Brace yourself, the video clips are characteristically unhinged…
Author: therealheisenberg
‘Fallen Angel Risk’ Still Front And Center Despite Bounce As $186 Billion Of Bonds ‘Migrate’ To BBB
…nobody wants to assign a high probability to what would be a catastrophic event.Â
Frank Pentangeli Cameo In Roger Stone Indictment Makes Bad Optics Immeasurably Worse For White House
“On multiple occasions, including on or about December 1, 2017, STONE told Person 2 that Person 2 should do a ‘Frank Pentangeli'”.
Sanders Says Stone Indictment (Which Has 29 Mentions Of The Word ‘Trump’) Has ‘Nothing To Do With Trump’
No, *you’re* the collusion.
As WSJ Tips ‘Earlier-Than-Expected’ End To QT, One Bank Assesses Impact On VIX, Rates Vol.
It’s time for another Timiraos “story”.
‘FBI. Open The Door’: Roger Stone Arrested, Charged With Obstruction, Witness Tampering
“Get to [the head of Organization 1] [a]t Ecuadorian Embassy in London and get the pending [Organization 1] emails”…
‘Now, Therefore, I, Donald J. Trump’: Draft Of National Emergency Order Leaks, Cites ‘Massive Amount Of Aliens’
“The massive amount of aliens”…
Obligatory ECB Post Alert: Draghi Postmortem
Same story: stark juxtaposition between crashing data and the end of APP.
Elizabeth Warren Sends Letter To Jerome Powell, Asks If Fed Is Flying Blind In Shutdown
“… the shutdown is ‘no longer just a political sideshow, it’s a real recession risk.'”
Michael Cohen Cancels Congressional Testimony Because The President Is Threatening Him, Which Is Totally Normal
Well, America won’t hear from Michael Cohen early next month.
‘Kevin, I’m Not Gonna Buy 2 Sandwiches’: Hassett Admits Shutdown Could Drive Growth To Zero During Ritual Poppy Harlow Evisceration
Don’t go on CNN, Kevin. It never ends well for you.
‘We Need Facts, Not Slogans’: Dimon Makes Solid Case For 2020 White House Bid From Davos
Why not throw your hat in the ring, Jamie?
Meanwhile, In Monetary Policy Neverland
More “positive attitude and conviction”.
Rudy Giuliani ‘Absolutely’ Worries His Tombstone Will Read: ‘He Lied For Trump’
“No, no, no, you’re right.”
IG Credit Potpourri: BBB Apocalypse Update And A Liquidity Check
A lot of ad hoc musings here cobbled together and submitted for your approval.
Dalio In Davos: Ray Delivers Fresh Set Of Possibly Profound Prognostications
“…the next downturn in the economy worries me the most.”
‘We’ve Squeezed The Max Amount Of Blood From The Stone’: Why Nomura’s McElligott Sees A ‘Re-Correction’
“I see scope for Spooz to revisit 2525 level over the next two weeks.”
The Thrill May Be Gone.
The good mood has seemingly worn off.
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