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Author: therealheisenberg

Deutsche’s Kocic: ‘In The Current Paradigm, Calm Markets Cause Volatile Politics’

March 23, 2019September 6, 2020

Markets remain calm despite political uncertainty. How many times have you heard that statement or

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2 Comments on Deutsche’s Kocic: ‘In The Current Paradigm, Calm Markets Cause Volatile Politics’

Bobby Three Sticks.

March 22, 2019October 30, 2021

“No collusion, no collusion”.

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12 Comments on Bobby Three Sticks.

The Unfathomable Stupidity Of Stephen Moore

March 22, 2019October 30, 2021

“Why didn’t we make him Fed chair?”

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7 Comments on The Unfathomable Stupidity Of Stephen Moore

In Wild Move, Trump Reverses One-Day-Old North Korea Sanctions By Twitter Decree

March 22, 2019March 22, 2019

“…he likes Chairman Kim”.

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6 Comments on In Wild Move, Trump Reverses One-Day-Old North Korea Sanctions By Twitter Decree

Everything You Didn’t Want To Know About Friday’s Collapse In The Turkish Lira

March 22, 2019

Now quick, somebody blame Fethullah Gülen.

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Make Yield Curves Inverted Again! As 3M-10Y Goes Negative, Trump Assails Fed

March 22, 2019March 22, 2019

But hey, look at the bright side…

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2 Comments on Make Yield Curves Inverted Again! As 3M-10Y Goes Negative, Trump Assails Fed

Sorry, But Clete Willems Needs To Focus A Little More On His Family And A Little Less On This Trade War

March 22, 2019March 22, 2019

Allegedly.

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3 Comments on Sorry, But Clete Willems Needs To Focus A Little More On His Family And A Little Less On This Trade War

‘No. It’s Not Fake News’: Maria Bartiromo Finally Loses It With Trump

March 22, 2019March 22, 2019

“For the record, there were no stipulations.”

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6 Comments on ‘No. It’s Not Fake News’: Maria Bartiromo Finally Loses It With Trump

Doom And Gloom.

March 22, 2019March 22, 2019

Dour data and plunging bond yields.

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1 Comment on Doom And Gloom.

This A ‘Bear Market’ And No Massive Rally Is Going To Convince Jeff Gundlach That It’s Not, Ok?!

March 21, 2019March 21, 2019

Crazy like a fox!

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5 Comments on This A ‘Bear Market’ And No Massive Rally Is Going To Convince Jeff Gundlach That It’s Not, Ok?!

Don’t Do It Joe – Any Of It.

March 21, 2019March 22, 2019

“…not just another old white guy”.

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15 Comments on Don’t Do It Joe – Any Of It.

Now Vindicated, Marko Kolanovic Explains Dramatic Market U-Turn

March 21, 2019January 8, 2022

“… the answer to all of these questions lies in market liquidity.”

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2 Comments on Now Vindicated, Marko Kolanovic Explains Dramatic Market U-Turn

Of Hamster Wheels, Zombies And Spiraling Bubbles!

March 21, 2019

Just in case “more cowbell” is needed when it comes to “hot takes” on the Fed…

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5 Comments on Of Hamster Wheels, Zombies And Spiraling Bubbles!

Behold: Here Is Charlie McElligott’s Fed ‘Rant’

March 21, 2019March 21, 2019

“Allow me to get this off my chest immediately”

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7 Comments on Behold: Here Is Charlie McElligott’s Fed ‘Rant’

‘Tightening Is So Last Year’: What Wall Street Thinks Of (Another) Dovish Surprise From The Fed

March 20, 2019March 21, 2019

“Just when you thought the Fed could not possibly deliver another dovish surprise”…

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3 Comments on ‘Tightening Is So Last Year’: What Wall Street Thinks Of (Another) Dovish Surprise From The Fed

Fed’s Dovish Surprise Sure To Elicit Feigned Incredulity From Peanut Gallery

March 20, 2019March 20, 2019

Commence the tomato throwing!

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3 Comments on Fed’s Dovish Surprise Sure To Elicit Feigned Incredulity From Peanut Gallery

Fed Announces QT Taper, Signals No Rate Hike In 2019

March 20, 2019March 20, 2019

The Committee intends to conclude the reduction of its aggregate securities holdings in the SOMA at the end of September 2019.

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20 Comments on Fed Announces QT Taper, Signals No Rate Hike In 2019

Meanwhile, On Wednesday’s Edition Of ‘Chopper Talk’: ISIS, Conway And Mueller

March 20, 2019March 20, 2019

Suffice to say there was a lot to discuss.

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1 Comment on Meanwhile, On Wednesday’s Edition Of ‘Chopper Talk’: ISIS, Conway And Mueller

Think The Fed Will Cut Rates In 2020? Here’s What Happened Ahead Of Historical ‘First Cuts’

March 20, 2019March 20, 2019

What happens in the lead-up to “first cuts”?

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3 Comments on Think The Fed Will Cut Rates In 2020? Here’s What Happened Ahead Of Historical ‘First Cuts’

FedEx And BMW Would Like To Remind You That We Ain’t Out Of The Woods Yet

March 20, 2019March 20, 2019

Just in case you’re inclined to think the storm clouds have lifted…

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When Good News Is Just Good News

March 19, 2019

A closer look at the situation reveals something that is, on the surface anyway, somewhat surprising.

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1 Comment on When Good News Is Just Good News

From Doomsday To The Largest Cross-Asset Vol. Collapse Since ‘Whatever It Takes’

March 19, 2019April 6, 2019

… in the space of three months.

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4 Comments on From Doomsday To The Largest Cross-Asset Vol. Collapse Since ‘Whatever It Takes’

At Fascist Roundtable With Bolsonaro, Trump Explains Why He Spent Saturday Arguing With John McCain’s Ghost

March 19, 2019March 19, 2019

“I’m not a fan.”

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‘Mystical Assertions’ And ‘Many Pretty Pictures’: Is The QT Fascination Misguided?

March 19, 2019March 19, 2019

“Investors’ views on balance sheet policy are all over the place.”

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‘Perhaps That’s The Joke Here’: Nomura’s McElligott Wonders If The Fed Meeting Really Poses An ‘Event Risk’

March 19, 2019March 19, 2019

“…with a Fed which has completely gone limp.”

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Boeing 737 Debacle Could Delay US-China Trade Deal

March 19, 2019March 19, 2019

If China was looking for an excuse…

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1 Comment on Boeing 737 Debacle Could Delay US-China Trade Deal

Back To The New Status Quo.

March 18, 2019

… back in limbo, chasing the elusive target that we really don’t want to catch.

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1 Comment on Back To The New Status Quo.

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