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Author: therealheisenberg

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

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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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.

Trump Voters Will Surely Render Sound Verdict On President’s ‘Ethics’, Right Mick?

March 31, 2019April 1, 2019

“Ethics”, Mick. “Ethics.”

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Borderline: Full Week Ahead Preview

March 31, 2019October 30, 2021

Bonds, borders and balderdash.

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China Kicks Off Key Week For Global Economy With Good News

March 31, 2019March 31, 2019

“Stabilizing at a low level”.

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‘Binary Risks’ And Melt-Up Catalysts.

March 30, 2019March 30, 2019

Think: China. It’s always China.

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6 Comments on ‘Binary Risks’ And Melt-Up Catalysts.

‘It Depends On How The Jaws Close’: What Goldman’s Clients Are Talking About This Week

March 30, 2019October 30, 2021

Rates, the economy and the prospect of an “earnings recession.”

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The Gamma See-Saw: Deutsche’s Kocic Explains This Week’s Biggest Market Story

March 30, 2019October 15, 2021

“…a distinct déjà vu vibe.”

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Coming In ‘Mid-April’ To A Theater Near You: The Mueller Report

March 29, 2019March 30, 2019

“…everyone will soon be able to read it on their own”.

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4 Comments on Coming In ‘Mid-April’ To A Theater Near You: The Mueller Report

Nomura’s McElligott Waves ‘Goodbye To March Pullback Window’, Says ‘Hello To ‘April Party Time’

March 29, 2019March 29, 2019

With a caveat (or three).

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5 Comments on Nomura’s McElligott Waves ‘Goodbye To March Pullback Window’, Says ‘Hello To ‘April Party Time’

Larry Kudlow Joins Fellow Stooge Moore In Calling For ‘Immediate’ Rate Cuts To Rescue ‘Quite Healthy’ Economy

March 29, 2019March 29, 2019

We’d say “you heard it from Larry first”, but that wouldn’t be true.

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4 Comments on Larry Kudlow Joins Fellow Stooge Moore In Calling For ‘Immediate’ Rate Cuts To Rescue ‘Quite Healthy’ Economy

Trump Says He’ll Close The Border ‘Next Week’, Blames Democrats, Thieving Mexicans

March 29, 2019March 29, 2019

“This would be so easy for Mexico to do, but they just take our money and ‘talk.'”

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3 Comments on Trump Says He’ll Close The Border ‘Next Week’, Blames Democrats, Thieving Mexicans

Win, Lose Or ‘Pause’: Waterboarding History

March 29, 2019October 30, 2021

“If history hasn’t ‘talked’ by now”…

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3 Comments on Win, Lose Or ‘Pause’: Waterboarding History

Blockbuster: Recapping A Huge Quarter For The World’s Best-Performing Stock Market

March 29, 2019March 29, 2019

Define: “Froth”.

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Trump Rampages Through Grand Rapids, Calls Adam Schiff A ‘Pencil Neck’ In Profanity-Laced MAGA Rally

March 29, 2019September 30, 2019

Here is what demagoguery looks like…

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6 Comments on Trump Rampages Through Grand Rapids, Calls Adam Schiff A ‘Pencil Neck’ In Profanity-Laced MAGA Rally

When Bond Markets ‘Go Mad’

March 29, 2019October 30, 2021

“The difference, of course, being that the all-knowing property of stocks has now moved to bonds.”

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