“Ethics”, Mick. “Ethics.”
Author: therealheisenberg
Borderline: Full Week Ahead Preview
Bonds, borders and balderdash.
China Kicks Off Key Week For Global Economy With Good News
“Stabilizing at a low level”.
‘Binary Risks’ And Melt-Up Catalysts.
Think: China. It’s always China.
‘It Depends On How The Jaws Close’: What Goldman’s Clients Are Talking About This Week
Rates, the economy and the prospect of an “earnings recession.”
The Gamma See-Saw: Deutsche’s Kocic Explains This Week’s Biggest Market Story
“…a distinct déjà vu vibe.”
Coming In ‘Mid-April’ To A Theater Near You: The Mueller Report
“…everyone will soon be able to read it on their own”.
Nomura’s McElligott Waves ‘Goodbye To March Pullback Window’, Says ‘Hello To ‘April Party Time’
With a caveat (or three).
Larry Kudlow Joins Fellow Stooge Moore In Calling For ‘Immediate’ Rate Cuts To Rescue ‘Quite Healthy’ Economy
We’d say “you heard it from Larry first”, but that wouldn’t be true.
Trump Says He’ll Close The Border ‘Next Week’, Blames Democrats, Thieving Mexicans
“This would be so easy for Mexico to do, but they just take our money and ‘talk.'”
Win, Lose Or ‘Pause’: Waterboarding History
“If history hasn’t ‘talked’ by now”…
Trump Rampages Through Grand Rapids, Calls Adam Schiff A ‘Pencil Neck’ In Profanity-Laced MAGA Rally
Here is what demagoguery looks like…
When Bond Markets ‘Go Mad’
“The difference, of course, being that the all-knowing property of stocks has now moved to bonds.”
Adam Schiff Wants To Know If Everybody Has Completely Lost Their Minds
“I don’t think this is ok.”
Nomura’s McElligott Talks ‘Now Or Never’ Moments, Surging Rates Vol. And April Analogs
“Thus, the pullback window has to happen now.”
If You Have Questions About That $75,328.80 Stephen Moore Owes The IRS, Ask His Wife
Moore really wants to settle this, but he’s caught in a Kafkaesque bureaucracy.
Donald Trump May Have To Charge ‘Some People Out There’ With Treason
“It was treason. It was really treason.”
‘The Next Phase Of The Ice Age May Have Arrived’: Albert Edwards Revels In ‘Explosive’ Bond Rally
“Bond rally and curve inversion confirms Ice Age thesis is alive and well.”
‘We’re Not Happy, To Put It Mildly’: Barr Stonewalls Congress On Mueller Report
“I’m very disturbed by that”.
‘Feel The Market’.
Bullet dodge?
‘The Salamander’s Tail (Risk) Has Regenerated!’, One Bank Literally Shouts
“…we are old, indebted and unequal”.
In Turkey: Meltdown.
If you’re surprised, don’t be.
‘Crazy, Raging’ Rates Moves Set To Spook Risk Assets Again
“Foaming at the mouth”.
Stephen Moore Calls For Immediate 50bp Rate Cut, Was ‘Really Furious’ At Jerome Powell In December
“I was furious — and Trump was furious too.”
Wondering What Marko Kolanovic Thinks About Friday’s Curve Inversion? You’re In Luck…
If history is any guide, stocks will do well for “up to 30 months”.
What Does An Inverted Yield Curve Mean For Trump In 2020? History Says This…
“Currently, the curve’s message is rather simple”.
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