“Even as a matter of economics 101, the forthcoming $1.8 trillion of combined bond supply from the sales of the US Treasury ($1.2 trillion) and the QT-disgorgement of the Fed ($600 billion) is self-evidently enough to monkey-hammer the existing supply/demand balances, and thereby send yields soaring.”
Author: therealheisenberg
Let The Currency Wars Commence: Amid USDJPY Slide, One Bank Asks What’s Next
Everyone wants to know what comes next.
Sean Hannity’s Reaction To The NYT Mueller Story Is The Best Thing On The Internet This Week
“Rapidly aging squirrel taint Sean Hannity did not like the scoop Thursday night about President Shithole trying to fire special counsel Robert Mueller in a fit of bloated, know-nothing rage.”
‘There Are Still Too Many Dollars’: Goldman
“Downside risks”.
Let’s Stop Pretending Like We Don’t Know Why The Dollar ‘Overreacted’ To Steve Mnuchin
Hint: there’s a moron in charge of U.S. trade policy.
Carnage In Cryptocurrencies As Coincheck Withdrawal Halt, NEM Collapse Rattle Market
How many times have we said it? Almost everyone needs an exchange.Â
Trump Calls Story He Ordered Mueller Fired ‘Fake News’ And Other Video Highlights From Friday
As you know, Donald Trump is loose in Switzerland where world leaders, titans of industry and various other luminaries are being forced to entertain the U.S. President in the interest of giving American citizens a well-deserved break from humoring the failed mail order steak salesman masquerading as a hapless autocrat.
Bombshell: Trump Ordered Robert Mueller Fired Last Year, McGahn Threatened To Quit
And Mueller has known for months.
‘Smart’ Power: We Have ‘Never Been Further’ From Free Market Dynamics
“Smart†power, one that aspires to be effective, cannot be restrictive; it must be permissive in order to eliminate a possibility of resistance. It should operate seductively and not repressively – it has to say “yes†more often than “noâ€.
$11,589.01.
Let that sink in.
The Gun’s Not Loaded!
“Stirred, in a half-carafe.”
This Is Chaos: Trump’s Dollar Debacle Betrays Laughable Incompetence
This would be bad enough if they knew what they were doing, but the schizophrenic rhetoric quite clearly suggests they don’t.
David Stockman: Bubble Finance Is Destroying Rationality
“That’s right. Heisenberg reminds us this morning that we are in undisputable record territory. It has been fully 395 trading days since the market had a 5% drop, and that’s never happened before in all of recorded history.”
What Would Another Black Monday On Wall Street Mean For The Economy? Goldman Answers
That raises this question: ok, what would happen to that growth impulse were stocks to crash?
Euro Spikes As Market Unimpressed With Draghi FX Remarks
Mnuchin > Draghi?
Here, Read This ECB Statement While We Wait On Draghi.
Up next: A daunting communications challenge.
Bloody Thursday In Asia As H-Shares Snap Historic Streak, Japan Dives
But hey, who cares, right? After all: “America first”.
Barclays CEO: If Something ‘Snaps’, The Return Of Vol. Is Going To Be ‘Quite Something To Behold’
It’s almost – almost – like this fucker gets it.
SocGen: Stocks Haven’t Been This Expensive So Widely Since 2005
Remember: “it’s all relative”.
Is Fox News Just Trying To Get People Killed Now?
“Is there anything more to this “secret society†conspiracy theory than the asinine ramblings of an old GOP senator from Wisconsin? Why yes!”
Ok Guys, We’re Goin’ On Tour.
Predictably, it went awry almost immediately.
Trader: Everyone Is Missing This Important Indicator
” And although many market participants focus on quantitative easing and other high powered money supply levels to measure potential inflation, the truth of the matter is that private sector money creation is much more important.”
Keep An Eye On The ‘Big 3’ Sectors And The VIX As ‘Trade War’ Talk Heats Up
Remember “knifed at a bus stop”?Â
Here’s What Howard Marks Is Thinking About Right Now…
“…a decision to invest today has to rely on the belief that ‘it’s different this time.'”
You must be logged in to post a comment.