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Author: therealheisenberg

‘Let The Damn Oil Flow’, ‘Sand And Death’ And Other Highlights From Trump’s Insane Wednesday Cabinet Meeting

January 2, 2019January 3, 2019

The President is being treated like a circus attraction.

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5 Comments on ‘Let The Damn Oil Flow’, ‘Sand And Death’ And Other Highlights From Trump’s Insane Wednesday Cabinet Meeting

Earthquake Insurance And The New Era Of Maturity And Liquidity Transformation

January 2, 2019January 2, 2019

Old habits die hard.

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‘What Gives Us A Pause Here’ Are The ‘Facts’: Why The Cycle May Be Turning

January 2, 2019October 24, 2021

Who needs “facts”?

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4 Comments on ‘What Gives Us A Pause Here’ Are The ‘Facts’: Why The Cycle May Be Turning

Border Agents Wish Migrants Happy New Year By Gassing Them, US Blames ‘Rock Throwers’

January 2, 2019October 24, 2021

They did it “for the safety of the migrants.”

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Ongoing Yen Surge Bodes Ill For Risk Sentiment In New Year

January 2, 2019

Not to spread fear or anything, but…

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Hong Kong Shares In Wednesday Bloodbath Marks Stark Contrast To Euphoric 2018 Start

January 2, 2019January 2, 2019

I’m old enough to remember January 2018, when…

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‘Planet Earth To Policymakers’: One Bank Sends An Urgent Message

January 1, 2019

“We don’t think policymakers are in tune with these potential declines.”

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3 Comments on ‘Planet Earth To Policymakers’: One Bank Sends An Urgent Message

Trump Screams At ‘Haters’, Calls General McChrystal A ‘Dumb Dog’ In Wild New Year’s Day Rant

January 1, 2019October 24, 2021

Happy New Year!

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6 Comments on Trump Screams At ‘Haters’, Calls General McChrystal A ‘Dumb Dog’ In Wild New Year’s Day Rant

Requiem For 2018: A Visual Retrospective

January 1, 2019October 24, 2021

At least we know what 2019’s consensus longs are.

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oil6 Comments on Requiem For 2018: A Visual Retrospective

Trump, ‘National Hero’, Rings In New Year By Acting Like A Crazy Tweaker

December 31, 2018January 1, 2019

Trump long ago crossed the threshold beyond which satire is rendered null and void.

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7 Comments on Trump, ‘National Hero’, Rings In New Year By Acting Like A Crazy Tweaker

Deflationary Bust?

December 31, 2018

Insult is added to injury…

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4 Comments on Deflationary Bust?

Elizabeth Warren Kicks Of 2020 Presidential Bid By Accidentally Echoing Trump’s ‘American Carnage’ Spiel

December 31, 2018December 31, 2018

Elizabeth Warren’s first step towards 2020 run is also first misstep.

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13 Comments on Elizabeth Warren Kicks Of 2020 Presidential Bid By Accidentally Echoing Trump’s ‘American Carnage’ Spiel

Trump Makes ‘Big Progress’, China Slowdown Worsens, Markets Beg For New Year’s Eve Mercy Killing

December 31, 2018December 31, 2018

Just get it over with.

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8 Comments on Trump Makes ‘Big Progress’, China Slowdown Worsens, Markets Beg For New Year’s Eve Mercy Killing

Fear And The Market’s Perverse Fascination With Calamity

December 30, 2018April 11, 2022

Fear is self-reinforcing.

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5 Comments on Fear And The Market’s Perverse Fascination With Calamity

On John Kelly’s Disturbing Exit Interview With The LA Times

December 30, 2018October 23, 2021

“Why can’t we do it this way?”

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8 Comments on On John Kelly’s Disturbing Exit Interview With The LA Times

Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call

December 29, 2018December 30, 2018

Something’s got to give in 2019.

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2 Comments on Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call

God Bless The Golfers And Bowlers.

December 29, 2018October 23, 2021

Liquidity, volatility and exercises in abject futility.

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11 Comments on God Bless The Golfers And Bowlers.

Trump, Machines And Markets: A Willing Suspension Of Disbelief

December 29, 2018December 29, 2018

“Deal with it.”

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4 Comments on Trump, Machines And Markets: A Willing Suspension Of Disbelief

How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits

December 28, 2018December 28, 2018

I told you today would be a “random musings” day…

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2 Comments on How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits

Donald Trump, ‘Legendary’ Businessman, Made Christmas Eve Panic Call To Mystery Investor As Stocks Crashed

December 28, 2018December 28, 2018

It doesn’t get any funnier than this, folks.

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9 Comments on Donald Trump, ‘Legendary’ Businessman, Made Christmas Eve Panic Call To Mystery Investor As Stocks Crashed

De-Globalization And The Path To Ruin – Random Thoughts On A Friday

December 28, 2018December 28, 2018

This won’t end well for anyone.

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4 Comments on De-Globalization And The Path To Ruin – Random Thoughts On A Friday

Screw It Dude, Let’s Go Bowling.

December 28, 2018October 23, 2021

Or golfing…

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1 Comment on Screw It Dude, Let’s Go Bowling.

Deutsche’s Kocic Explains The Best 2018 S&P Call On Wall Street

December 27, 2018December 28, 2018

“We are almost there!”

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1 Comment on Deutsche’s Kocic Explains The Best 2018 S&P Call On Wall Street

Rebalancing Flow Call Plays Out As Stocks Stage Insane Reversal In Dramatic Comeback

December 27, 2018December 27, 2018

Call it whatever you like, because at this point, folks will take it.

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3 Comments on Rebalancing Flow Call Plays Out As Stocks Stage Insane Reversal In Dramatic Comeback

Here’s The Latest On The Leveraged Loan Bubble Story, Because You Know You Were Wondering…

December 27, 2018December 27, 2018

Everyone’s “favorite” bubble.

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In Saudi Arabia, More Palace Intrigue As Al-Jubeir Humiliated

December 27, 2018December 27, 2018

More shakeups in Riyadh.

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Nomura’s McElligott Tells You ‘Why We’re Here’ And Where He Thinks We’re Going

December 27, 2018October 23, 2021

“This seizure-like behavior isn’t endearing risk-taking in the final days of 2018″…

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