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Author: therealheisenberg

Putin, Pirro And Pandemonium: Trump Clings To Power As Treason Talk Gets Louder

January 13, 2019October 26, 2021

“It’s the most insulting thing I’ve ever been asked.”

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18 Comments on Putin, Pirro And Pandemonium: Trump Clings To Power As Treason Talk Gets Louder

Damned If They Do, Damned If They Don’t: Fed May Be Boxed In On Balance Sheet

January 12, 2019October 24, 2021

A lot to ponder.

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7 Comments on Damned If They Do, Damned If They Don’t: Fed May Be Boxed In On Balance Sheet

No Biggie, But Turns Out F.B.I. Opened A Secret Probe To See If Trump Is A Literal Russian Agent

January 12, 2019October 26, 2021

Do take a moment to appreciate the gravity of this.

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16 Comments on No Biggie, But Turns Out F.B.I. Opened A Secret Probe To See If Trump Is A Literal Russian Agent

Trump’s Shutdown Is Now Longest In US History – Are We ‘Great Again’ Yet?

January 12, 2019January 18, 2019

Make shutdowns long again.

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5 Comments on Trump’s Shutdown Is Now Longest In US History – Are We ‘Great Again’ Yet?

Goldman Warns On S&P Earnings Downside From Deteriorating Macro Outlook

January 11, 2019

The coming “litmus test”.

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Increasingly, The Market Believes The ‘State Of Exception’ Has Become Permanent

January 11, 2019

A new status quo.

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6 Comments on Increasingly, The Market Believes The ‘State Of Exception’ Has Become Permanent

Dissecting The ‘Incredible’ Junk Rally And The Case For A 24-Pound Bucket Of Mac-&-Cheese

January 11, 2019

Frantic rallies, tactical bounces and out of stock emergency hedges.

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3 Comments on Dissecting The ‘Incredible’ Junk Rally And The Case For A 24-Pound Bucket Of Mac-&-Cheese

Shutdown Will Cost US Economy More Than Trump’s Wall Within 2 Weeks

January 11, 2019January 18, 2019

And for what?

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6 Comments on Shutdown Will Cost US Economy More Than Trump’s Wall Within 2 Weeks

Of Dollars And Yuan.

January 11, 2019January 11, 2019

What kind of dollar weakness are you, anyway?

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Going ‘Ex Liquidity’ And A Macabre Celebration At TINA’s Funeral

January 10, 2019

“…cash ’embarrassed’ so many asset classes in 2018.”

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1 Comment on Going ‘Ex Liquidity’ And A Macabre Celebration At TINA’s Funeral

‘Retail Flush’, Two Ways

January 10, 2019

This is the vaunted “wealth effect” – only in reverse.

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3 Comments on ‘Retail Flush’, Two Ways

It’s All Fun And Games Until Someone Asks About The Balance Sheet

January 10, 2019January 10, 2019

Powell gave the market an inch, and now it wants a mile. 

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3 Comments on It’s All Fun And Games Until Someone Asks About The Balance Sheet

Local Septuagenarian Berates ‘Crazy Young People’ On Lawn, Promises To Build 2,000-Mile-Long Invisible Steel Wall To Prevent Gang Invasion

January 10, 2019January 11, 2019

“… they don’t give a damn about gang members stabbing people and cutting people up.” 

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26 Comments on Local Septuagenarian Berates ‘Crazy Young People’ On Lawn, Promises To Build 2,000-Mile-Long Invisible Steel Wall To Prevent Gang Invasion

Shiny Doorstops Great Again! Goldman Lifts Gold Price Target

January 10, 2019January 10, 2019

“Worth its weight in”…

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6 Comments on Shiny Doorstops Great Again! Goldman Lifts Gold Price Target

Albert Edwards Says It’s Too Late For Fed To Save Stocks, While One Strategist Delivers Curve Causality Counterpoint

January 10, 2019January 10, 2019

“If we are indeed nearing the point where the Fed stops tightening (both QT and Fed Funds), should this offer investors confidence”?

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4 Comments on Albert Edwards Says It’s Too Late For Fed To Save Stocks, While One Strategist Delivers Curve Causality Counterpoint

What Caused The Q4 Stock Market Crash? Let’s Ask The News Team!

January 9, 2019October 24, 2021

Quantifying the contribution of various factors to the selloff via a news-based event-study approach.

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2 Comments on What Caused The Q4 Stock Market Crash? Let’s Ask The News Team!

Nomura’s McElligott Outlines The Gap Higher ‘Force-In’ As Risk ‘Foams At The Mouth’

January 9, 2019January 9, 2019

Don’t fade the risk rally just yet.

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oil1 Comment on Nomura’s McElligott Outlines The Gap Higher ‘Force-In’ As Risk ‘Foams At The Mouth’

December Minutes Betray A ‘Patient’ Fed That May Hold Off On More Hikes

January 9, 2019January 9, 2019

Patience is a virtue.

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4 Comments on December Minutes Betray A ‘Patient’ Fed That May Hold Off On More Hikes

US Releases Official Nothingburger Statement On China Trade Talks

January 9, 2019

If Trump wants to rescue markets, he’s going to have to do better than this.

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1 Comment on US Releases Official Nothingburger Statement On China Trade Talks

Rod Rosenstein All Set To Leave America At The Mercy Of Trump And William Barr

January 9, 2019January 9, 2019

Rod Rosenstein has had enough, and you can hardly blame him.

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2 Comments on Rod Rosenstein All Set To Leave America At The Mercy Of Trump And William Barr

‘V’ Is For ‘V-Shaped’

January 9, 2019January 9, 2019

Waiting on “a message”.

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6 Comments on ‘V’ Is For ‘V-Shaped’

Irony: Trump, Fearing Stock Selloff, Anxious To Strike Quick Trade Deal With China

January 8, 2019October 24, 2021

Poetic justice.

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7 Comments on Irony: Trump, Fearing Stock Selloff, Anxious To Strike Quick Trade Deal With China

Jeff Gundlach Talks ‘Horrific Situations’, ‘Relativistic’ Opportunities, Bitcoin In Annual Webcast

January 8, 2019October 24, 2021

Here we go.

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4 Comments on Jeff Gundlach Talks ‘Horrific Situations’, ‘Relativistic’ Opportunities, Bitcoin In Annual Webcast

It Is ‘Impossible’ For Turkey’s Erdogan To ‘Swallow’ John Bolton’s ‘Grave Mistake’, Ok?!

January 8, 2019January 8, 2019

If you’re wondering how the ill-conceived Syria pullout is going, ask John Bolton.

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3 Comments on It Is ‘Impossible’ For Turkey’s Erdogan To ‘Swallow’ John Bolton’s ‘Grave Mistake’, Ok?!

Analyst Who Called Tech Selloff Says ‘Rolling Bear Market Is Complete’, But No All-Clear Just Yet

January 8, 2019January 8, 2019

Remember: none of the above is in any way, shape or form “influenced” by Mike’s self-professed “Chicago Bears fanaticism”.

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4 Comments on Analyst Who Called Tech Selloff Says ‘Rolling Bear Market Is Complete’, But No All-Clear Just Yet

Goldman Slashes Global Bond Yield Forecasts On Stormy Growth Outlook – Now Cue The Cynics

January 8, 2019

“We believe 10y yields may have peaked for this cycle.”

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What Does The Worst Slump In German Industry Since 2009 Have To Do With Samsung?

January 8, 2019January 8, 2019

Connect the dots, la, la, la.

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2 Comments on What Does The Worst Slump In German Industry Since 2009 Have To Do With Samsung?

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