Underexposure, ‘Violent’ CTA Re-Leveraging And ‘Why We Melted Up’

We’re All Japan Now: Riksbank Edition

April 25, 2019

“…our interest rate path, policy rate path speaks its own language.”

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China’s World-Beating Stock Rally Slams Into Reverse In Worst Week Of 2019

April 25, 2019

Bubble control.

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Trump Tells Khalifa Haftar He Can Be King Of Libya, Or Whatever…

April 24, 2019November 1, 2021

“What would be a big mistake”…

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