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Author: therealheisenberg

Strap In America: White House Now Making Contingency Plans For Shutdown Lasting Into March, April

January 23, 2019January 24, 2019

Define: insane.

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6 Comments on Strap In America: White House Now Making Contingency Plans For Shutdown Lasting Into March, April

Michael Cohen Cancels Congressional Testimony Because The President Is Threatening Him, Which Is Totally Normal

January 23, 2019January 23, 2019

Well, America won’t hear from Michael Cohen early next month.

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4 Comments on Michael Cohen Cancels Congressional Testimony Because The President Is Threatening Him, Which Is Totally Normal

‘Kevin, I’m Not Gonna Buy 2 Sandwiches’: Hassett Admits Shutdown Could Drive Growth To Zero During Ritual Poppy Harlow Evisceration

January 23, 2019January 23, 2019

Don’t go on CNN, Kevin. It never ends well for you.

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4 Comments on ‘Kevin, I’m Not Gonna Buy 2 Sandwiches’: Hassett Admits Shutdown Could Drive Growth To Zero During Ritual Poppy Harlow Evisceration

‘We Need Facts, Not Slogans’: Dimon Makes Solid Case For 2020 White House Bid From Davos

January 23, 2019

Why not throw your hat in the ring, Jamie?

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6 Comments on ‘We Need Facts, Not Slogans’: Dimon Makes Solid Case For 2020 White House Bid From Davos

‘Use It And Pray’: Trump Begs Rep. Christ (D – Nazareth) To Build His Wall

January 23, 2019October 24, 2021

“No doubt!”

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5 Comments on ‘Use It And Pray’: Trump Begs Rep. Christ (D – Nazareth) To Build His Wall

Meanwhile, In Monetary Policy Neverland

January 23, 2019January 23, 2019

More “positive attitude and conviction”.

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Rudy Giuliani ‘Absolutely’ Worries His Tombstone Will Read: ‘He Lied For Trump’

January 22, 2019January 23, 2019

“No, no, no, you’re right.”

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9 Comments on Rudy Giuliani ‘Absolutely’ Worries His Tombstone Will Read: ‘He Lied For Trump’

IG Credit Potpourri: BBB Apocalypse Update And A Liquidity Check

January 22, 2019

A lot of ad hoc musings here cobbled together and submitted for your approval.

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President ‘Good Brain’ Tells ‘Mr. Wang’ To Stay Home In Latest Sign Trade Talks Going Nowhere Fast

January 22, 2019

More shenanigans.

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2 Comments on President ‘Good Brain’ Tells ‘Mr. Wang’ To Stay Home In Latest Sign Trade Talks Going Nowhere Fast

Dalio In Davos: Ray Delivers Fresh Set Of Possibly Profound Prognostications

January 22, 2019January 22, 2019

“…the next downturn in the economy worries me the most.”

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6 Comments on Dalio In Davos: Ray Delivers Fresh Set Of Possibly Profound Prognostications

‘We’ve Squeezed The Max Amount Of Blood From The Stone’: Why Nomura’s McElligott Sees A ‘Re-Correction’

January 22, 2019

“I see scope for Spooz to revisit 2525 level over the next two weeks.”

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1 Comment on ‘We’ve Squeezed The Max Amount Of Blood From The Stone’: Why Nomura’s McElligott Sees A ‘Re-Correction’

The Thrill May Be Gone.

January 22, 2019January 22, 2019

The good mood has seemingly worn off.

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4 Comments on The Thrill May Be Gone.

Trump Tells China To ‘Stop Playing Around’, Says 2 Big Caravans Have ‘Broke Into Mexico’

January 21, 2019January 22, 2019

“Makes so much sense”…

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15 Comments on Trump Tells China To ‘Stop Playing Around’, Says 2 Big Caravans Have ‘Broke Into Mexico’

Rudy Giuliani Changes Moscow Tower Story, Says He Only Snitched On Trump ‘Hypothetically’

January 21, 2019October 24, 2021

“The point was”…

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9 Comments on Rudy Giuliani Changes Moscow Tower Story, Says He Only Snitched On Trump ‘Hypothetically’

IMF Yells At Clouds Again, Cuts Global Growth Forecasts Citing Reckless Trade Policies

January 21, 2019

Somehow, I doubt anyone cares too much about this, but for what it’s worth…

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5 Comments on IMF Yells At Clouds Again, Cuts Global Growth Forecasts Citing Reckless Trade Policies

‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace

January 21, 2019January 21, 2019

It would be odd to characterize an uninspiring set of numbers as “Goldilocks”, but…

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1 Comment on ‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace

Recession Obsession: What Causes Downturns And How Vulnerable Is The US?

January 20, 2019

“Recession obsession” has become a fixture of markets over the past three months…

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5 Comments on Recession Obsession: What Causes Downturns And How Vulnerable Is The US?

Rudy Giuliani Inexplicably Admits Trump, Cohen Discussed Moscow Project Until Eve Of Election

January 20, 2019January 21, 2019

“Yeah. Probably up to, could be up to as far as October, November.”

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14 Comments on Rudy Giuliani Inexplicably Admits Trump, Cohen Discussed Moscow Project Until Eve Of Election

China Is About To Report The Slowest Growth In 28 Years – Who’s Excited?

January 20, 2019January 20, 2019

This will be a true test of whether bad news really is “good” news.

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4 Comments on China Is About To Report The Slowest Growth In 28 Years – Who’s Excited?

A Glowing-Orange Trump Delivers Nothing’berder’ Shutdown Plan

January 19, 2019January 20, 2019

Man is told proposal is “non-starter”, tries to float it anyway.

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6 Comments on A Glowing-Orange Trump Delivers Nothing’berder’ Shutdown Plan

Here’s An Hour-Long Interview With Nomura’s Charlie McElligott

January 19, 2019

“…what is important to note here are a number of things.”

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10 Comments on Here’s An Hour-Long Interview With Nomura’s Charlie McElligott

Revisiting The Subverted Perspective: Normalization Parallax

January 19, 2019January 19, 2019

“…the reality which they experience is never fully complete, not because a large part of it eludes them, but because the entire configuration contains a ‘blind spot’.”

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6 Comments on Revisiting The Subverted Perspective: Normalization Parallax

Friday Night Lights: Trump Maybe Won’t Declare National Emergency On Border, Maybe Will On Chinese Telecoms

January 18, 2019January 19, 2019

Never a dull moment.

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4 Comments on Friday Night Lights: Trump Maybe Won’t Declare National Emergency On Border, Maybe Will On Chinese Telecoms

Marko Kolanovic Explains Why ‘QT’ Is Dangerous (Hint: It’s Not The Mechanical Impact)

January 18, 2019

Think: fragility.

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1 Comment on Marko Kolanovic Explains Why ‘QT’ Is Dangerous (Hint: It’s Not The Mechanical Impact)

‘Mean Aversion’: Why Grantham’s GMO Thinks The US Stock Bubble Is Bursting

January 18, 2019January 18, 2019

“…our advice, consistent with our portfolio positions, is to continue to own as little U.S. equity as career risk allows.”

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2 Comments on ‘Mean Aversion’: Why Grantham’s GMO Thinks The US Stock Bubble Is Bursting

Wars Of Attrition.

January 18, 2019October 24, 2021

“…over time the cumulative cost can become very high.”

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3 Comments on Wars Of Attrition.

‘Individual 1’ Really ‘Makes It Happen’ When It Comes To Forcing Lawyers To Lie To Congress About Treason

January 18, 2019October 24, 2021

Meanwhile, on the latest episode of “World’s Dumbest Conspiracies”…

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2 Comments on ‘Individual 1’ Really ‘Makes It Happen’ When It Comes To Forcing Lawyers To Lie To Congress About Treason

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