Ok, let’s run through this, because parsing it is obligatory.
Author: therealheisenberg
‘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”.
Trump Tells India, Turkey He’s Fed Up With Helping ‘World’s Poorest Countries Climb Out Of Poverty’
“Stable genius” strikes again.
Does Michael Cohen Know Anything About A Pardon Discussion With Trump’s Lawyers?
Giuliani “left open the possibility.”
Of Course Nomura’s Charlie McElligott Knows What’s Wrong With Stocks On Monday…
“… said every equities PM ever.”
Obstruction, Public Corruption, Abuses Of Power: House Judiciary Committee Begins Long Journey To Impeachment
“Investigating these threats to the rule of law is an obligation of Congress.”
‘I Would Lose My Soul If I Treated Trump Different Than Obama’: Senate To Disapprove Trump Border Emergency
Well, it’s official – or pseudo-official at least.
Huawei, Meng Wish You People Didn’t Suck, But Since You Do, Consider Yourself Sued
Kidnapping, rights violations, bills of attainder, etc.
Deal Or No Deal?
Win, lose or draw?
Drowning In ‘Bullsh*t’: As Democrats Zero In On Allen Weisselberg, Trump’s Legal Worries Multiply
“I am an innocent man being persecuted by some very bad people.”
Dollars, Doves And Dictators: Full Week Ahead Preview
What could go wrong?
Fed Balance Sheet Runoff: A ‘Roadmap’ To The End Of The Road
Here’s how this will work – maybe.
‘They’re Tryin’ To Take Me Out With Bullsh*t’: Trump Delivers Two-Hour, Sweaty Harangue At CPAC
“There are people in Congress who hate America.”
‘Political Things?’ S&P Rises 100% Of The Time In Presidential ‘Third Years’
“I know that’s not supposed to be the way it is”…
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