A little less “plain English” and a little more of this.
Author: therealheisenberg
China Tips More Stimulus, But Does Anyone Care?
Too little, too late?
Junk ETFs Stress Tested, Reflation Bled Dry And Other Thoughts As Things Go From Bad To Worse
A visual (and narrative) odyssey.
Jim Mattis Resigns – The Last Adult In The Trump Administration Is Gone
“…you have the right to have a Secretary of Defense whose views are better aligned with yours.”
‘Suicide From The Ambush’: A Post-Mortem Of Thursday’s Midday Bloodbath On Wall Street
“His presidency represents a rebellion of the hysterical person against his symbolic persona.”
Trump’s ‘Steel Slats’ Crash Market As Brian Kolfage And 77,000 Friends Pledge $5 Million For Wall
Somehow, “surreal” just doesn’t feel adequate.
Matches, Kindling And Ships In Shallow Seas
“A lack of liquidity is akin to a ship trying to navigate seas without much water – accidents are likely in such an environment.”
Somebody Get Paul Krugman A Laptop: The ‘Sadomonetarists’ Are Making A Comeback In Sweden
Spoiler alert: it was a “dovish” hike.
Jerome Powell Is The Wilt Chamberlain Of Fed Decision-Day S&P Losses
Making history, one meeting at a time.
‘Plain English’ People, Do You Speak It?!
Pulp Fiction, anyone?
Fed Hikes, Defying Markets, Trump As Dot Plot Shifts, 2019 Growth Projected Lower
Jerome Powell did not “feel the market.”
What The U.S. Troop Withdrawal From Syria Really Means
Reading between the lines isn’t difficult here.
A Quick Take On FedEx And Micron In The Macro Context
It’s not great.
Good News: Brussels Has Decided Not To Sanction The Italians
“Intensive negotiations over the last few weeks have resulted in a solution.”
Threading The Needle Between A Rock And A Hard Place
Nobody wants to be Jerome Powell right now.
With Fund Managers Most Bearish On Global Economy Since Lehman – Some Quick Thoughts
None of these observations are exactly Fields Medal-worthy, but…
Mnuchin Joins Effort To Deflect Blame For Market Selloff – Says HFTs, Volcker, Block Trades Are The Problem
Anything but the trade war and Trump’s generalized insanity.
Trump Foundation To Dissolve Because It Was An Illegal Fraud (Allegedly)
“I won’t settle this case!”
FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML
What $694 billion in AUM has to say…
Goldman: Here’s How Falling Liquidity Drives Up Volatility, By The Numbers
“We believe that changing market liquidity has a role in explaining the
dislocation of volatility”…
Mike Wilson, Chicago Bears ‘Fanatic’, Basks In Glory Of Selloff Call In Highly Amusing New Note
“…and no, our view is not influenced by our Chicago Bears fanaticism.”
Monday, Bloody Monday.
Thanks Jeff!
Jeff Gundlach Gets Loose, Tells CNBC We’re In A Bear Market, Says Your SPY Is Crap
“I’m pretty sure this is a bear market.”
Peter Navarro Showed Up On CNBC Monday And It Was A Disaster
Please – for the sake of the children – stop letting Peter on television.
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