Looking back and looking forward.
Author: therealheisenberg
Who’s Still Hungry (For Risk)?
All in all, not a bad day.
What Are Stocks And Other Assets Saying About The Odds Of A US Recession?
Remember: anything is better than Larry Kudlow’s “models”.
‘Bending The Knee To Vigilante Markets’
“Once again”…
Salivating Masses Excited That ‘Infallible’ Bull & Bear Indicator Now Flashing ‘Buy’ Signal
Calm down, it’s not the “Big Low”.
China’s Latest Attempt To Rescue Sentiment Falls Flat
We’re gonna need more than that.
‘Growth Decelerated Notably’: Goldman Slashes Metals Forecasts As China Jitters Proliferate
It’s all about China data.
Fed Doves, Trade Hawks And Steel Walls: Full Week Ahead Preview
The new week is coming.
As Trump’s Economic ‘Miracle’ Dies, Short Dollar Is En Vogue
… I suppose the whole thing rests on who you want to fade.
Behavioral Finance, ‘Certainty’ As An Investment Style And Other Key Themes For 2019
“Buzzwords” and buzzkills.
Apple’s Guidance Cut Is Proof That Trump’s Trade War Is Coming Home
“…we see it as part of a much part of a much broader picture.”
Amid The Volatility, Here’s The Latest From Marko Kolanovic, Goldman On Systematic Flows And Liquidity Provision
The phenomenon is not only real, but in fact pervasive. There are, of course, caveats…
Emergency Powers, Coyotes, And Women Tied Up In Vans: Highlights From Trump’s Shutdown Press Conference
Just when you think it can’t possibly get any crazier…
Jay Powell Figures It Out, Reiterates Flexible Policy, Draws 2016 Yellen Parallel, Says Trump Can’t Make Him Resign
That’s better, Jay. A lot better.
China Delivers RRR Cut Amid Rapidly Deteriorating Sentiment
Welcome news, but no game changer.
Recurring Nightmare.
It was not a great session on Wall Street.Â
Marko Kolanovic: ‘Over The Past Month, Confidence Virtually Collapsed’
“Instead, already fragile sentiment was undermined”…
2018 Summed Up In One Simple Chart…
Occam’s razor – again.
You Know What They Say: ‘When It Rains Apple Guidance Cuts, It Pours Egregious ISM Prints’
“Juuust a bit outside.”
This Flash Crash Matters – Here’s Why
An indelible mark.
Another ‘OMG’ Moment: Yen Surges In Incredible Bout Of FX Madness
Add this to your list of dramatic “fragility” events, folks.
Bad Apple.
Uh oh.
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