“Moderate is not a stance.”
Author: therealheisenberg
As China Pushes Back On US Currency Pledge Claims, Credit Growth Crashes
Here’s the latest out of China amid constant hand-wringing over trade and stimulus.
‘The Window Has Closed’: One Bank Throws In The Towel On Things Getting Back To ‘Normal’
… it effectively sounded the death knell on normalization.
FOMO Looms As Sidelined Investors Wonder If It’s Too Late To Dive In
“Taking some off the table” isn’t a wholly applicable market adage given a lack of participation YTD by key investor groups.
A Quick Retrospective On The 10-Year Anniversary Of The Longest Bull Market In History
“For now, the bull marches precariously on.”
‘The Ultimate Conundrum’ At The Limits Of Stimulus
“…we are starting to get to the limits to central bank stimulus.”
Larry Kudlow Gets Stark Reminder Of Why Working For Trump Is Hell On Earth
“That is just not true.”
‘The Paper Cuts Are Many’.
Of ‘LOLz’, ‘gong shows’ and end-of-cycle dynamics.
Elizabeth Warren: ‘My Administration Will Break Up Facebook, Google, Amazon’
“It’s a great story — but also one that highlights why the government must break up monopolies.”
Bloodbath In China: A Postmortem
A non-controlled demolition.
And Now China Will Heighten Global Growth Concerns By Reporting Lackluster February Trade Data
This isn’t the best news amid ongoing growth concerns and worries that a trade deal isn’t imminent after all.
No Escape ‘Velocity’.
“…but every high in our indicator is lower, notwithstanding these massive stimulus packages.”
Because Things Can Always Get Funnier, Michael Cohen Sues Trump Org For $1.9 Million (And Counting) In Unpaid Legal Fees
“As a result of the Trump Organization’s unfounded refusal to meet its obligations, Mr. Cohen has incurred millions of dollars in unreimbursed attorneys’ fees…”
On The ECB’s Wholly Unsurprising ‘Surprise’
Ok, let’s run through this, because parsing it is obligatory.
‘Lights Out’, ‘Trigger’ Pulling And ‘What Comes Next’ With Nomura’s Charlie McElligott
“Okay…so now what?!”
ECB Comes Out Swinging, Shifts Forward Guidance On Rates, Announces New TLTRO
Is this dovish enough for you?
‘The Impact Of The Fed’s Reversal Has Been Tremendous’: BlackRock’s Rieder Talks Shop With Goldman
What else can be said about the Fed’s “epochal”/ “epic”/ “dramatic” dovish pivot ?
The ‘Fed Put’ Has A New Strike, Deutsche’s Kocic Says…
“…the math consists of finding the strike that corresponds to the put with lower volatility.”
No Country For Old Hawks.
Cementing the global dovish pivot.
‘Tariff Man’ Hit With $621 Billion Worth Of Trade Deficit Kryptonite
Congratulations are in order for “President T”.
OECD Reminds You Things Still Going To Hell In A Handbasket
“The global expansion is continuing to lose steam, and faster than anticipated a few months ago.”
Fearing Stock Market, ‘Legendary’ Dealmaker Said To Hurry Deal Along
“The art of the ‘let’s hurry up and get this done'”.
As Insurance Regulators Pile On, Trump Confronts A ‘Stone Cold Crazy’ Reality Of His Own Making
The spiral into legal hell continues.
‘Imported Trouble’: Why One Bank Sees Virtually No Upside For Stocks From Here
“… we expect almost no earnings growth for 2019.”
Nomura’s McElligott Delivers Update On ‘Ides Of March’ Risk For Stocks
“…we’d be at risk of seeing this very leveraged strategy turning a NET SELLER.”
Behold: The Incredible Flow-less Rally
“…the current gap is one of the largest since the GFC”.
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