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Author: therealheisenberg

‘Chosen By God’: Kirk, Owens, My Pillow Guy Make For Surreal CPAC Circus

March 2, 2019March 2, 2019

“I see the greatest president in history. Of course he is, he was chosen by God.”

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20 Comments on ‘Chosen By God’: Kirk, Owens, My Pillow Guy Make For Surreal CPAC Circus

After ‘Goldilocks’ Rally, One Bank Ponders What’s Next

March 1, 2019

“Cross-asset performance YTD has had a distinct ‘Goldilocks’ flavor, with equities and bonds rallying together.”

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2 Comments on After ‘Goldilocks’ Rally, One Bank Ponders What’s Next

Give Us Back Our Meng!

March 1, 2019March 2, 2019

…if this isn’t resolved, it has the potential to create a permanent rift between Washington and Beijing at a critical juncture for the world.

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6 Comments on Give Us Back Our Meng!

Data Doldrums And The Futility Of Financial ‘Journalism’

March 1, 2019

On rare occasions, I’ll extricate myself from my desk chair…

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7 Comments on Data Doldrums And The Futility Of Financial ‘Journalism’

‘Boom!’ Nomura’s McElligott Talks Possible Breakdown In ‘Bond Love Affair’ Ahead Of ‘Ides of March’ Risk For Stocks

March 1, 2019March 1, 2019

“… it sets up a dangerous dynamic where ‘late-comers’ are forced-in.””

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6 Comments on ‘Boom!’ Nomura’s McElligott Talks Possible Breakdown In ‘Bond Love Affair’ Ahead Of ‘Ides of March’ Risk For Stocks

Meanwhile, Over At The A Share Casino…

March 1, 2019March 1, 2019

The bull market marches on following MSCI decision.

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1 Comment on Meanwhile, Over At The A Share Casino…

Turns Out Trump ‘Ordered’ John Kelly To Give Kushner Top-Secret Clearance, Ignoring The CIA

February 28, 2019October 26, 2021

And the hits just keep on comin’.

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4 Comments on Turns Out Trump ‘Ordered’ John Kelly To Give Kushner Top-Secret Clearance, Ignoring The CIA

Trump Officials Prepping ‘Final Trade Deal’ Amid WTO Win, Huawei Drama, Xi Summit Plans

February 28, 2019

Are we there yet? Maybe!

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3 Comments on Trump Officials Prepping ‘Final Trade Deal’ Amid WTO Win, Huawei Drama, Xi Summit Plans

Suddenly, China Has The Best Performing Stock Market On The Planet – What’s Next?

February 28, 2019

Spoiler alert: who knows!

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2 Comments on Suddenly, China Has The Best Performing Stock Market On The Planet – What’s Next?

And Now North Korea Will Dispute Trump’s Account Of Collapsed Nuke Talks

February 28, 2019February 28, 2019

Kim may have “lost the will and motivation.”

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12 Comments on And Now North Korea Will Dispute Trump’s Account Of Collapsed Nuke Talks

It’s ‘Eerie’: One Bank Asks Whether Europe Is Now Japan

February 28, 2019February 28, 2019

Is the die cast?

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3 Comments on It’s ‘Eerie’: One Bank Asks Whether Europe Is Now Japan

Trump ‘Moved On Kim, Actually’ – But He ‘Couldn’t Get There’

February 28, 2019February 28, 2019

Well, the “art of the deal” came up short in Hanoi.

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5 Comments on Trump ‘Moved On Kim, Actually’ – But He ‘Couldn’t Get There’

Michael Cohen Just Told America That The Country Is No Longer A Democracy

February 27, 2019February 28, 2019

Don’t say you weren’t warned.

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21 Comments on Michael Cohen Just Told America That The Country Is No Longer A Democracy

Sideshow Bob (Lighthizer).

February 27, 2019October 26, 2021

“…and again I say ‘if’.”

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1 Comment on Sideshow Bob (Lighthizer).

Asked If Trump, Don Jr. And Ivanka May Have Been Compromised By Russia, Michael Cohen Has One Word For America…

February 27, 2019February 27, 2019

And other highlights from Wednesday’s testimony.

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3 Comments on Asked If Trump, Don Jr. And Ivanka May Have Been Compromised By Russia, Michael Cohen Has One Word For America…

Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’

February 27, 2019February 27, 2019

Fresh off Tuesday’s sweeping assessment…

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1 Comment on Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’

House Now Looks To Depose Trump’s Tax Attorney Sheri Dillon – ‘Womp, Womp’

February 27, 2019February 27, 2019

“Papers” lady on the hot seat!

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Leave a Comment on House Now Looks To Depose Trump’s Tax Attorney Sheri Dillon – ‘Womp, Womp’

Bottoms Up? Goldman Sees ‘Green Shoots’

February 27, 2019

Good news!

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1 Comment on Bottoms Up? Goldman Sees ‘Green Shoots’

As ‘Racist, Lying, Conman’ Meets Nuke-Wielding Child King, Matt Gaetz Is ‘Sorry’ For All The Witness Tampering

February 27, 2019October 26, 2021

Of “courageous” men, homicidal maniacs and Matt Gaetz.

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9 Comments on As ‘Racist, Lying, Conman’ Meets Nuke-Wielding Child King, Matt Gaetz Is ‘Sorry’ For All The Witness Tampering

House Votes To Block Trump’s Border Emergency Primarily Because He’s Making It Up

February 26, 2019February 27, 2019

And now, the Senate will have its say.

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3 Comments on House Votes To Block Trump’s Border Emergency Primarily Because He’s Making It Up

Let’s Check In On Jeff Gundlach’s ‘Most Recessionary Indicator’!

February 26, 2019

Less “recessionary” now?

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Leave a Comment on Let’s Check In On Jeff Gundlach’s ‘Most Recessionary Indicator’!

An Excited Charlie McElligott Details ‘The Makings Of A March Surprise’

February 26, 2019

“The punchline then is this”…

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10 Comments on An Excited Charlie McElligott Details ‘The Makings Of A March Surprise’

‘Recessions Used To Be Exciting’: Deutsche’s Kocic Asks If It’s Finally Time To Own Volatility

February 26, 2019

“Recessions used to be exciting”…

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2 Comments on ‘Recessions Used To Be Exciting’: Deutsche’s Kocic Asks If It’s Finally Time To Own Volatility

If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.

February 26, 2019

“… and most likely permanently.”

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4 Comments on If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.

Welcome To 2019: Michael Cohen Will Tell Congress Trump Committed Crimes While In Office Just As Trump Dines With Kim Jong-Un

February 26, 2019February 26, 2019

“Cohen also will make public some of Trump’s private financial statements”…

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10 Comments on Welcome To 2019: Michael Cohen Will Tell Congress Trump Committed Crimes While In Office Just As Trump Dines With Kim Jong-Un

On The Edge Of Recession? A Handy Pocket Guide

February 25, 2019February 25, 2019

A quick lay of the land, so to speak.

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2 Comments on On The Edge Of Recession? A Handy Pocket Guide

Madeleine Albright, 84 Other Former Officials, Lawmakers Demand Congress Terminate Trump’s Border ‘Emergency’

February 25, 2019February 26, 2019

“Under no plausible assessment of the evidence is there a national emergency today”.

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2 Comments on Madeleine Albright, 84 Other Former Officials, Lawmakers Demand Congress Terminate Trump’s Border ‘Emergency’

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